Assuming login is required, the following 94 results were found.
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Download the appropriate file for your system (see compatibility table below) Login to your Joomla admin panel and install as per usual. How to Use Install the ZIP using your Joomla! Admin Panel > Extension Manager View the module on your front-end to...
- Type: Article
- Author: Joel Lipman
- Category: Product Documentation
- Language: *
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Automatic changelogs based on support tickets/development requests. INSTALLATION Download the ZIP file from my website. Login to your Joomla! Administrator Panel. Go to "Extensions" > "Install/Uninstall". Click on the "Upload" button and select the file...
- Type: Article
- Author: Joel Lipman
- Category: Product Documentation
- Language: *
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the passwords will be easy to memorize or to type quickly. Companies using certain password systems can even send the login credentials to the remote machine for you, but does this just open another can of worms? The trick in my opinion is a memory aid....
- Type: Article
- Author: Joel Lipman
- Category: Product Documentation
- Language: *
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previous Super Admin account as a "Developer". How? I'm going to demo two methods here using the Setup the Connection Link Login to ZohoCRM as the creator super admin/owner (might not be the same as CRM super admin!!!) Go to Setup » Developer Space »...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: en-GB
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to minor errors we run into. Problem: Zoho OAuth Connection: ERROR_invalid_operation_type Sounds rather straightforward, Login to ZohoCRM as Administrator > Setup > Developer Space > Connections > Add Connection > Give it a name and then select Scopes >...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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Zoho OAuth Connector Just in case you don't know how to setup a Zoho OAuth Connector, here's how you do it in CRM: Login to Zoho CRM as an administrator and go to Setup Under Developer Space click on "Connections" Under Pick your Service click on "Zoho...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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v_ZohoTime = v_ZohoEpoch.toLong().toTime("yyyy-MM-dd HH:mm:ss", v_IanaTZname); // The best method is per client: // Login to Xero > Accounting > Accounting Settings > Financial Settings > Time Zone // convert to IANA TimeZone and hard-code this whenever...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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So I'm going to start with 1 method and then update this article with other methods. Method #1: Display and access without login So the quickest is to have a form that has an image upload field. Create an entry with one image. Then... Go to Settings...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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lowercase it anyway) Scope: Enter each scope you need and click on the plus icon to add each one. Keep "Use credentials of login user" ticked. You should have something like the following: Click on "Create and Connect" You will get a popup confirming...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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form at all but instead to prevent the user from applying for leave in the first place: Create a validation custom function: Login to ZohoPeople as an admin, Go to Settings > Customization > Forms > Leave Under "Form Properties" > Tick the box under...
- Type: Article
- Author: Joel Lipman
- Category: Zoho People
- Language: *
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documentation. Not sure why anyone would want to leave this enabled without applying the fix. So the fix is a setting: Login to Zoho Bookings as the admin Click on the settings cog icon in the top right corner Navigate to the appropriate workspace Click...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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How? Therein lies the reason. For the quote conversion mapping, it needs the CRM Invoice module as well. Step by step fix: Login to ZohoCRM, go to Setup Under "Customization", select "Modules and Fields" Click on "Organize Modules" Enable "Invoices" (by...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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team. This is a quick run-through for a standard setup to include UK tax/vat. How? Here's a quick step-by-step to follow: Login to ZohoCRM as an Administrator Go to Setup > Customization > Modules and Fields Hover the mouse cursor over the "Products"...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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scopes just to get a working example; I can then reduce the scopes permissions 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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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FTP connection. Make data readily available to ZohoCRM. How? Well, let's setup the FTP connection first in Zoho Analytics: Login to Zoho Analytics Click on "Data Sources" in the left sidebar then click on "Add Data Sources" in the top right: Type FTP in...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
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change was successful...: For this strange fix, I'm going to list step by step but using the "Google Chrome" web browser: Login to ZohoCRM > Setup > Templates > Inventory Click on the name of the problematic template to enter a Preview Edit mode (not...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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been raised a few times by multiple clients but the fix is rather quick as long as you can get to the HTML of the template: Login to ZohoCRM > Setup > Customization > Templates > Inventory > Select the template with this issue Click on the "Edit HTML"...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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to use my use-case scenario mentioned earlier: first-line agents can't select a specific option in the Lead Status picklist: Login to ZohoCRM > Setup > Customization > Modules and Fields > Leads Select "Validation Rules" and cick on "New Validation...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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you know it (eg. "GB") Get access to the Shopify Admin Interface: Request access to the Shopify store owner as a developer Login to the Client's Shopify Admin as an invited developer Click on "Apps" > Develop Apps > Create an App Give it a name (eg....
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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= "Hi " + v_ContactName + ", Please find attached your quote. Kind Regards, The Team"; // sendmail [ from :zoho.loginuserid to :v_EmailTo subject :v_EmailSubject message :v_EmailMessage Attachments :file:f_FileRequest ]; } else { v_OutputMessage = "No...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *