JOEL LIPMAN Systems / Automation / AI

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Practical notes on CRM development, automation, APIs and everyday IT.

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467 results

  1. Zoho CRM

    Zoho CRM: Presenting ABM for Zoho CRM: Expand and retain your customers with precision

    ... ustomer has stopped using it and may need help getting started again. ABM helps you notice these differences and decide how to help each company. Your team can share what it knows and agree who will follow up. The aim is to keep customers h ...

  2. Automation

    OpenAI GPT Image 2.5: This house does not exist

    ... ions and debugging notes. This time I have been playing with OpenAI's ChatGPT Image 2.5 and its sketch feature, using a few very rough drawings as the starting point for a Georgian-inspired home concept. The idea was to see how far I could ...

  3. Apple

    MacOs: Transcribe Training Video using OpenAI Whisper

    What? Just noted this down in case I need to do it again. This article documents how to take a 5.5 hour video (MP4) and have it transcribed by a locally installed AI on a MacOS (running Sequoia 15.1.1). Why? Needed for training videos as a ...

  4. Personal Home Page

    PHP Script: Make your own Thumbnail Generator via API

    ... king for an online tool that will take an image and make a thumbnail copy? This article is for me if I ever want to recreate an online tool capable of receiving an image URL and which both generates and outputs a thumbnail image and makes i ...

  5. Google

    Google Event Ilustrations aka Flairs

    ... tbestsecrets.com/2019/09/google-calendar-event-images.html art: painting, art workshop, sketching workshop, drawing workshop badminton: badminton baseball: baseball basketball: basketball bbq: bbq, barbecue, barbeque beer: beer, beers, Okto ...

  6. Zoho CRM

    ZohoCRM: Make either Mobile or Email mandatory

    ... ing the other optional. Why? My use-case is that the mobile or email field on a Zoho CRM contact record is used to authenticate the contact on a Wordpress portal. OTP or 2FA or MFA or OTC is in effect however; so a contact email OR phone nu ...

  1. Zoho CRM

    ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Lead

    ... An article to ensure I never spend this long on such a request again. The brief is: "Follow up when a lead is created and not converted within 1 day send an email and notification to sales person everyday for 3 days then escalate to a speci ...

  2. Zoho CRM

    Zoho CRM: Client Script Confirmation Box and Popup Mailer

    What? This is an article just repeating a script from the Zoho Kaizen series allowing a confirmation box (something lacking in Zoho Creator - but that every app outside of Zoho has) as well as a popup to email from CRM with a rich-text inte ...

  3. Zoho CRM

    ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRM

    ... rticle to show you how to, using Deluge code, generate all the email signatures in the user profile in ZohoCRM. Why? To simplify the on-boarding process. A client of ours has a rather rich HTML email signature with a profile photo included. ...

  4. Zoho Creator

    Zoho Creator: Sendmail a list of attachments

    What? This is a very quick article on sending an email with Deluge which needs a dynamic number of files attached to it. Why? This came up during a call with another developer and it occurred to me that perhaps this isn't clearly documented ...

  5. Zoho Other

    Zoho: Email Deliverability / SPF / DKIM / DMARC / Toolkit

    What? A quick article on the SPF & DKIM setup to improve email deliverability from a ZohoApp and methods to check. Why? Not sure how I came across it as most of our customers don't use ZohoMail, but there is a Zoho Toolkit to run some check ...

  6. Zoho Analytics

    ZohoAnalytics: Pivot Campaigns vs Contacts

    ... st a working example of an ANSI-SQL (ZohoSQL) query pivoting campaign results vs contacts. Why? Simply the client wanted a report on customers on each row and then the campaigns as columns. What we want: Contact Name Lead Source Campaign 1 ...

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