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Assuming module is required, the following 82 results were found.

  1. ZohoCRM: Integrate ChatGPT to ZohoZIAhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-integrate-chatgpt-to-zohozia.html

    ChatGPT and the CRM User. This way, we can also ensure that the data shared can be controlled/monitored. Create a CRM Module called "GPT Chats" (singular: GPT Chat) Modify the name field to be an Auto-Number (I'm prefixing mine with CHAT- Add a pick...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  2. ZohoBooks: Stripe Terminal Integrationhttps://www.joellipman.com/articles/crm/zoho/zoho-books/zohobooks-stripe-terminal-integration.html

    A quick article on some code added to a button in ZohoBooks off the invoice module to initiate your Stripe terminal to take a payment. Why? Just to make it easy on the staff at a counter or on the phone. They bring up the invoie in ZohoBooks, click on...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  3. Zoho Books: Generate Bank Text File for Downloadhttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-books-generate-bank-text-file-for-download.html

    type :DELETE connection:"zbooks" ]; Caveat(s) The delete process may need to be in a schedule: you can use a custom module in ZohoBooks to store the necessary information of what to delete. Undocumented extras Just making a list of things that...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  4. ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRMhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-zohowriter-generate-rich-email-signatures-in-crm.html

    WorkDrive.organization.READ, WorkDrive.teamfolders.ALL, WorkDrive.links.ALL, WorkDrive.DataTemplates.READ ZohoCRM.modules.ALL, ZohoCRM.org.READ, ZohoCRM.settings.ALL, ZohoCRM.users.ALL, ZohoCRM.notifications.ALL, ZohoCRM.Files.CREATE, ZohoCRM.coql.READ,...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  5. ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Reporthttps://www.joellipman.com/component/content/article/zohodesk-zohoanalytics-display-ticket-attachments-in-analytics-report.html?catid=129&Itemid=165

    Create a Ticket workflow: ZohoDesk > Setup > Automation > Workflows Click on "Create Rule" Select "Tickets" under "Module" for the Rule Name, I called mine "Tickets - On Create or Edit" Execute On: Create, Edit, Customer Reply No Criteria Under 4....

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Desk
    • Language: *
  6. ZohoAnalytics & ZohoBooks: Custom Related List from Analyticshttps://www.joellipman.com/articles/crm/zoho/zoho-books/zohoanalytics-zohobooks-custom-related-list-from-analytics.html

    on to the end user/customer. A custom field against the item record has been added which is a lookup to the Sales Order module. This means that on a purchase order, and per line item, the staff can specify which Sales Order the item relates to. How? At...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  7. ZohoCRM / Client Script / Canvas: Hide Tab based on Pipelinehttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-client-script-canvas-hide-tab-based-on-pipeline.html

    it a name, I'm calling mine "CsfnShowSectionBasedOnPipeline" with a description Set Page to "Detail Page (Canvas)" Set the Module to "Deals" Select your layout and canvas to apply this to Under Event, set the type to "Page Event" and set the Event to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  8. Zoho People: Get Performance Records over APIhttps://www.joellipman.com/articles/crm/zoho/zoho-people/zoho-people-get-performance-records-over-api.html

    this and perhaps others would have a quicker way but here's the instructions on getting the records from the performance module in Zoho People API. Why? Cos it took us a while. The online forums seem to go back over a decade and the documentation seems...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho People
    • Language: *
  9. 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

    Number" Export the web chart from Analytics and attach as an image on the CRM record So the survey is sent via the contact module but we actually only ask Analytics about the survey and the contact email. Here's a standalone function given a CRM contact...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *
  10. ZohoBooks: Broken UK Banking Feedhttps://www.joellipman.com/articles/crm/zoho/zoho-books/zohobooks-broken-uk-banking-feed.html

    several weeks, however, the feed stopped updating, and the option to Refresh Feed was missing entirely from the Banking module. Comparing screenshots showed that the expected menu option (“Refresh Feeds”) had been replaced with only “Automatic Import.”...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  11. Uninstalling AEC Central and installing Community Builderhttps://www.joellipman.com/articles/cms/joomla/uninstalling-aec-central-and-installing-community-builder.html

