Search - Joel Lipman .Com

21. ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM record: / Zoho /; ... admin account) Log in to https://accounts.zoho.com/developerconsole Click on Add Client ID Select "Self Client" Provide the details and register your application Upon successful authentication, ...; Created on 17 October 2022
22. Zoho CRM / Deluge: Send an email with a CRM Quote using a given CRM template: / Zoho /; ... on the ellipsis or three horizontal dots button in the top right and selecting "Send Mail" then selecting which inventory template to use... This is too many steps for some. Instead, we've been asked to ...; Created on 18 August 2022
23. Zoho Creator: Populate a Multi-Lookup: / Zoho /; ... you simply add an option to the picklist and then specify which of the options are selected. In this case, simply giving it the IDs should work... but it doesn't. Assuming my multi-lookup field is ...; Created on 18 August 2022
24. Zoho Books/Inventory: Trigger a workflow when an invoice has been paid: / Zoho /; ... you or may be already working for you without this issue. By changing the workflow to execute not "When any field is upddated" but "When any selected field is updated" and then selecting the fields "Status", ...; Created on 17 August 2022
25. ZohoCRM: ZDK Client Script to retrieve Contact Email: / Zoho /; What? An article on one of my first client scripts for ZohoCRM. This retrieves and populates an email field based on when a contact is selected in a lookup field. Why? I could do a normal automation/workflow ...; Created on 20 July 2022
26. Amazon Kindle: Send PDFs to your Kindle: / Kindle /; ... down and select the Personal Document Settings Scroll down again and select the Approved Personal Document E-mail List. This is the list containing the email address that the Kindle will recognize. You ...; Created on 29 June 2022
27. GoDaddy Apache cPanel: Install SSL Certificate: / cPanel /; ... for Select the Server Type and then click on "Download Zip File" button Decompress the ZIP and find the CRT file Return to your GoDaddy page and scroll down to "Web Hosting" then click ...; Created on 07 April 2022
28. Zoho Inventory & eBay Picture Services: UploadSiteHostedPictures: / Zoho /; ... Step-by-step Add Zoho Creator to your Zoho One Login to Zoho One Go to Settings (cog in top right) Click on Applications i the sidebar Click on the Add Application button Select Creator by clicking ...; Created on 31 March 2022
29. PC Build 2022: 5 Monitors connected to 1 PC using 1 GPU: / Articles /; ... > Right-click on it, enable it and select "Update Driver" Either via the device manager or just from pure frustration, you should get a prompt to download the Intel Graphics Command Center app from the ...; Created on 12 March 2022
30. Zoho Creator: Radio group into Calendar Carousel: / Zoho /; What? Another article on styling a radio group to become a weekly calendar carousel. In that a radio group displays the days of the week with arrows allowing the user to select the next or previous ...; Created on 09 March 2022
31. Zoho Creator: Shopify API Integration Oauth 2.0 - Update 2022 (Search by SKU GraphQL): / Zoho /; ... will all be done by the sales team via Shopify. So I select the following: (see: Shopify API Access scopes for more info on each): read_analytics,write_customers,read_customers,write_inventory,read_inventory,write_order_edits,read_order_edits,write_orders,read_orders,write_product_listings,read_product_listings,write_products,read_products,write_reports,read_reports ...; Created on 14 February 2022
32. Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile): / Zoho /; What? So this is a pretty cool feature in Zoho CRM that I hadn't used much but definitely worth an article. The ability to block field picklist options from being selected based on the profile of a user. ...; Created on 11 February 2022
33. Zoho CRM: Template: Empty Space between Header and Line Items: / Zoho /; ... > Select the template with this issue Click on the "Edit HTML" icon in the top right of the editor: Find the code "page-break-inside" Change this from "avoid" to "auto": And optionally, ...; Created on 03 February 2022
34. ZohoCRM: Template: not being able to edit a text box: / Zoho /; ... "2" (or your own company initials just to show the customer who's boss). Now click on the pencil icon of the cloned template Right-click on the text box causing the issue and select "Inspect" (if you ...; Created on 25 January 2022
35. Zoho Creator: Receive eBay Notification and Create Shopify Order: / Zoho /; What? This is an article documenting how to parse the notification from eBay and using it to create an order in Shopify. Why? Previously, we would receive an eBay notification and create an ...; Created on 21 January 2022
36. ZohoCRM & Xero Real-Time Invoices: Receive Webhook: / Zoho /; ... return return ; Save this and return to the list of functions Hover over the function you just created, click on the 3 dots/ellipsis and select "REST API" Switch on the API Key and copy the URL ...; Created on 10 January 2022
37. Zoho CRM/Deluge: Get TimeZone Based on GeoCoded Address (Lat/Lng): / Zoho /; ... are going to loop through picklist options (500 timezones) in CRM to select the most relevant one. If all this fails, then it defaults to a module called "States" which stores a default timezone and can ...; Created on 15 December 2021
38. Zoho Creator/Deluge: Calculating with Timezone Offset: / Zoho /; ... + input.Agent_Date_Time_Start.toString("EEEE, MMMM dd, yyyy @ h:mma") + " " + v_AgentTimeZoneName + " "); v_ResultInformation = v_ResultInformation.concat(""); input.Note_BookedTimeSelection = v_ResultInformation; ...; Created on 07 December 2021
39. Zoho CRM: Schedule a Task: Timesheet Reminder: / Zoho /; ... "select Start_DateTime, End_DateTime from Events where Created_By='" + v_UserID + "' and ("; v_CoqlQuery = v_CoqlQuery + "Start_DateTime>='" + v_FirstDateOfWeek + "T00:00:00+00:00' and "; v_CoqlQuery ...; Created on 02 December 2021
40. Zoho Creator/Deluge: UnPredictable exception, Invalid statement found: / Zoho /; ... select a bunch of creator records (ok all of them) l_AllRecords = myForm[ ID != 0 ]; // // loop through these for each r_Record in l_AllRecords { // set an if condition if(r_Record.Type ...; Created on 17 November 2021