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  1. Zoho Projects: Add a Time Log to an Issue using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-projects/zoho-projects-add-a-time-log-to-an-issue-using-deluge.html

    a Zoho Projects Issue using code (Zoho Deluge) rather than the graphical user interface (GUI). Note this would probably be similar to when trying to enter a time against a project Task but this article is focused on getting this working against Project...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Projects
    • Language: *
  2. Zoho CRM & Zoho Bookings Issue: Full Name appears in Last Name (first name first name last name)https://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-zoho-bookings-full-name-appears-in-last-name.html

    click on the pencil icon to edit this Alongside "Field Type", select "First Name, Last Name" Now your booking form will be similar to the following: And if the account is integrated with Zoho CRM, the contacts will be pushed correctly as first name and...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  3. ZohoCRM: Deluge: Map a custom field from user profilehttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-deluge-map-a-custom-field-from-user-profile.html

    based on the owner of a record. Why? A client had added a custom lookup field to the users settings called "Division" (similar to team name) and wanted any Opportunity record to have a field showing the user's Division. This would help in reporting...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  4. Zoho CRM & Deluge: Adding 10 minutes to a CRM Date Time fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-deluge-adding-10-minutes-to-a-crm-date-time-field.html

    10 minutes to a date/time field in ZohoCRM and wanted a refresher for use in a client system. The usual error is something similar to the following: { "code": "INVALID_DATA", "details": { "expected_data_type": "datetime", "api_name": "Check_Date_Time"...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  5. Zoho CRM: Schedule a Meeting using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-schedule-a-meeting-using-deluge.html

    JSON request to create a meeting (previously known as Event) in Zoho CRM. Here's a quick snippet of code to remind me. How? Similar to how to create a call or task, but with some variation: // // initialize m_ScheduleMeeting = Map(); // // specify...

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

    a ZohoCreator app without building a JS Widget or using Nodejs... Or we can make do with the tools provided. The brief was similar to the Zoho Bookings interface where their Creator app is to present the user with the days of the week which they can...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  7. Zoho CRM & Zoho Inventory: Upload Image to Item Record using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-zoho-inventory-upload-image-to-item-record.html

    response to console info "Response of attempt to upload to Zoho Inventory:"; info r_UploadPhoto; You should get a response similar to the following: {"code":0,"message":"We've updated the item image. Nice one, by the way!"} Update 2024: Following Books...

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

    taken from Zoho Inventory. I'd prefer if it was included 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....

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  9. Zoho Analytics: Set Up a Widget Displaying Sales Personhttps://www.joellipman.com/articles/crm/zoho/zoho-analytics/zoho-analytics-set-up-widget-displaying-sales-person.html

    not known. Click on the button Apply Then on the dashboard, if you map your user filter, this will produce a widget similar to the following (ignore my sales person filter "Unknown"):

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *
  10. 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

    responses I programmed it to answer with. Any variations of the questions it did not understand, it would return a response similar to Siri or Ask Google where it includes the keywords in a "Search the web..." task. ChatGPT by OpenAI is viral at the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Other
    • Language: *
  11. Zoho Deluge: Get All Orders from eBayhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-get-all-orders-from-ebay.html

    In this task, we are simply getting a CSV with all the order IDs for a particular year output as a spreadsheet. How? Similar to how we retrieved the eBay active listings (see article link above), we're going to use the GetOrders call for order (sales)...

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

    record Specify the Host as 1522905495316._domainkey.mycompany.com // Important: if hosted by GoDaddy, Ionos, FastHosts, and similar domain providers, you do not include the domain name as this gets appended automatically: so just...

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

    != null) { // // loop through to see if our custom notifications exist // note that installing other apps may create similar webhooks so you need to make sure the script below is looking for your custom webhook for each m_ThisWebhook in...

    • Type: Article
    • Author: Joel Lipman
    • Category: Shopify
    • Language: *
  14. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Signhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-zoho-sign-send-crm-merged-template-for-zoho-sign.html

    I think I have a similar article on this website but the article below documents the full process to create a button that will map the values/fields from the record into a CRM Mail Merge template and send it off for signing, then return the Signed...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  15. Zoho Deluge: Using Remove Key on a Map and Copying Record Tagshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-using-remove-key-on-a-map.html

    list map of tags and add these to the deal record. The key take-away to remember here is that remove() is a void function, similar to the sort() function; in that if you try to assign this to a new variable name, it will fail. In other words: m_NewTag =...

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

    are fully aware of this and seem to be committed to keeping their templates compatible with phpBB. phpBB3 installs similarly to Joomla CMS. As a personal preference, I set up a new database and a new mysql database user which will be used to store the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
  17. MessageBox or AlertDialog in Android Javahttps://www.joellipman.com/articles/else/app-dev/android-os/messagebox-or-alertdialog-in-android-java.html

    A quick article on how to display a OK/Cancel popup which I use as a message to the user for debug purposes. Why? It's similar to javascript's message box or confirm box, only Android let's you redesign the dialog. For my purposes I have used an XML as...

    • Type: Article
    • Author: Joel Lipman
    • Category: AndroidOS
    • Language: *
  18. Android: Keytool and Google Maps displaying greyhttps://www.joellipman.com/articles/else/app-dev/android-os/android-keytool-and-google-maps-displaying-grey.html

    Creating a Google Maps project in Android Studio (v0.8.6 beta) "creates" a SHA1 along with the project name: something similar to: 5B:3D:C4:92:CA:D5:12:89:45:1D:E2:64:CF:C8:21:F8:04:38:F2:3E;com.example.myapp. By default this is the SHA1 of your...

    • Type: Article
    • Author: Joel Lipman
    • Category: AndroidOS
    • Language: *
  19. SSIS Script: convert UPPERCASE to Mixed-Case using TitleCasehttps://www.joellipman.com/component/content/article/ssis-script-convert-uppercase-to-mixed-case-using-titlecase.html?catid=74&Itemid=165

    do not apply for "MacDonalds" because of names like "MACK" and "MACHURA". " and ", "la", "le", " van ", " de ", " of " and similar should remain lowercase. How? The SSIS Script component task has to be generic, it should only apply this to columns we...

    • Type: Article
    • Author: Joel Lipman
    • Category: SQL Server Integration Services
    • Language: en-GB
  20. Room Availability Calendar in Business Intelligence Development Studiohttps://www.joellipman.com/component/content/article/room-availability-calendar-in-business-intelligence-development-studio.html?catid=75&Itemid=165

    [ROOMS] rms WHERE rms.SiteId=@siteId AND rms.SetId=@setId ) You should be able to provide this statement with a result set similar to the following (if you include a tooltip with loads of info then just picture it at the end of these fields): Time Room...

    • Type: Article
    • Author: Joel Lipman
    • Category: SQL Server Reporting Services
    • Language: *
Results 21 - 40 of 61