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  1. Zoho CRM & Zoho Bookings Issue: Full Name appears in Last Name (first name first name last name)https://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-bookings-full-name-appears-in-last-name.html

    Configure the field for Guest Users Hover over "Name" and click on the pencil icon to edit this Alongside "Field Type", select "First Name, Last Name" Now your booking form will be similar to the following: And if the account is integrated with Zoho...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  2. Zoho CRM: Standard Setup for Tax Rateshttps://www.joellipman.com/articles/crm/zoho/zoho-crm-standard-tax-rate-setup.html

    the tax rates that this CRM can use; but... do the next steps for users to be able to use these. Done, sorta To have this selectable for users in their transactional modules (quotes, sales orders, invoices, purchase orders), you need to modify each...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  3. Zoho Creator: Receive eBay Order Notifications via Webhookhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-receive-ebay-order-notifications-via-webhook.html

    the CRM functions page, hover your mouse over the function name you just created and click on the ellipsis/three dots icon Select REST API and enable the API Key, this will return a URL that you want to copy to clipboard or notepad for later use. Set...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  4. Zoho CRM: Schedule a Task: Timesheet Reminderhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-schedule-a-task-timesheet-reminder.html

    = zoho.currentdate.toStartOfWeek().addDay(1).toString("yyyy-MM-dd"); // // build up COQL Query v_CoqlQuery = "select Start_DateTime, End_DateTime from Events where Created_By='" + v_UserID + "' and ("; v_CoqlQuery = v_CoqlQuery + "Start_DateTime>='" +...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  5. 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

    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" which stores a default timezone and can be...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  6. Zoho CRM: Template: Empty Space between Header and Line Itemshttps://www.joellipman.com/articles/crm/zoho/zoho-crm-template-empty-space-between-header-and-line-items.html

    as long as you can get to the HTML of the template: Login to ZohoCRM > Setup > Customization > Templates > Inventory > 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"...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  7. Zoho Creator: Shopify API Integration Oauth 2.0 - Update 2022 (Search by SKU GraphQL)https://www.joellipman.com/articles/crm/zoho/zoho-creator-shopify-api-integration-oauth-2-0-update-2022.html

    and some reports; the other things like discounts, fulfillments 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):...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  8. 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

    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 frustration, you should get a prompt to download the Intel...

    • Type: Article
    • Author: Joel Lipman
    • Category: Articles
    • Language: *
  9. ZohoRecruit: Create Linking Table for Candidates and Associated Job Openingshttps://www.joellipman.com/articles/crm/zoho/zohorecruit-create-linking-table-for-candidates-and-associated-job-openings.html

    be a "Connections" in the top grey bar that you should click on and create a connection with the scopes that you want (I select nearly all of them), and I'm going to call this one "jl_recruit". The Deluge code for workflow /*...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  10. Zoho Cliq: Integrate OpenAI and ChatGPT 3.5 Turbohttps://www.joellipman.com/articles/crm/zoho/zoho-cliq-integrate-openai-and-chatgpt-3-5-turbo.html

    and respond with the response from the OpenAI API. Setup a Zoho Cliq bot Login to ZohoCliq Click on your profile picture Select "Bots & Tools" Click on "Create Bot" (or "Edit Handlers" on an existing bot) Fill in the details then edit the Handlers. For...

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

    one for windows 7 here. I'm actually only saving you a click as you can just right-click on the google chrome icon and select "New Incognito Window". This is just how to set it by default (useful if you do online banking, shopping, etc). Right-click on...

    • Type: Article
    • Author: Joel Lipman
    • Category: Google
    • Language: en-GB
  12. Change Regional Settings for your Reporthttps://www.joellipman.com/articles/microsoft/ssrs/change-regional-settings-for-your-report.html

    Dates and Times used in parameter fields to UK format (dd/MM/yyyy). You can override this in the report by: Go to Design Select the View tab Check that the "Properties" pane is displayed/ticked Change Language under Report Properties > Localization to...

    • Type: Article
    • Author: Joel Lipman
    • Category: SQL Server Reporting Services
    • Language: en-GB
  13. ZohoCRM: Get All eBay Active Listingshttps://www.joellipman.com/articles/crm/zoho/zohocrm-get-all-ebay-active-listings.html

    m_Params.put("SellingSummary",m_Exclude); m_Params.put("SoldList",m_Exclude); m_Params.put("UnsoldList",m_Exclude); // // select which fields to return l_OutputFields = List(); l_OutputFields.add("ItemID"); l_OutputFields.add("Title");...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  14. ZohoCRM: Get Organization Business Hours using Deluge/APIhttps://www.joellipman.com/articles/crm/zoho/zohocrm-get-organization-business-hours-via-deluge-api.html

    is called "Staff" and the subform is called "Usual Shift" containing the columns "Day", "Start Time", and "End Time": // // select applicable staff l_ApplicableStaff = Staff[ID != 0]; for each c_Employee in l_ApplicableStaff { info c_Employee.Name; //...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  15. Zoho Deluge: Get All Orders from eBayhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-get-all-orders-from-ebay.html

    m_Params.put("CreateTimeFrom",v_OrdersFrom); m_Params.put("CreateTimeTo",v_OrdersTill); // // select which fields to return l_OutputFields = List(); l_OutputFields.add("OrderID"); l_OutputFields.add("OrderStatus"); l_OutputFields.add("AmountPaid");...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  16. ZohoCreator: Using .toFile and Uploading to a Creator fieldhttps://www.joellipman.com/articles/crm/zoho/zohocreator-using-tofile-and-uploading-to-a-creator-field.html

    of a function which has already done a lot of processing. Here's a quick test snippet of code: void fn_UploadTest() { // // selecting a record which has a file upload field that we want to upload to c_Check = My_Form[ID == 123456]; if(c_Check.count() >...

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

    having difficulty finding these, go 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...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  18. Zoho Projects: Get All Eventshttps://www.joellipman.com/articles/crm/zoho/zoho-projects-get-all-events.html

    v_EndpointPortals type: GET connection: "my_projects_connection" ]; info r_Portals; // // once we check the JSON, we can select a portal name and ID, this avoids the need of using up an API request to get the portal v_PortalName = "my_portal";...

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

    difficult. What would be nice-to-have is if they could be presented with a bunch of colors and they click on one to select it. When are colors used? Well in this use-case, we are using it to color events in a calendar associated with specific staff....

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  20. 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

    response 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...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
Results 201 - 220 of 237

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