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Assuming work is required, the following 174 results were found.

  1. ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRMhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-zohowriter-generate-rich-email-signatures-in-crm.html

    ZohoWriter. Loop through active users in ZohoCRM. Merge the HTML email signature with the fields evaluated. Function: fn_Workdrive_HostImage I add this function to the CRM and use it as a standalone function to upload generic images (such as facebook,...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  2. Zoho Creator: Get Images in Report to be Exported to PDFhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-get-images-in-report-to-be-exported-to-pdf.html

    what happens in the real world process; then cover some technical information; and even include the function that makes it work: Business Process Customer visits website to report a faulty product; using website form or chat. Customer can upload or send...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  3. ZohoCreator: Using .toFile and Uploading to a Creator fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zohocreator-using-tofile-and-uploading-to-a-creator-field.html

    ohoapis.com/creator/v2.1/data"+zoho.appuri+"report/"+v_ReportLinkName+"/"+v_RecordID+"/"+v_FileUploadFieldName+"/upload?skip_workflow=['all']"; info v_Endpoint; // // upload the file m_Params = Map(); m_Params.put("file", f_TestFile); // // this will...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  4. Zoho Deluge and Wordpress/WooCommerce API: Get All Productshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-and-wordpress-woocommerce-api-get-all-products.html

    to get all products Here we need to loop through all the available pages, so including the above plus some calculation to work out how many times to loop should retrieve every thing: // // initialize l_AllProducts = List(); v_TotalCategories = 0;...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  5. 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

    person everyday for 3 days then escalate to a specified user". Why? Sorry Zoho! I tried using the interface to set up a workflow or any other mechanisms within ZohoCRM that allowed me to set up a daily reminder to the lead record owner but to no avail....

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  6. Zoho Books / Inventory: Get Item Rate from a Price Book/Listhttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-books-inventory-get-item-rate-from-a-price-book-list.html

    took me the best part of an hour to determine by going through forum posts from 7 years to 2 years ago. The following will work in May 2024 following the API domain change. The use-case is that the customer wants the item/product rate taken from the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  7. Zoho Projects: Get All Eventshttps://www.joellipman.com/articles/crm/zoho/zoho-projects/zoho-projects-get-all-events.html

    A quick article because I couldn't find anything that documented this with a working example. Why? The use-case here is that we want to make a ZohoCreator page display events for this month from ZohoProjects. How? The bit that stumped me was making a...

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

    I've noticed that if the accepted content on an invokeURL in ZohoCreator is not JSON, then isNull() preceeding will not work. Instead you will need to do something like the following: m_Header = Map(); m_Header.put("Authorization","Bearer ");...

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

    but not for products. How? There may be a better way of doing this. What I'm trying to have is a generic function that will work on any CRM and possibly be quick to adapt to a module other than products. This function will also try to delete the...

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

    rather than treat the number as a string and truncate it that way. Given the possible options of numbers given, it has to work with every number so here's both in Zoho Deluge Tryout: v_Rate = 12345.545; info "Rate: " + v_Rate; // built-in rounding...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  11. PHP Script: Make your own Thumbnail Generator via APIhttps://www.joellipman.com/articles/cms/website-development/php/php-script-make-your-own-thumbnail-generator-via-api.html

    of your own running PHP 8. The following PHP script was only tested using PHP version 8.x so I can't say whether it will work for previous versions. I cannot take credit for this script, as I asked OpenAI's ChatGPT to write it initially, and to build...

    • Type: Article
    • Author: Joel Lipman
    • Category: Personal Home Page
    • Language: *
  12. Zoho Survey & Zoho Analytics: Query to generate individual responses and grouped pageshttps://www.joellipman.com/articles/crm/zoho/zoho-analytics/zoho-survey-zoho-analytics-query-to-generate-individual-responses-and-grouped-pages.html

    An article on some Zoho ANSI-SQL (in other words, queries that work in Zoho Analytics) as I couldn't find any examples online on how to do this. Why? I've been tasked with generating a radar/spider/web chart based on the results from a survey....

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *
  13. Zoho CRM Client Script: Map Quote to Invoicehttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-client-script-map-quote-to-invoice.html

    Maps values from the related quote if loaded from somewhere other than converting quote to invoice.". Note that I have a workflow that when saved, uses an auto-number field, pads it with zeros, and prefixes it with "INV-" overwriting the invoice...

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

    feature which took me a few years to notice in Joomla. If you've ever installed a template for Joomla and spent hours working out where or how you are going to put what where, try adding ?tp=1 after your index.php url (ie....

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
  15. Using MetaMod to hide buttons from logged in usershttps://www.joellipman.com/articles/cms/joomla/using-metamod-to-hide-buttons-from-logged-in-users.html

    It's been difficult to find an easy solution to hide menu items from registered users. Finally, I found a solution that works 100% for me using the MetaMod tool without using any template hacks. The instructions on the metamod page are very vague so I...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
  16. Using K2 with jezReCaptcha plugin causing errorshttps://www.joellipman.com/articles/cms/joomla/using-k2-with-jezrecaptcha-plugin-causing-errors.html

    wouldn't recommend using the JezRecaptcha plugin. In fact I'm not impressed with Recaptcha as it's sound alternative doesn't work and the text form is hackable. I will be changing this over throughout the site... I may keep recaptcha for the comments...

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

    It doesn't seem to matter what order you do the below in because I went through rocketheme's instructions once and it didn't work. I then carried out all the changes going up and down the document, double-checking I had done everything their...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
  18. Anti-Spam override for all submitted datahttps://www.joellipman.com/articles/cms/joomla/anti-spam-override-for-all-submitted-data.html

    and captchas (such as JezRecaptcha), then the website security isn't amazing. I used to have Captcha on my K2 by Joomlaworks but if you did the sound version, it didn't work properly. I found that sometimes the captcha wouldn't even match what you typed...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
  19. Lazy stats: Yootheme / Gavick Pro / Rocket Theme Comparisonhttps://www.joellipman.com/articles/cms/joomla/lazy-stats-yootheme-and-gavick-pro.html

    is a comparison chart (at least in my opinion) of 3 major joomla template/extension providers. When I'm less caught up in work I'll try adding to this article. But here's some lazy stats: Package Comparison Table Personal Business Developer YooTheme 3...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
  20. Connect to Joomla database in standalone scripthttps://www.joellipman.com/articles/cms/joomla/connect-to-joomla-database-in-standalone-script.html

    How? Based on a script I found on StackOverflow. Not sure what version they were using so I modified it to make this work with my environment (Joomla 2.5.6). This is a cut down version of my download.php script: //init Joomla Framework define( '_JEXEC',...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: en-GB
Results 81 - 100 of 174