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Assuming setup is required, the following 114 results were found.

  1. ZohoCRM Webhook: Create ZohoInventory Records from an eBay orderhttps://www.joellipman.com/articles/crm/zoho/zoho-inventory/zohocrm-webhook-create-zohoinventory-records-from-an-ebay-order.html

    webhook, because CRM webhooks run more reliably then the ones we have found in ZohoBooks and other Zoho Apps. Prerequisites: Setup a connection called "joel_books" that has the necessary scopes to view taxes and chart of accounts Setup a connection...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Inventory
    • Language: *

  2. 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

    Excel icon) Give the table name "Attachments" > Select your Excel file > Next Get the ZohoDesk Org ID: Login to ZohoDesk > Setup > Developer Space > API Scroll to the bottom of the page and you should see the 11-digit number "OrgId" there Note this down...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Desk
    • Language: *

  3. ZohoCreator: Basic Widget with Zoho Datahttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zohocreator-basic-widget-with-zoho-data.html

    will only work within Zoho Creator. If you want a solution which sits on an external website and which talks to Zoho, then setup an externally hosted web app with the usual JavaScript frameworks and have it send AJAX commands to a server which...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *

  4. Zoho Analytics & Zoho People: Monitor DataSource Sync https://www.joellipman.com/articles/crm/zoho/zoho-analytics/zoho-analytics-zoho-people-monitor-datasource-sync.html

    A quick article on how to setup an automation that checks if a datasource synchronization between Zoho People and Zoho Analytics failed. This can be adapted to any data source for Zoho Analytics. Why? We're assisting a client implement Zoho People as...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *

  5. Migrate JComments from Joomla 1.5.x to Joomla 2.5.xhttps://www.joellipman.com/articles/cms/joomla/migrate-jcomments-from-joomla-15x-to-joomla-25x.html

    of print: Jcomments v2.3.0 on Joomla v2.5.4) Copy the below script to a text file Change the database names to match your setup Change the table name prefixes to match your setup Run the modified SQL script against your database. Note: It is not...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *

  6. Running Internet Explorer 6, 7, 8 as standaloneshttps://www.joellipman.com/component/content/article/running-internet-explorer-6-7-8-as-standalones.html?catid=80&Itemid=165

    (???) so I had to find a solution to suit me. I'd done this before IE7 (so a long time since). My office workstation setup for this is: HP CMT DC7900 E5300 @ 2.60Ghz 2Gb RAM Windows XP Professional SP2 Internet Explorer 7 As you can tell, not the most...

    • Type: Article
    • Author: Joel Lipman
    • Category: Windows OS
    • Language: *

  7. MySQL parameters in Excel 2007 PivotTableshttps://www.joellipman.com/articles/else/database/mysql/mysql-parameters-in-excel-2007-pivottables.html

    I still couldn't figure out how to do this. Hopefully this article will help you more than my search engine skills do. My Setup Windows XP Workstation...needs to open... Excel 2007 SP2...with ODBC to... MySQL v5+...hosting database... ActivityLog...

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

  8. Security Checklistshttps://www.joellipman.com/articles/cms/joomla/security-checklists.html

    the gist of http://docs.joomla.org/Security_Checkli … omla_Setup is as follows: Security Checklist 4 - Joomla Setup 1. Install official versions of Joomla 2. Change the default administrator username 3. Protect directories and files 4. Adjust file and...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *

  9. AutoHotkey - MS Windows 10 - Open Apps on Multiple Monitors and Desktopshttps://www.joellipman.com/component/content/article/autohotkey-ms-windows-10-open-apps-on-multiple-monitors-and-desktops.html?catid=48&Itemid=165

    close down your PC and log back in, all the applications are grouped into the one desktop. If you have a multiple monitor setup (ie. more than 1 monitor), then MS Windows will almost remember which apps were open on which screen but always on Desktop 1....

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

  10. Joes Network Transmission Detector (JTD)https://www.joellipman.com/component/content/article/joes-network-transmission-detector-jtd.html?catid=53&Itemid=165

    received/sent from your workstation. Download Available for download for FREE as OpenSource. Portable so no installation/setup (can run off USB). Source files included for you to check. No signups, etc required, have fun! What's it detecting? Currently...

    • Type: Article
    • Author: Joel Lipman
    • Category: Product Documentation
    • Language: *

  11. Joes Revolver Map (JRM)https://www.joellipman.com/component/content/article/joes-revolver-map-jrm.html?catid=53&Itemid=165

    Visit the website http://revolvermaps.com/?target=setup Configure the map to the settings you want. Copy the ID reference as per the "Important Note" below. Login to your Joomla website admin panel Install this module as per usual (will auto-install) Go...

    • Type: Article
    • Author: Joel Lipman
    • Category: Product Documentation
    • Language: *

  12. Zoho Deluge - Update Creator from CRMhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-update-creator-from-crm.html

    person and adding our 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...

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

  13. Zoho CRM/Creator - Common Errors & Gotchashttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-creator-common-errors-gotchas.html

    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 > and get ERROR_invalid_operation_type...

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

  14. Zoho Deluge: Search Records with Special Characters (COQL)https://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-search-records-with-special-characters-coql.html

    CRM Object Query Language or Zoho's COQL. Similar to SQL but subject to similar issues of escaping special characters... 1. Setup a CRM Connection to Search Records via API I won't go into detail on how to set up your own connection as I have elsewhere...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *

  15. Zoho CRM: Mapping a Multi-User or Multi-Lookup field using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-mapping-a-multi-user-or-multi-lookup-field-using-deluge.html

    (as opposed to standard modules and custom modules). Quick way to determine the API name of the linking module: Go to setup > Developer Space > functions. Create a standalone function called "Test". Type in line 1: r_Record = zoho.crm.getRecords then...

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

  16. Zoho CRM & Zoho Writer: Button to Merge Template, Send, and Attachhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-zoho-writer-button-to-merge-template,-send,-and-attach.html

    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 Connector" Select the...

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

  17. Zoho Inventory & eBay Picture Services: UploadSiteHostedPictureshttps://www.joellipman.com/articles/else/e-commerce/ebay/zoho-inventory-ebay-picture-services-uploadsitehostedpictures.html

    from Zoho Creator to Zoho Inventory 3 lines icon in the top-left of your Creator (in edit this application mode) Then go to Setup > Connections > Add Connection Select Zoho OAuth and specify the scope(s) ZohoInventory.items.READ (add some more if you're...

    • Type: Article
    • Author: Joel Lipman
    • Category: Ebay
    • Language: *

  18. Zoho Cliq: Integrate OpenAI and ChatGPT 3.5 Turbohttps://www.joellipman.com/articles/crm/zoho/zoho-other/zoho-cliq-integrate-openai-and-chatgpt-3-5-turbo.html

    to the Internet unlike ChatGPT which only has information up to 2021. How? The basics of setting this up would be to setup a bot in ZohoCliq and then to edit either a message handler or participation handler. As for the usage, simply ask the Cliq Bot a...

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

  19. Zoho CRM: Change System Field Lengthhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-change-system-field-length.html

    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 select the layout (eg....

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

  20. 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

    Save and close the edit mode of the Canvas. Function to return pipeline Login as a ZohoCRM Administrator and go to Setup > Developer Hub > Functions > New Function Give it a function name, display name, description, and set category to "Standalone": I'm...

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