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  1. Zoho CRM & Zoho Writer: Button to Merge Template, Send, and Attachhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-zoho-writer-button-to-merge-template,-send,-and-attach.html

    afterwards when locking it down for security: Login to ZohoCRM > Setup > Developer Space > Connections > Zoho OAuth Give your connection a name, I'm calling mine "Joels Connector" Select the Scopes: ZohoWriter.documentEditor.ALL and ZohoWriter.Merge.ALL...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  2. ZohoCRM: Get All eBay Active Listingshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-get-all-ebay-active-listings.html

    Creator: Push to eBay Listings The megafunction So I'm going to call this function "Fn - eBay - Get Active Products" and give it the internal name as "fn_GetEbayActiveProducts" without any arguments. Something to note in the below is that it asks you to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  3. Zoho: Email Deliverability / SPF / DKIM / DMARC / Toolkithttps://www.joellipman.com/articles/crm/zoho/zoho-other/zoho-email-deliverability-spf-dkim-dmarc-toolkit.html

    not related to any of this setup / configuration. Instead, we prepare the following set of instructions for the client to give to their IT administrator. If the client registered their domain with a domain registrar, then they need to sign in to their...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Other
    • Language: *
  4. Zoho CRM: ZDK Client Script: Auto-Select Pipeline based on User Departmenthttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-zdk-client-script-auto-select-pipeline-based-on-user-department.html

    a system administrator > Go to Setup > Client Script Clicking on the "New Script" button in the top right. For this demo, we give it the name "On Deal Creation" and in the description I've commented that this will select a pipeline based on the user's...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  5. ZCRM Client Script: Correct Decimal Fields OnLoadhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zcrm-client-script-correct-decimal-fields-onload.html

    need to setup a client script which runs when the product page is being modified: Login to ZohoCRM as a system administrator Give it a name, I'm calling mine "Products - Correct Decimals" Give it a description, I'm giving it the one I have in the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  6. Zoho CRM: Client Script Confirmation Box and Popup Mailerhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-client-script-prompt-and-popup-mailer.html

    Under "Developer Hub" go to "Client Script" Click on "New Script" button (the blue one - not the "Add Script" grey one) Give the client script a name, I'm calling mine "Extra Confidential" Keep Category=Module, set Page=Detail Page (Standard), set...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  7. Zoho Survey & Zoho Analytics: Query to generate individual responses and grouped pageshttps://www.joellipman.com/articles/crm/zoho/zoho-analytics/zoho-survey-zoho-analytics-query-to-generate-individual-responses-and-grouped-pages.html

    query... Well it's for the radar chart and what it does is group all the responses per page (per survey attempt) so that given a survey reference, it will give me the sums per page. SELECT i."Attempt ID" AS "Survey Response", max(i."Survey") AS...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *
  8. Zoho Survey: Zoho CRM Webhookhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-survey-zoho-crm-webhook.html

    First, I'll go through the steps of setting up the Zoho CRM function, we'll convert it to a REST API function which will give us a URL and then we'll configure the Zoho Survey to trigger a webhook when submitted. Pre-Amble Just need a few fields on the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  9. Zoho CRM Client Script: Map Quote to Invoicehttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-client-script-map-quote-to-invoice.html

    up the Client Script Login to ZohoCRM > Setup (cog icon next to profile photo) > Developer Hub > Client Script > New Script Give it a name, I'm calling mine Invoice TBC Give it a description. I said "Sets the subject/name of the invoice to TBC when...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  10. Warning: Save failed. Another menu item has the same aliashttps://www.joellipman.com/articles/cms/joomla/warning-save-failed-another-menu-item-has-the-same-alias.html

    any similar menu items are accounted for. Remove them if they are not used. Create the menu item that caused the warning but give it a temporary alias (eg. for "about" give it the alias "about_new") Login to your database and browse to the #__menu table...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
  11. SSIS: How to loop through multiple flat files as data sourceshttps://www.joellipman.com/component/content/article/ssis-how-to-loop-through-multiple-flat-files-as-data-sources.html?catid=74&Itemid=165

    or data changed in the example below. Add a variable (preferably to the scope of the package) called "SourceExtractFile" and give it the data type "String". Set the Value to the full path and the first file including its extension (eg....

