Assuming login is required, the following 92 results were found.
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the CRM app for all organizations, but in case these change since time-of-print of this article, this is how to get to them Login to ZohoCRM Go to Setup (cog icon in the top right next to your profile picture) Under Channels, go to Email Click on the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Other
- Language: *
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it, then returning the "Lead Conversion Mapping" page, mapping it, and then testing by converting a lead to a deal. Actions Login to ZohoCRM > Setup > Modules and Fields Click on the "Deals" module (or whichever module you are wanting to edit) > and...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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For both of the methods below, you will 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,...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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the photos were just links in the Zoho Creator image field, links to another Zoho app that is behind a user wall (ie. login and password as a Zoho User). How? So I'll go over what happens in the real world process; then cover some technical information;...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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it without a canvas to see if we can have this functionality using the out-of-the-box ZohoCRM. Client Script Configuration: Login to ZohoCRM as a system administrator and go to the Setup page (cog icon in the top right next to the profile image) Under...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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need to get an API connection to ensure we get all the products. This involves getting a consumer_key and a consumer_secret. Login to the administrator's section of the Wordpress website (mysite.com/wp-admin) Expand WooCommerce in the left sidebar Go to...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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by Shopify, then we put this schedule in to run as many times as possible during the day (but not enough to be banned): Login to ZohoCRM > Setup > Automation > Schedules > Create New Schedule I'm calling my schedule "Shopify - Check Webhooks" and I'm...
- Type: Article
- Author: Joel Lipman
- Category: Shopify
- Language: *
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using the 'asynchronous' method to extract the query result. To create an analytics table from a query, we do the following: Login to Zoho Analytics, and choose a workspace with the relevant data (in this case Zoho Books Analytics workspace) In the left...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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upload photos to be hosted by the Zoho Analytics app. Uploading the images to be hosted by Zoho Analytics So first steps are login to Zoho Analytics and go into the workspace you want to create the monitoring system. Preferably use the workspace that...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
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purposes: If I enter a phone number: If I enter an email: And then let's specify a couple of layout rules to enforce this: Login as a ZohoCRM Administrator, go to Setup > Modules > Contacts > Layout Rules > New Layout Rule Call it "If Email Blank then...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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then return to terminal and type zet validate and then type zet pack this will create a zip file in a dist folder Login to ZohoCRM as a system administrator go to Setup > Customization > Modules and Fields > Accounts [or whichever module the button...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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I used to map over all the applicable field values from the quote to the invoice within ZohoCRM. Set 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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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K2 Items disappearhttps://www.joellipman.com/articles/cms/joomla/k2-items-disappear.html
Basically you've woken up this morning, visited your website, and all your K2 articles are gone !!!! If you login to your Joomla! administration panel (back-end) and look under k2 items, you should get the following error: Warning: Invalid argument...
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: *
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with "TEST" so as to quickly distinguish this from your main website. $db, $user and $password - these are the database and login credentials. $ftp_user and $ftp_pass are the ftp credentials. $log_path and $tmp_path should also be updated. $robots - set...
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: en-GB
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- [L,F] How-to-use: Browse to the folder you created in step 1 and this will be your new administrator URL. Caveat: If you login to the administrator section on a shared computer, ensure you close the browser (and all tabs) once done or this cookie will...
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: en-GB
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your file manager (you can FTP or use web-based clients) Find the file htaccess.txt and rename it to .htaccess All GUI Now login to your Joomla Administrator section Browse to System > Global Configuration Click on "Articles" in the left sidebar Under...
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: *
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if I search for some of my articles, they weren't appearing in the smart search but I could see them in the category blogs. Login to Administrator > Components > Smart Search > Index Click on the "Index" button in the toolbar and this will popup a...
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: *
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user should have access to both databases in order for this to run smoothly: INSERT INTO my_wordpress_db.wp_users (ID, user_login, user_nicename, user_email, user_url, user_registered, user_activation_key, user_status, display_name ) SELECT a.id 'ID',...
- Type: Article
- Author: Joel Lipman
- Category: Wordpress
- Language: en-GB
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SELECT _SMDBA_.Incident.[Incident #] ,_SMDBA_.Incident.[Group Name] ,_SMDBA_.Incident.[Close Date & Time] ,_SMDBA_.Incident.[Login ID Closed By] ,_SMDBA_.Incident.[Assigned To Full Name] ,_SMDBA_.Incident.[Incident Type] FROM _SMDBA_.Incident WHERE...
- Type: Article
- Author: Joel Lipman
- Category: SQL Server Reporting Services
- Language: en-GB
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system. At home this may not be a problem but this is intended for those in an office environment and we get prompted to login (with the same account as we're currently logged-in with???) instead of being able to just click on "Yes". How? The gist is...
- Type: Article
- Author: Joel Lipman
- Category: Windows OS
- Language: *