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  1. Zoho CRM: Schedule a Call using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-schedule-a-call-with-deluge.html

    m_ScheduleCall.put("Call_Status","Scheduled"); m_ScheduleCall.put("Call_Type","Outbound"); // // optional fields m_ScheduleCall.put("Call_Purpose","Prospecting"); m_ScheduleCall.put("Call_Agenda","A scheduled call to phone " + v_CustomerName + " at...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  2. Zoho CRM/Deluge: Get TimeZone Based on GeoCoded Address (Lat/Lng)https://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-deluge-get-timezone-based-on-geocoded-address-lat-lng.html

    TimeZone API (one that returns a timezone given a lat/lng). The added feature is that we are going to loop through picklist options (500 timezones) in CRM to select the most relevant one. If all this fails, then it defaults to a module called "States"...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  3. Zoho Analytics: Setup DataSource via FTP Connectionhttps://www.joellipman.com/articles/crm/zoho/zoho-analytics/zoho-analytics-setup-datasource-via-ftp-connection.html

    on "Add Data Sources" in the top right: Type FTP in the filter field in the top right and there should be a single FTP option displayed to you: Step 1 of 2: Give the datasource the table name it will have in Zoho Analytics, a description and then enter...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *
  4. Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile)https://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-using-a-function-for-validation-rules.html

    cool feature in Zoho CRM that I hadn't used much but definitely worth an article. The ability to block field picklist options from being selected based on the profile of a user. Why? There were several alternatives we considered beforehand which still...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  5. Zoho Creator: Radio group into Calendar Carouselhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-radio-group-into-calendar-carousel.html

    value of each radio item will be populated using deluge and what's important to note here is that each picklist/dropdown option includes some HTML, specifically a SPAN tag surrounding the date number (eg. "Wednesday9March"), which yields the following:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  6. Zoho Creator: Populate a Multi-Lookuphttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-populate-a-multi-lookup.html

    in the list view or a Zoho Creator report. How? We would think it similar to a picklist/dropdown where you simply add an option to the picklist and then specify which of the options are selected. In this case, simply giving it the IDs should work... but...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  7. ZohoCRM: Import Attachmentshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-import-attachments.html

    This needs to be a ZIP / compressed file of a folder called "Attachments" (uppercase A and the word Attachments - no other option). The Attachments folder must contain no subfolders and only unique filenames herein. Perhaps if you were doing this over...

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

    then use a client script to automatically read the user's record, retrieve the department, and set the correct pipeline option. Setup: Department Field on User Profile Login to ZohoCRM as a system administrator > Go to Setup > Users > Click the pencil...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  9. Zoho Webhooks & Shopify API: Keep Disappearinghttps://www.joellipman.com/articles/else/e-commerce/shopify/zoho-webhooks-shopify-api-automatically-restore.html

    to your CRM > Settings/Setup > Functions: then hover your mouse over the function and select "REST API". Enable the API Key option and copy the long URL to your clipboard for use in the above function: Set up a schedule If you find your webhooks being...

    • Type: Article
    • Author: Joel Lipman
    • Category: Shopify
    • Language: *
  10. ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Leadhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-follow-up-and-remind-record-owner-to-convert-lead.html

    stage). A workflow email notification doesn't do the popup on the CRM as well. A workflow notify by email didn't give the option to remind daily... only weekly or monthly. Spent a while trying not to use code but here we are. Code is our friend. How? So...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  11. Zoho Creator: Input Color Pickerhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-input-color-picker.html

    the application later - so perhaps rename this to 'Staff Color'] Add another single line field, I'm calling it "RGB Value" [Optional: not required for the functionality of this demo but used in later application when including CSS opacity] Step 1: Code...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  12. Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Templatehttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-books-estimates-quotes-accept-decline-buttons-on-template.html

    return {"crmAPIResponse":m_Response}; Once saved, I'll hover the mouse over it and click on the ellipsis to select REST API option. Then make a note of the URL. the ZohoBooks Estimate Template Now you need to add a couple of buttons to the estimate...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  13. ZohoDeluge: eBay marketplace account deletion/closure notificationshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zohodeluge-ebay-marketplace-account-deletion-closure-notifications.html

    ID to open the Alerts and Notifications page: https://developer.ebay.com/my/push Select the Marketplace Account Deletion option in the Event Notification Delivery Method section. Enter a required email address to receive alerts if your Notification...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  14. ZohoCRM to ZohoBooks API: Rounding the cents or pennies when creating an invoicehttps://www.joellipman.com/articles/crm/zoho/zoho-books/zohocrm-to-zohobooks-api-half-a-cent-or-penny-off-when-creating-an-invoice.html

    12345.545: ZohoCRM Line Item ZohoBooks Line Item How? Here's the immediate solution I have applied now until Zoho enable an option to round via API with a 10th of a penny/cent or less. After creating or updating the invoice, add in the response line...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  15. Setting a rocket theme background to fixedhttps://www.joellipman.com/articles/cms/joomla/setting-a-rocket-theme-background-to-fixed.html

    of the elements scroll about. Go to Extensions -> Template Manager> Edit the CSS for the template You should be given an option of css files, select styles.css and click on the Edit button Look for these lines: body.bgstyle1 #main-background...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
  16. View your available module positionshttps://www.joellipman.com/articles/cms/joomla/view-your-available-module-positions.html

    for Joomla 2.5.x Note that Joomla versions 1.6 upwards include this as an option in the global configuration settings which you can access using your Joomla admin panel: Template Manager Options Preview Module Positions -> Disabled or Enabled You will...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
  17. Call to a member function mark() on a non-object in Joomla CMShttps://www.joellipman.com/articles/cms/joomla/call-to-a-member-function-mark-on-a-non-object.html

    update Akeeba (a 3rd party component to do backups) simultaneously or prior to updating the core Joomla CMS. Ticking both options and then updating re-created the error. I restored the files (using a backup to overwrite the existing PHP files), leaving...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: en-GB
  18. ReCaptcha alternative: Integrate PlayThru in JComments 2.3 for Joomla 2.5https://www.joellipman.com/articles/cms/joomla/recaptcha-alternative-integrate-playthru-in-jcomments-for-joomla.html

    and scoring key given to you. > Save Upload the files to \components\com_jcomments\libraries\ayah STEP #3: Enable admin option dropdown This is a code change to allow the admin to select PlayThru. Open the file...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
  19. ReCaptcha alternative: Integrate PlayThru in JComments 3.0 for Joomla 3.2https://www.joellipman.com/articles/cms/joomla/recaptcha-alternative-integrate-playthru-in-jcomments-3-0-for-joomla-3-2.html

    and scoring key given to you. > Save Upload the files to \components\com_jcomments\libraries\ayah STEP #3: Enable admin option dropdown This is a code change to allow the admin to select PlayThru. Open the file...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
  20. Setting up your store to use SSLhttps://www.joellipman.com/articles/else/e-commerce/setting-up-your-store-to-use-ssl.html

    you will first need an SSL certificate. Many hosting companies will either provide (or can offer) "Shared SSL" or the option to buy a "Dedicated SSL" certificate. Shared SSL means that your store will run using two domains your master domain name and...

    • Type: Article
    • Author: Joel Lipman
    • Category: eCommerce Systems
    • Language: *
Results 41 - 60 of 82