Assuming settings is required, the following 108 results were found.
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= r_Timezone.get("zoneName"); // // get all the fields on the Lead module v_Endpoint = "https://www.zohoapis.com/crm/v2/settings/fields?module=Leads"; r_Response = invokeurl [ url :v_Endpoint type :GET connection:"joels_connector" ];...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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the data file regularly: After all that you will be shown your data table: Additional Note(s): Here are some notes & settings you may need on your quest to setup Zoho Analytics FTP Data Sources: Zoho Analytics IP Addresses to whitelist (if necessary):...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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The 2nd diagram is the working configuration I have now. Note that I've moved the bottom screens in the display settings to be next to each other as I found moving my mouse from 4 to 5 involved going up to 2, right through 3 to 1, then down to 5... Now...
- Type: Article
- Author: Joel Lipman
- Category: Articles
- Language: *
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(payment=unpaid). Not sure which fixed this. {"code": 4,"message": "Invalid value passed for JSONString"}: Quick fix by settings the parameters in the invokeUrl to a string m_Params.toString()
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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correct at time of print. Open Chrome Web Browser Click on the vertical ellipsis/3 dots icon int the top right Click on “Settings” Click on “Privacy and Security” Click on “Site Settings” If the ZohoDesk activity appears then click into this, if not...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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step if you fail) STEP 3: GENERATE A REFRESH TOKEN For the following, browse to Zoho Sign, login as the customer, click on Settings > API Tokens > then API token - deployment > Get Started Fill out the client ID and client secret along with the Grant...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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"Group By", select the field that has the value you want to display. Under "Show Value As", select Max Then click on the "Settings" tab and do the following: Under Primary Value - Label, enter the static text you want to display above the sales person...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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as the OS won't allow the file to be sent to a compressed folder. the Import process Simply login to ZohoCRM > Go to Setup/Settings > Under Data Administration, select "Import" > Select Zoho CRM Now upload all the files needed for your import: this will...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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click on the Search icon and type "CRM": I selected "ZohoCRM.coql.READ, ZohoCRM.modules.ALL, ZohoCRM.org.READ, ZohoCRM.settings.READ, and ZohoCRM.users.READ" Click on "Create and Connect" > Connect Choose the environment (eg. Production, Sandbox, or...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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Trigger: Incoming Webhook Purpose: Listens for stripe terminal payments. OAuth URL: https://www.zohoapis.com/books/v3/settings/incomingwebhooks/iw_stripe_terminal_payment/execute?auth_type=oauth Inputs: invoice Outputs: - Date Created: 2023-03-23 -...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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info p_eBayOrderRef; // // get books tax rates m_Taxes = Map(); r_Taxes = invokeurl [ url :"https://books.zoho.eu/api/v3/settings/taxes?organization_id=" + v_BooksOrgID type :GET connection:"joel_books" ]; if(!isnull(r_Taxes.get("taxes"))) { for each...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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+ v_TimeZoneOffset; Note(s): This was done in ZohoCreator which was showing a timezone of -0700 or PDT irrespective of the settings in the app being set to GMT.
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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to the administrator's section of the Wordpress website (mysite.com/wp-admin) Expand WooCommerce in the left sidebar Go to Settings (in the menu/sidebar) > Advanced (tab) > REST API (link under the tabs) Click on the Add key button Give it a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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]; } } return r_ShopifyWebhooks; The REST API endpoints If you are 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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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CRM info r_NewResp; Step 2: Setup workflow to escalate after 4 days: No code here necessary, this screenshot shows the settings I put in as a separate workflow: Step 3: Delete transferred tasks on converted contact Having disregarded the happy path,...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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but according to documentation (to be taken with a grain of salt), the scope should be ZohoInventory.settings.READ. I have another connection called "zinventory" which is used here to retrieve the item/product record. // // initialize m_Blank = Map();...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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ensuring you are on the "Home" page (click on "Home" in top menu if not), // then click on the cog icon "Organization Settings", then click on "Organization Details", // then look at the URL (website address) and take the number directly after...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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Estimate Template Now you need to add a couple of buttons to the estimate template in ZohoBooks Login to ZohoBooks > Settings > Email Notifications > Estimate Notification Many ways to add a button but here's how I do it (requires some basic HTML/CSS...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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it using the joomla interface). In the end to resolve this, he had to do a fresh install and double-checked the server settings for a subdomain.
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: en-GB
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to: Microsoft Windows XP How? I keep having to do this every year as I reghost all my machines (=restore to sorta factory settings), so instead of googling it and going through other websites that work and don't; I thought I might as well post the way I...
- Type: Article
- Author: Joel Lipman
- Category: Windows OS
- Language: *
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