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Assuming option is required, the following 79 results were found.

  1. Zoho CRM/Deluge: Get TimeZone Based on GeoCoded Address (Lat/Lng)https://www.joellipman.com/articles/crm/zoho/zoho-crm-deluge-get-timezone-based-on-geocoded-address-lat-lng.html

    TimeZone API (one that returns a timezone given a lat/lng). The added feature is that we 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"...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  2. Zoho Analytics: Setup DataSource via FTP Connectionhttps://www.joellipman.com/articles/crm/zoho/zoho-analytics-setup-datasource-via-ftp-connection.html

    on "Add Data Sources" in the top right: Type FTP in the filter field in the top right and there should be a single FTP option displayed to you: Step 1 of 2: Give the datasource the table name it will have in Zoho Analytics, a description and then enter...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  3. Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile)https://www.joellipman.com/articles/crm/zoho/zoho-crm-using-a-function-for-validation-rules.html

    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. Why? There were several alternatives we considered beforehand which still...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  4. Zoho Creator: Radio group into Calendar Carouselhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-radio-group-into-calendar-carousel.html

    value of each radio item will be populated using deluge and what's important to note here is that each picklist/dropdown option includes some HTML, specifically a SPAN tag surrounding the date number (eg. "Wednesday9March"), which yields the following:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  5. PC Build 2022: 5 Monitors connected to 1 PC using 1 GPUhttps://www.joellipman.com/pc-build-2022-5-monitors-connected-to-1-pc-using-1-gpu.html

    You should see your Graphics Card listed but as well as a Windows Integrated Graphics or Intel Integrated Graphics option which is disabled > Right-click on it, enable it and select "Update Driver" Either via the device manager or just from pure...

    • Type: Article
    • Author: Joel Lipman
    • Category: Articles
    • Language: *
  6. Amazon Kindle: Send PDFs to your Kindlehttps://www.joellipman.com/amazon/kindle/amazon-kindle-send-pdfs-to-your-kindle.html

    that applies to your region. Sign in with your Amazon username and password. After you have logged in, look for the menu option Account and Lists which should show somewhere along the top right of the home screen. Under Account and Lists, look for Your...

    • Type: Article
    • Author: Joel Lipman
    • Category: Kindle
    • Language: *
  7. Zoho Creator: Populate a Multi-Lookuphttps://www.joellipman.com/articles/crm/zoho/zoho-creator-populate-a-multi-lookup.html

    in the list view or a Zoho Creator report. How? We would think it similar to a picklist/dropdown where 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...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  8. ZohoCRM: Import Attachmentshttps://www.joellipman.com/articles/crm/zoho/zohocrm-import-attachments.html

    This needs to be a ZIP / compressed file of a folder called "Attachments" (uppercase A and the word Attachments - no other option). The Attachments folder must contain no subfolders and only unique filenames herein. Perhaps if you were doing this over...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  9. Zoho CRM: ZDK Client Script: Auto-Select Pipeline based on User Departmenthttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zdk-client-script-auto-select-pipeline-based-on-user-department.html

    then use a client script to automatically read the user's record, retrieve the department, and set the correct pipeline option. Setup: Department Field on User Profile Login to ZohoCRM as a system administrator > Go to Setup > Users > Click the pencil...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  10. Zoho Webhooks & Shopify API: Keep Disappearinghttps://www.joellipman.com/articles/crm/zoho/zoho-webhooks-shopify-api-automatically-restore.html

    to your CRM > Settings/Setup > Functions: then hover your mouse over the function and select "REST API". Enable the API Key option and copy the long URL to your clipboard for use in the above function: Set up a schedule If you find your webhooks being...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  11. 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

    stage). A workflow email notification doesn't do the popup on the CRM as well. A workflow notify by email didn't give the option to remind daily... only weekly or monthly. Spent a while trying not to use code but here we are. Code is our friend. How? So...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  12. Zoho Creator: Input Color Pickerhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-input-color-picker.html

    the application later - so perhaps rename this to 'Staff Color'] Add another single line field, I'm calling it "RGB Value" [Optional: not required for the functionality of this demo but used in later application when including CSS opacity] Step 1: Code...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  13. Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Templatehttps://www.joellipman.com/articles/crm/zoho/zoho-books-estimates-quotes-accept-decline-buttons-on-template.html

    return {"crmAPIResponse":m_Response}; Once saved, I'll hover the mouse over it and click on the ellipsis to select REST API option. Then make a note of the URL. the ZohoBooks Estimate Template Now you need to add a couple of buttons to the estimate...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  14. ZohoDeluge: eBay marketplace account deletion/closure notificationshttps://www.joellipman.com/articles/crm/zoho/zohodeluge-ebay-marketplace-account-deletion-closure-notifications.html

    ID to open the Alerts and Notifications page: https://developer.ebay.com/my/push Select the Marketplace Account Deletion option in the Event Notification Delivery Method section. Enter a required email address to receive alerts if your Notification...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  15. ZohoCRM to ZohoBooks API: Rounding the cents or pennies when creating an invoicehttps://www.joellipman.com/articles/crm/zoho/zohocrm-to-zohobooks-api-half-a-cent-or-penny-off-when-creating-an-invoice.html

    12345.545: ZohoCRM Line Item ZohoBooks Line Item How? Here's the immediate solution I have applied now until Zoho enable an option to round via API with a 10th of a penny/cent or less. After creating or updating the invoice, add in the response line...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  16. Setting a rocket theme background to fixedhttps://www.joellipman.com/articles/cms/joomla/setting-a-rocket-theme-background-to-fixed.html

    of the elements scroll about. Go to Extensions -> Template Manager> Edit the CSS for the template You should be given an option of css files, select styles.css and click on the Edit button Look for these lines: body.bgstyle1 #main-background...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
  17. Windows 7 and Google Chrome incognito mode by defaulthttps://www.joellipman.com/articles/google/windows-7-and-google-chrome-incognito-mode-by-default.html

    you do online banking, shopping, etc). Right-click on the Google Chrome icon in your taskbar Right-click on Google Chrome option in the context menu Left-click on Properties Add the word -incognito (including the hyphen/dash) to the end of the Target...

    • Type: Article
    • Author: Joel Lipman
    • Category: Google
    • Language: en-GB
  18. SSRS Expand specific drilldown by defaulthttps://www.joellipman.com/articles/microsoft/ssrs/ssrs-expand-specific-drilldown-by-default.html

    week to be collapsed (hidden). The first time I did this, I couldn't expand the remaining days so don't forget to tick the option "display can be toggled by this report item" like I did. ahem... How to do it

    • Type: Article
    • Author: Joel Lipman
    • Category: SQL Server Reporting Services
    • Language: en-GB
  19. Deserialization and cannot checkout files in TFShttps://www.joellipman.com/articles/microsoft/tfs/deserialization-and-cannot-checkout-files-in-tfs.html

    the solution file Select any file in the Solution Explorer Go to File » Source Control » Go Online The "Go Online" is the option I was missing in this case.

    • Type: Article
    • Author: Joel Lipman
    • Category: Team Foundation Server
    • Language: *
Results 61 - 79 of 79

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