    • Type: Article
    • Author: Joel Lipman
    • Category: SQL Server Integration Services
    • Language: en-GB
  12. Windows 7 Aero Featureshttps://www.joellipman.com/component/content/article/windows-7-aero-features.html?catid=80&Itemid=165

    ok and you should have all the Aero effects enabled. Now what are these Aero effects? Aero Peek: Aero Peek What this is it gives you a preview of windows in a thumbnail without actually opening them by simply hovering over the icon in the taskbar. Click...

    • Type: Article
    • Author: Joel Lipman
    • Category: Windows OS
    • Language: en-GB
  13. Zoho CRM: Client Script: Swap Quote Account with Deal Lookuphttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-client-script-swap-quote-account-with-deal-lookup.html

    up the Client Script: Login to ZohoCRM > Setup (cog icon next to profile photo) > Developer Hub > Client Script > New Script Give it a name, I'm calling mine Quotes - Map Distributor/Reseller Give it a description. I said "Maps the distributor/reseller...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  14. Free Translator API using Googlehttps://www.joellipman.com/component/content/article/free-translator-api-using-google.html?catid=61&Itemid=165

    Sign in using your Google APIs developer's account (FREE). Copy the JavaScript they give you (eg....) and paste this into a custom HTML module in your Joomla site. Add the meta tag they give you to your index.php file (under template folder in effect...

    • Type: Article
    • Author: Joel Lipman
    • Category: Google
    • Language: en-GB
  15. GDPR Privacy Policyhttps://www.joellipman.com/component/content/article/gdpr-privacy-policy.html?catid=50&Itemid=165

    • Type: Article
    • Category: Static Items
    • Language: *
  16. Terms & Conditionshttps://www.joellipman.com/component/content/article/terms-conditions.html?catid=50&Itemid=165

    are not the property of, or licensed to, the operator are acknowledged on the website. Unauthorised use of this website may give rise to a claim for damages and/or be a criminal offence. From time to time this website may also include links to other...

    • Type: Article
    • Author: Joel Lipman
    • Category: Static Items
    • Language: *
  17. Privacy Policyhttps://www.joellipman.com/component/content/article/privacy-policy.html?catid=50&Itemid=165

    This privacy policy sets out how Joel Lipman .Com uses and protects any information that you give Joel Lipman .Com when you use this website. Joel Lipman .Com is committed to ensuring that your privacy is protected. Should we ask you to provide certain...

    • Type: Article
    • Author: Joel Lipman
    • Category: Static Items
    • Language: en-GB
  18. Forum Ruleshttps://www.joellipman.com/component/content/article/forum-rules.html?catid=50&Itemid=165

    determine whether you knew what you were doing was wrong or whether a warning is necessary to explain it to you. If I do not give a warning, I will skip ahead to the next step in the penalty list. Muting - This is where you are not able to talk on the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Static Items
    • Language: *
  19. Joes Quicklist Weblinks (JQW)https://www.joellipman.com/component/content/article/joes-quicklist-weblinks-jqw.html?catid=53&Itemid=165

    which only the authorized "service group" has access to (Special?). Free Website Thumbnail Services Thumbnail Services will give you a limited number of free thumbnail generations. About 100,000 on average which is more than enough for our Joomla!...

    • Type: Article
    • Author: Joel Lipman
    • Category: Product Documentation
    • Language: *
  20. Joes Revolver Map (JRM)https://www.joellipman.com/component/content/article/joes-revolver-map-jrm.html?catid=53&Itemid=165

    http://revolvermaps.com/?target=setup Configure the map to the settings you want. Copy the entire javascript code they give you. Login to your Joomla website admin panel Create a new Custom HTML Module In the "Custom HTML", either disable rich-text...

    • Type: Article
    • Author: Joel Lipman
    • Category: Product Documentation
    • Language: *
Results 21 - 40 of 79