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Assuming note is required, the following 299 results were found.

  1. Zoho Deluge: Text (SMS) reminder using Twilio API (LocalSense)https://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-text-sms-using-twilio-api-localsense.html

    but you will need to follow these steps to get the credentials: Login to your Twilio console On the dashboard, note the ACCOUNT SID and AUTH TOKEN In the side menu, expand Phone Numbers > Manage > Active numbers Note the number you want to use (they...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  2. Zoho Deluge: Regex Rounding and/or Removing Trailing Zeroshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-regex-rounding-and-or-removing-trailing-zeros.html

    up with worked to a certain point but didn't round up the numbers, in other words, it didn't remove the unnecessary zeros. Note that in the following regex, and if using Zoho Creator, you need to replace the double-backslash with a single backslash:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  3. Zoho Creator: Shopify API Integration Oauth 2.0 - Update 2022 (Search by SKU GraphQL)https://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-shopify-api-integration-oauth-2-0-update-2022.html

    for this example but are used to accommodate other API integrations in the system that are using OAuth 2.0 or authtokens. Note how this is the same form in my article: Zoho Creator: Push to eBay Listings or my Zoho Deluge: Push Item to Shopify API....

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  4. Zoho CRM & Creator: Download attachment and upload to Creator file fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-creator-download-attachment-and-upload-to-creator-file-field.html

    well that's just functionality. Here's my Creator form (well the part for the attachments): An attachments section to hold a notes field. A notes field called "Note_Attachments" (this will display a HTML table with click-to-download files) A blank...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  5. ZohoDeluge: Get All eBay Orders Given a From and Till Datehttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zohodeluge-get-all-ebay-orders-given-a-from-and-till-date.html

    going to split this into 2 code snippets that were in practice added to the same function and that worked at time of print. Note that this uses the old Trading API as the new API is only available in Sandbox??? I won't go into how to generate an Access...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  6. ZohoCRM: Integrate ChatGPT to ZohoZIAhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-integrate-chatgpt-to-zohozia.html

    by Created_Time asc"; // // build up parameters m_Params = Map(); m_Params.put("select_query",v_CoqlQuery); // // invokeurl (note the Zoho endpoint here will depend on your datacenter; .com / .eu) r_Coql = invokeurl [ url...

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

    first I'll outline the steps to set this up in ZohoCRM and then how to troubleshoot issues with this. One important thing to note is that the setup needs to be done by whoever manages the domain for the client. Who owns the domain (eg. mycompany.com) So...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Other
    • Language: *
  8. 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

    called "_Global". At the same level, create another folder called "Profile Photos". Navigate into the "_Global" folder and note the last hash in the URL (after "/folders/") For this function, I have a connection called "zworkdrive" which has the scopes...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  9. Zoho Creator: Render to PDF with margins and page numbershttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-render-to-pdf-with-margins-and-page-numbers.html

    Quick Answer: the footer This repeats the footer on every page. The key point is the HTML attribute zcpage-footerhtml; but note the 3 other CSS classes zcpage-pagenumber, currentPageNumber, and totalPageNumber which will output the current page number...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  10. Zoho Books / Inventory: Get Item Rate from a Price Book/Listhttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-books-inventory-get-item-rate-from-a-price-book-list.html

    from the item record, if a pricebook is specified and the item exists within it, then it takes the rate from the pricelist. Note that when I refer to pricebook, this is also referred to as the pricelist... and vice-versa. And in this use-case, my client...

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

    m_Header = Map(); m_Header.put("ZANALYTICS-ORGID",v_ZA_OrgID); m_Params = Map(); m_Params.put("responseFormat","json"); // note how criteria column is denoted by double-quotes and a value is by single-quotes. m_Params.put("criteria","\"SO ID\"='" +...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  12. Zoho Deluge: Determine your Statement Execution Limithttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-determine-your-statement-execution-limit.html

    of some code. So create a function in the Zoho App you are checking, or somewhere you can write some Zoho Deluge code. Note that requesting an increase of the limit or an upgrade to the subscription will likely to have to be asked directly to Zoho...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  13. Zoho Workdrive: Getting Team Folder IDhttps://www.joellipman.com/articles/crm/zoho/zoho-workdrive/zoho-workdrive-getting-team-folder-id.html

    is a subfolder, then use the team_subfolder_id Ensure the scope for your connection includes WorkDrive.teamfolders.READ and note that header has to be added otherwise you get a blank response: m_Header = Map();...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Workdrive
    • Language: *
  14. ZohoCRM Client Script: On Change of Dropdown: Subform Rewrite: REST Functionhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-client-script-on-change-of-dropdown-subform-rewrite-rest-function.html

    // now parse the output from the function var o_ParsedQuote = JSON.parse(JSON.stringify(r_QuotedRecord)); // valid? note the underscore before the details variable a_QuotedItems = []; if (o_ParsedQuote._code == "SUCCESS") { if (o_ParsedQuote._details...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  15. Zoho CRM: JS Widget: Generic Script to pass the Record ID to a CRM functionhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-js-widget-generic-script-to-pass-the-record-id-to-a-crm-function.html

    written by referring to documentation and using CoPilot or OpenAI ChatGPT for parsing the return value of the function (note that I have SCRIPT within the BODY tags and not in the HEAD): Loading... Please Wait... console.clear();...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  16. 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

    when first created. Maps values from the related quote if loaded from somewhere other than converting quote to invoice.". Note that I have a workflow that when saved, uses an auto-number field, pads it with zeros, and prefixes it with "INV-" overwriting...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  17. ZohoCRM & Xero: Function to pull most recent quoteshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-xero-function-to-pull-most-recent-quotes.html

    How? Because my head is a little fried, I'm putting the two functions I used here and I'll document further if I remember. Note that the pre-amble is to generate a Xero access token which I documented in another article - it's behind a userwall because...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  18. Installing phpBB3 for Joomla with a RocketTheme templatehttps://www.joellipman.com/articles/cms/joomla/installing-phpbb3-for-joomla-with-a-rockettheme-template.html

    templates... But it's not. I'm rewriting their instructions here so that I can I do this on other websites: Important Note: On Linux (Apache), all file names and folder names are case-sensitive, so phpbb3 is NOT the same as phpBB3. Bear this in mind...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
  19. K2 Items disappearhttps://www.joellipman.com/articles/cms/joomla/k2-items-disappear.html

    './jos_k2_items' is marked as crashed and should be repaired The Quick Fix I managed to fix this with this SQL command . Note: you need to be able to run SQL commands against your database. My client had phpMyAdmin installed so I click on "jos_k2_items"...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
  20. Creating a Profile Plugin for Joomla 1.6https://www.joellipman.com/articles/cms/joomla/creating-a-profile-plugin-for-joomla-16.html

    (C) 2011 JoelLipman.com. All rights reserved. ; License http://www.gnu.org/licenses/gpl-2.0.html GNU/GPL, see LICENSE.php ; Note : All ini files need to be saved as UTF-8 PLG_USER_PROFILE5_XML_DESCRIPTION="User Profile Plug-in by JoelLipman.Com to add...

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