Zoho Deluge: Loop through 30 Minute Slotshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-loop-through-list.html

30 November 2018 and the documentation is flaky so I thought I'd make a note here just in case I need to refer to it again. Why? I want to modify a picklist and fill it with options from a certain time of the day to the closing time of the day (working hours). How? The...

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

URL Alias uniqueness with PHP & MySQLhttps://www.joellipman.com/articles/web-development/php/url-alias-uniqueness-with-php-mysql.html

06 May 2019 but you can run it anyway. Additional Note(s): The trigger only runs if inserting a record. If your script is trying to modify/update a record with a value that already exists in the table, you will get an error in which case you could probably add...

• Type: Article
• Author: Joel Lipman
• Category: Personal Home Page
• Language: en-GB

CSS Center an iFrame Horizontally and Verticallyhttps://www.joellipman.com/articles/web-development/css/css-center-an-iframe-horizontally-and-vertically.html

23 September 2019 50%; left:50%; transform: translate(-50%, -50%); } DEMO: See my JSFiddle demo: https://jsfiddle.net/Jlipman/u5sew3ob/21 and modify the height of the iframe then click on 'Run'. The iframe is always centered even if the top is off screen.

• Type: Article
• Author: Joel Lipman
• Category: Cascading Stylesheets
• Language: en-GB

Zoho Creator: Create a Widget which uses JavaScripthttps://www.joellipman.com/articles/crm/zoho/zoho-creator-create-a-widget-which-uses-javascript.html

24 October 2020 that for every action you are doing in the Safari browser, there will be a log in the terminal: Editing the Widget So let’s modify the widget.html file in this app by opening a finder/file explorer window and browsing to the app folder: Then open the...

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

Zoho Creator: Set Up Custom Domain for Customer Portalhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-set-up-custom-domain-for-customer-portal.html

17 November 2020 something like "Advanced DNS Editor", "Advanced Zone Editor" or "DNS Zone Editor": If the subdomain has a CNAME record, modify it as per the below (not the "Name" just the "CNAME" value) Name will be something like .mydomain.com. and www..mydomain.com....

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

Zoho CRM: Standard Setup for Tax Rateshttps://www.joellipman.com/articles/crm/zoho/zoho-crm-standard-tax-rate-setup.html

02 September 2021 this selectable for users in their transactional modules (quotes, sales orders, invoices, purchase orders), you need to modify each product record (can be done with "Mass Update") to give them the applicable tax rates: Browse to a CRM product record...

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

Zoho Creator: Prevent Endless Loops On User Input of a Fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-prevent-endless-loops-on-user-input-of-a-field.html

19 September 2021 causes a recursive or endless loop where each field triggers an workflow/automation, even if the value has not changed, to modify another field and vice-versa. This can get more complex when there are a lot of fields in the mix. How? I'm using this...

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

Zoho Creator: Change Radio into Tabshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-change-radio-into-tabs.html

22 October 2021 was a bit too much CSS for my head so instead, I'm going to add yet another notes field in my form called Note_TabCSS and modify the above workflow (OnUserInput_Tabs) to something like the following: hide Tab_Section_1; hide Tab_Section_2; hide...

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

ZohoCRM: Template: not being able to edit a text boxhttps://www.joellipman.com/articles/crm/zoho/zohocrm-template-not-being-able-to-edit-a-text-box.html

25 January 2022 100% certainty on what the cause/outcome would be for your case but worked for us. This documents the steps taken to edit/modify the header on a sales order inventory template. Why? A client raised an issue that they had previously hard-coded the...

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

ZohoCRM: Integrate ChatGPT to ZohoZIAhttps://www.joellipman.com/articles/crm/zoho/zohocrm-integrate-chatgpt-to-zohozia.html

06 March 2023 also ensure that the data shared can be controlled/monitored. Create a CRM Module called "GPT Chats" (singular: GPT Chat) Modify the name field to be an Auto-Number (I'm prefixing mine with CHAT- Add a pick list called "Role" with the options: "user",...

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

ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Leadhttps://www.joellipman.com/articles/crm/zoho/zohocrm-follow-up-and-remind-record-owner-to-convert-lead.html

14 May 2024 info r_Delete; } } } Caveat(s) I've set it to only remind on business days excluding Saturdays and Sundays but you could modify the above to simply AddDay(n) instead of AddBusinessDay(n) if your guys operate over the weekends. The task will be on the...

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

Zoho Analytics: Create a Monitoring System with Imageshttps://www.joellipman.com/articles/crm/zoho/zoho-analytics-create-a-monitoring-system-with-images.html

25 July 2024 that I could copy the image address from the library to the 2nd column in my data table. So in the duplicate browser, go to modify a widget again and get to the "Choose Image" > "Image Library" (as mentioned in earlier steps), then right-click on the...

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

Splatter Logohttps://www.joellipman.com/graphic-design/splatter-logo.html

30 September 2009 Pro you would simply: How? Insert text as floating, leave the selection on Create a new layer beneath Go to Selection > Modify > Expand > 10 px Fill this selection with another color (in the example below: dark grey) Add the brush with the same color to...

• Type: Article
• Author: Joel Lipman
• Category: Graphic Design
• Language: *