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Assuming steps is required, the following 42 results were found.

  1. ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM recordhttps://www.joellipman.com/component/content/article/zohoflow-zohosign-retrieve-a-zoho-sign-document-request-and-add-attachments-to-crm-record.html?catid=138&Itemid=165

    on whether you access zoho.com or zoho.eu v_TLD = "com"; // // enter client ID, secret and refresh token as noted from above steps (the below are sample ones and will not work) v_ClientID = "1000.ABCDEFGHIJKLMNOPQRSTUVWXYZ1234"; v_ClientSecret =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Sign
    • Language: *
  2. Zoho Analytics: Determine profits from invoices and purchase ordershttps://www.joellipman.com/articles/crm/zoho/zoho-analytics/zoho-analytics-determine-profits-from-invoices-and-purchase-orders.html

    An article on the reasoning and steps to generate a dataset using Zoho's ANSI-SQL queries to generate the margins of each invoice in ZohoBooks. Why? We need to create a profits/losses dashboard in Zoho Analytics as we can't control the out-of-the-box...

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

    from my previous article for ZohoCliq; let's use what we know to develop a ZohoZIA for a demo system. There are several steps, so first we will set up the ZIA action "Ask ChatGPT" using the GUI, then we will capture the question using Deluge code and...

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

    problematic product to the ticket. They then want an Analytics report to show these photos. How? The following is simply the steps to create a data table in ZohoAnalytics, then the code to list a ticket's attachments and push them to the ZohoAnalytics...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Desk
    • Language: *
  5. ZohoCRM: Make either Mobile or Email mandatoryhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-make-either-mobile-or-email-mandatory.html

    the condition that the email "is empty" > click on the "Next" button Set Mandatory FIelds > and select "Mobile" Repeat these steps to add another rule: Call it "If Mobile Blank then Email Required" Select the Mobile/Phone field as the primary field to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  6. 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

    ]; v_OutputResponse = "Thank you for accepting your quote! We'll be in touch soon to finalize the next steps and get everything ready."; } else if(v_Intent == "Decline") { b_ValidResponse = true; // // Mark the estimate as declined r_Decline = invokeurl...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  7. Zoho Deluge: Connect to Shopifyhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-connect-to-shopify.html

    This article exists because I spent 2 hours going down the rabbit hole of trying to use OAuth2 and following the usual steps: Grant Code, Refresh Token, Access Token. I also went down the rabbit hole of installing app-bridge and configuring a JWT which...

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

    I want a Zoho Survey when submitted to be parsed by a Zoho CRM REST API function. How? First, I'll go through the steps of setting up the Zoho CRM function, we'll convert it to a REST API function which will give us a URL and then we'll configure the...

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

    CSS folder of the template. You should find a PHP file in this folder with the body.bgstyle# line you need to change as in steps 3 and 4.

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
  10. Migrate Joomla! 1.5.x to 2.5.x+https://www.joellipman.com/articles/cms/joomla/migrating-from-joomla-15-to-16.html

    -- 7) Remove remaining migration notes [Optional Step] -- Affects: #__assets, #__banners, #__categories -- * You need to run steps 1-7 for a full transfer of banners (does not -- include clients and tracks, run the remainder of this section for these)....

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
  11. Setup a copy of your Joomla websitehttps://www.joellipman.com/articles/cms/joomla/setup-a-copy-of-your-joomla-website.html

    Modify the configuration.php file in the root of the TEST site to reflect the usernames/passwords created in the previous steps. $sitename - I would suffix this with "TEST" so as to quickly distinguish this from your main website. $db, $user and...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: en-GB
  12. Migrating from Joomla 2.5.x to 3.4.xhttps://www.joellipman.com/articles/cms/joomla/migrating-from-joomla-2-5-x-to-3-4-x.html

    the new comments, correctly associated to -- their respective articles and users. Most of the users as per -- previous steps will match up, anonymous users (non-registered members) -- will be migrated without association (retain UserID=0). The article...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: en-GB
  13. Upgrading Joomla CMS version 3.x to Joomla CMS 5.xhttps://www.joellipman.com/articles/cms/joomla/upgrading-joomla-cms-version-3-x-to-joomla-cms-5-x.html

    in case I ever have to upgrade other people's Joomla CMS and if it helps anyone else out there. How? There aren't too many steps but this is what I went through and I might amend this if I see any new issues: Preamble Set up a new folder in my...

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

    the correct bin folder in your PATH environment variable, then you can use the keytool from any folder, skipping the initial steps of navigating to the JDK folder. Changing a keystore password keytool -storepasswd -new -keystore (replace with your...

    • Type: Article
    • Author: Joel Lipman
    • Category: AndroidOS
    • Language: *
  15. Transferring Apps (purchases) from iPhone 4s to 5s on a Windows PChttps://www.joellipman.com/articles/else/app-dev/ios/transferring-apps-purchases-from-iphone-4s-to-5s-on-a-windows-pc.html

    can be done when the new phone prompts you to set it up but you could do the below again at anytime (as I discovered). The steps below apply after having gone through the process of setting up the phone and finishing on the "Get Started" (including...

    • Type: Article
    • Author: Joel Lipman
    • Category: iOS
    • Language: *
  16. Returning Oracle Stored Procedure Resultset in SSRShttps://www.joellipman.com/component/content/article/returning-oracle-stored-procedure-resultset-in-ssrs.html?catid=75&Itemid=165

    report. (Ignore my 2nd and 3rd SSRS parameters in my example as I didn't end up using them) 4. Add a dataset Follow these steps carefully. I've added some screenshot images to help and highlighted areas which you should ensure are correct (or which...

    • Type: Article
    • Author: Joel Lipman
    • Category: SQL Server Reporting Services
    • Language: en-GB
  17. SQL Calendar in Business Intelligence Development Studiohttps://www.joellipman.com/articles/else/database/t-sql/sql-calendar-in-business-intelligence-development-studio.html

    it look pretty. I'm doing this now because you may not need parameters or events. The above should create your calendar, the steps that follow are to display it in a recognizable calendar format. A Parameter Now I need to add a parameter to the report...

    • Type: Article
    • Author: Joel Lipman
    • Category: Transact-SQL
    • Language: en-GB
  18. MS Excel - Sort pivottable column headings by datehttps://www.joellipman.com/component/content/article/sort-pivottable-column-headings-by-date.html?catid=110&Itemid=165

    "Row Labels" and sum "Values". But because the next time this happens, I would have to repeat this, I would advise the above steps to remove parentheses.

    • Type: Article
    • Author: Joel Lipman
    • Category: Excel
    • Language: en-GB
  19. Zoho People Analytics Regional Configurationhttps://www.joellipman.com/articles/crm/zoho/zoho-people/zoho-people-analytics-regional-configuration.html

    Click on “Pick Users / Groups” and search/select the Group you created earlier. Apply permissions as needed (see previous steps) Untick “Send Invitation Mail” Click on “Share” Share the regional dashboard with the test user and re-test access At this...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho People
    • Language: *
  20. Zoho CRM: Update Opportunity Type as New or Existing Businesshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-update-opportunity-type-as-new-or-existing-business.html

    type. If you wanted this only when the deal is closed won, then you could simply amend the below omitting some of the steps. Step 1: Add Marker Fields Login to ZohoCRM as an Administrator Go to Setup > Customization > Modules and Fields > Accounts >...

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