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Assuming simply is required, the following 118 results were found.

  1. Zoho Projects: Get All Eventshttps://www.joellipman.com/articles/crm/zoho/zoho-projects/zoho-projects-get-all-events.html

    or "open". If you have used ZohoCRM then this is obvious; if you haven't then it may be difficult to work this out. Put simply, "Closed" are events in the past and "Open" are events in the future. The "is_open" in tasks is misleading and cannot be used...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Projects
    • Language: *
  2. Zoho Analytics: Create a Monitoring System with Imageshttps://www.joellipman.com/articles/crm/zoho/zoho-analytics/zoho-analytics-create-a-monitoring-system-with-images.html

    I want to have the URL of the image alongside this 2nd column so I'm going to add a 3rd column to my data table which is simply a copy of what was in column 2: In the textarea / multi-line box, and to the right of it, I click on the "ZohoAnalytics Image...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *
  3. 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

    So the above is good for a credit application form where the template exists in Zoho Sign. But now how do we do this using simply a Mail Merge template held in ZohoCRM? Let's give it a go: Scenario 2: Custom Module Mail Merge: Template exists in ZohoCRM...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  4. 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

    an accept and decline button on the estimate (aka Quote) notification template within ZohoBooks. Why? The use-case is simply that my client wants to make it easier for their customers to accept or decline a quote. Sure there's a portal and you can...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  5. ZohoCRM GetRelatedRecords INVALID_DATAhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-getrelatedrecords-invalid_data.html

    "api_name":"data" }, "message":"invalid data", "status":"error" } How? I recall covering this solution before but it boils simply down to the zoho.crm.getRelatedRecords() not retrieving related records which are clearly visible when using the CRM. The...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  6. Zoho Creator: isBlank and isNull: Before or After?https://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-isblank-and-isnull-before-or-after.html

    Null is FALSE */ Conclusion The recommended best practice for checking if the variable is null, contains blanks, or is simply an empty string would be: if(isBlank(v_Test)) { info "isBlank Preceding is TRUE"; } If you're not expecting the user to enter...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  7. 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

    -> Error was due to trying to assign map with removed key to a new map. -> Solution was to remove the assignment and simply keep m_Tag.remove("id");...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  8. Zoho CRM: Remove Duplicate Product Recordshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-remove-duplicate-product-records.html

    Product duplicates are a common issue during development, especially when we have products imported via a feed or API or simply by staff and their spreadsheets. There is a deduplication feature for leads and contacts but not for products. How? There may...

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

    NOT match how ZohoBooks does it. ZohoBooks rounds the .545 to .55 and .544 to .54... so let's abandon the truncating and simply deduct 1/10th of a cent/penny: // ------------------------- // Make .545 = .54 and .546 = .55 // CRM rounding v_RateCrm =...

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

    Why? Cos it took us a while. The online forums seem to go back over a decade and the documentation seems to have gaps; or simply modules are so custom/bespoke the documentation has started to genericize. My client has seen the Goals or Objectives report...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho People
    • Language: *
  11. Zoho Survey: Zoho CRM Webhookhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-survey-zoho-crm-webhook.html

    + m_SurveyBody.get("Email")); for each m_ContactResult in l_SearchContacts { // // if found then simply update the contact if(!isNull(m_ContactResult.get("id"))) { v_CrmContactID = m_ContactResult.get("id"); m_UpdateContact = Map();...

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

    reconcile these. This particular case covers where the Cx had a working automatic bank feed for a while but at some point simply stopped working. How? First let's go through a resolution and get the official response on what impact this has on...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  13. Change default order of weblinkshttps://www.joellipman.com/articles/cms/joomla/change-default-order-of-weblinks.html

    'title'); Now I've ordered my weblinks by title in this example, but here are some others that may be of interest (simply replace the word title with one of the bolded words below): id - by weblink identifying number catid - by category identifying...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
  14. Basic Joomla 2.5 Mootools Formhttps://www.joellipman.com/articles/cms/joomla/basic-joomla-25-mootools-form.html

    root of the domain: -- eg. http://demo.joellipman.com/joomla25/ has file in -- -- also note that this form can work with simply the core mootools script -- but does not include the validation that is in the more mootools script. for Yootheme: Warp 6:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: en-GB
  15. Improve Default Joomla Search https://www.joellipman.com/articles/cms/joomla/improve-default-joomla-search-heuristics.html

    by giving priority to articles where the search term is in the article title. In the stages thereafter, I'm going to simply enhance the relevance factor: Soundex: Built-in function to list matches that sound like the search term. Levenshtein: Allows for...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: en-GB
  16. ReCaptcha disappears from Joomla 2.5 Registrationhttps://www.joellipman.com/articles/cms/joomla/recaptcha-disappears-from-joomla-2-5-registration.html

    This applies to a case where the code WAS working and without any changes to the server (no updates), and the recaptcha simply stopped displaying. Public Key and Private Key have been setup in the Joomla Core Plugin. Set to display in both User...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: en-GB
  17. Export Joomla Users scripthttps://www.joellipman.com/articles/cms/joomla/export-joomla-users-script.html

    out of a Joomla CMS. How? I could just type a query on the database and get the same result, but this script was more fun. Simply create a text file with the following code and upload it to the root of your Joomla website. Access the page from a browser...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: en-GB
  18. MacOs: Transcribe Training Video using OpenAI Whisperhttps://www.joellipman.com/component/content/article/macos-transcribe-training-video-using-openai-whisper.html?catid=60&Itemid=165

    the Python Script to Transcribe python3 transcribe_vosk.py I left the script running overnight so I'm not sure whether it simply played it for 5.5 hours and transcribed it or whether it did it in a shorter amount of time; but the next morning I had a...

    • Type: Article
    • Author: Joel Lipman
    • Category: Apple
    • Language: *
  19. Upload file to Google Drive with PHP/cURL and API REST v3 (without Client Library)https://www.joellipman.com/component/content/article/upload-file-to-google-drive-with-php-curl-and-api-rest-v3-without-library-install.html?catid=61&Itemid=165

    $the_file_and_path, $mime_type, $new_name); Method #3: As method 2 but with specified folder To get the folder ID, simply browse to the Google Drive folder in your browser and note the last string in the URL. So in...

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

    In this example we will assume your webstore is located at http://www.example.com/store If you have dedicated SSL simply go to your master doman and store directory using your browser. http://www.example.com/store You should now be presented with your...

    • Type: Article
    • Author: Joel Lipman
    • Category: eCommerce Systems
    • Language: *
Results 61 - 80 of 118