    12. Tick System - AEC Routing 13. Tick User - AEC User 14. Click the Uninstall icon at the top of the page 15. Click on the Modules link (to uninstall modules) 16. Tick mod_acctexp (if you installed this) and Uninstall. 17. Click on the Components link...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
  12. Merge the content of two similar tables in MySQLhttps://www.joellipman.com/articles/else/database/mysql/merge-the-content-of-two-similar-tables-in-mysql.html

    the solutions I found on the web). In MySQL, I only know how to do this with a UNION ALL clause. Scenario: I have a Joomla module which should take the keywords from a specified number of different but similar tables. I'm looking to query the Title and...

    • Type: Article
    • Author: Joel Lipman
    • Category: MySQL
    • Language: en-GB
  13. MySQL last year week month day trend periodshttps://www.joellipman.com/articles/else/database/mysql/mysql-last-year-week-month-day-trend.html

    I recently made a joomla module that displays the lastest members to signup. It goes a little further and counts activated accounts for the past day, week, month and year (the below examples count all accounts irrespective of being activated or not). It...

    • Type: Article
    • Author: Joel Lipman
    • Category: MySQL
    • Language: en-GB
  14. Project Plan for Freelance Websitehttps://www.joellipman.com/articles/cms/website-development/project-plan-for-freelance-website.html

    Progress Update and Review Website Page Layout Standard article / presentation page Contact form(s) Discuss page types with module layouts Template customization and branding. Apply to additional components / extensions. Content is King Initial Content...

    • Type: Article
    • Author: Joel Lipman
    • Category: Web-Development
    • Language: *
  15. CSS Background Without Causing Scrollbarshttps://www.joellipman.com/articles/cms/website-development/css/css-background-without-causing-scrollbars.html

    the web browser, a scrollbar! What worked for me: Specify the DIV layer width to be 100 percent of the page. Position the module with absolute on your webpage with background (where left is 0 [zero] because your width is 100%). Position the background...

    • Type: Article
    • Author: Joel Lipman
    • Category: Cascading Stylesheets
    • Language: en-GB
  16. Advanced RokStories Stylinghttps://www.joellipman.com/articles/cms/joomla/advanced-rokstories-styling.html

    RokStories has been overhauled to provide the spectacular display that you see on this demo. The module adapts depending on your image size, so no need to manually create rounded corners on your images, RokStories will do the rest. The custom features...

    • Type: Article
    • Author: Webmaster
    • Category: Joomla
    • Language: *
  17. Hide Menu Item from Registered and Special https://www.joellipman.com/articles/cms/joomla/hide-menu-item-from-registered-and-special.html

    of one menu). toubkal wrote: This cannot be done by joomla administration but can be done by template code, you can have a module position in the template that is set to only show when the visitor is not logged in e.g. Code: Joomla extension disable...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
  18. After installing rokstories, get invalid argument 106https://www.joellipman.com/articles/cms/joomla/after-installing-rokstories-get-invalid-argument-106.html

    After I installed the rokstories module from www.rockettheme.com, if I clicked on one of the articles (rokstory), I would get a page with the article on it but with the following error (3x) above it: Warning: Invalid argument supplied for foreach() in...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
  19. Gavick - How to add a navigation menu to Image Showhttps://www.joellipman.com/articles/cms/joomla/gavick-how-to-add-a-navigation-menu-to-image-show.html

    panel (well i had). This is how to make sure it shows on the template style and how to position it on the image slide show module that comes bundled with the extension.{youtube}qOWGxgyoqA4{/youtube}

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

    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 or your root...

    • Type: Article
    • Author: Joel Lipman
    • Category: Google
    • Language: en-GB
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