Search - Joel Lipman .Com

1. ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Lead: / Zoho /; ... reminder to the lead record owner but to no avail. An assignment rule wouldn't work in this case as it had to be the lead owner (there is no owner at assignment rule stage). A workflow email notification ...; Created on 14 May 2024
2. Zoho Deluge: Text (SMS) reminder using Twilio API (LocalSense): / Zoho /; What? A very quick article to remind me how to send a text message using Twilio API in Zoho Deluge. Why? The use-case here is that we want local sense dialing where specific numbers are used both ...; Created on 16 December 2021
3. Zoho CRM: Schedule a Task: Timesheet Reminder: / Zoho /; ... Friday at 08:00 in the morning and will create a task if time logged is too low and will remind via Popup at about 4pm (16:00). You will need a connector (I've called mine joel_timesheet) and I've given ...; Created on 02 December 2021
4. Things to Check if Joomla Password Reminder email not being sent: / Joomla /; What? A quick article on a frequent question I get asked. This refers to an issue within the Joomla CMS (version 2.5.x) where it fails to email users who reset their password. How? A few things ...; Created on 09 May 2013
5. Reminder on SSRS row separator: / SQL Server Reporting Services /; My Setup XP SP3 Workstation Business Intelligence Development Studio 2008 (BIDS) SQL Server Reporting Services 2008 R2 (SSRS) What do I want? I have a report displaying room bookings. Each ...; Created on 26 October 2011
6. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Sign: / Zoho /; What? 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 ...; Created on 06 August 2024
7. Zoho Analytics: Create a Monitoring System with Images: / Zoho /; What? This is an article to remind me how I did this for a customer and images help visualize the health of the system. Why? The use-case here is to build a system which monitors a Zoho App for ...; Created on 25 July 2024
8. ZohoAnalytics & ZohoBooks: Custom Related List from Analytics: / Zoho /; What? A quick article to document 2 features in deluge code: a custom related list in ZohoBooks, and a reminder on how to read a table from ZohoAnalytics. Why? My use-case here is that we have ...; Created on 09 July 2024
9. Zoho Creator: Embed Forms/Reports on a Page: / Zoho /; What? Well known by most but this serves as a quick reminder to myself and anyone else on how to embed a form or a report into a Zoho Creator page. Why? Cos How? The below is a template ...; Created on 05 May 2022
10. GoDaddy Apache cPanel: Install SSL Certificate: / cPanel /; What? An article to remind me how to install an SSL certificate with GoDaddy. Why? A quick reference for myself as I found that with GoDaddy, a purchased SSL certificate seems to require re-installing ...; Created on 07 April 2022
11. Zoho CRM: Schedule a Meeting using Deluge: / Zoho /; ... time of print, I couldn't find that much information on how to build up a JSON request to create a meeting (previously known as Event) in Zoho CRM. Here's a quick snippet of code to remind me. How? ...; Created on 02 March 2022
12. Zoho CRM: Template: Empty Space between Header and Line Items: / Zoho /; What? A very quick article on how to deal with an issue where a CRM template has been used and where the table of line items appears on a separate page (and to remind me of the CSS to fix this). Why? ...; Created on 03 February 2022
13. Zoho Creator/Deluge: Calculating with Timezone Offset: / Zoho /; What? This is an article to remind me how to calculate various times for an appointment booking system based on the timezones of each party. Why? The use-case scenario is that our Creator server ...; Created on 07 December 2021
14. Zoho CRM: Schedule a Call using Deluge: / Zoho /; What? This is an article to document how to schedule a call with a reminder in Zoho CRM using Zoho Deluge. Why? Because I find a need to document anything that takes longer than 30 minutes to ...; Created on 18 November 2021
15. Zoho CRM & Deluge: Adding 10 minutes to a CRM Date Time field: / Zoho /; What? I already have an article documenting Pushing a value to a datetime field in CRM but wanted another article here to remind me of the Deluge code I need to add/subtract time. Why? Just want ...; Created on 11 November 2021
16. Zoho CRM: Upload a Product Photo using Deluge: / Zoho /; What? A quick article to remind me on how to upload a photo using CRM API v2. Yes it's documented and yes it still confuses me now and again. So I'm writing this to remind me and to keep reminding me ...; Created on 27 September 2021
17. Zoho Creator: Receive eBay Order Notifications via Webhook: / Zoho /; ... REST API function that will forward the payload data to Zoho Creator (Yes you will need CRM version Enterprise or Zoho One [that supports functions] for this process). So first off, here's a reminder ...; Created on 20 September 2021
18. Zoho Creator: Prevent Endless Loops On User Input of a Field: / Zoho /; What? This article serves as a best practice and reminder to myself on how to stop endless loops from happening in Creator and crashing the application. This is more for complex Creator forms which ...; Created on 19 September 2021
19. Zoho Deluge: Date from a String (dd/MM/yyyy to yyyy-MM-dd): / Zoho /; What? A quick article to remind me of the regex to change a date from the format dd/MM/yyyy to yyyy-MM-dd. Why? Irrespective of server, organization or user settings, the date handling can vary. ...; Created on 01 September 2021
20. ZohoCRM: Deluge: Map a custom field from user profile: / Zoho /; What? A quick article to remind me how to quickly get a field from a user's settings based on the owner of a record. Why? A client had added a custom lookup field to the users settings called "Division" ...; Created on 01 September 2021