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Assuming sure is required, the following 73 results were found.

  1. Zoho Deluge - Counting in a Map dataTypehttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-counting-in-a-map.html

    A quick article on how to count within a map. I didn't have too much difficulty getting this to work and I'm not sure if there are better ways of counting so I'm documenting it to see if I can refine the code or find a some short codes that will do the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: en-GB
  2. Zoho Deluge: Setup an API Connection for InvokeURLhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-setup-an-api-connection-for-invokeurl.html

    a descriptive name that can help you find it amongst many connections. eg. "the Joel Lipman App". Service LinkName: Not sure what this is used for but I enter the same name in lowercase and replacing special characters with an underscore. eg....

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  3. Zoho Creator Page: Toggle On/Off Switch: Hide/Display a Divhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-page-toggle-on-off-switch-hide-display-a-div.html

    are some screenshots to preview what the code below will do, simply copy the code and paste into a Zoho Creator Page. Be sure to copy the code directly into a page and NOT to be in a function that is called from the Zoho Creator page. Functions are read...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  4. Zoho Creator: Button on Report for Merging Multiple Selected Recordshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-button-on-report-for-merging-multiple-selected-records.html

    } // // other actions you want to do after all quotes looped through // } Save your function and click on "Done" to ensure it's all saved in the system. Create the workflow Now go to a the "Design" mode of the report that contains the forms you want to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  5. Zoho Deluge: Post a multi-dimensional or nested array to a 3rd-party APIhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-post-a-multi-dimensional-or-nested-array-to-a-3rd-party-api.html

    we are posting to a PHP script for testing but I have since sent something similar to an API expecting nested arrays (not sure if they were PHP) and it works. Why? This took me several days and in the end only going through various forums and...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  6. 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

    name). How? This is a setting that is enabled by default in Zoho Bookings as documented in the official documentation. Not sure why anyone would want to leave this enabled without applying the fix. So the fix is a setting: Login to Zoho Bookings as the...

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

    This is an article for training purposes. I'm pretty sure there is official documentation on how to do this but I thought I'd write this article to make it simpler for new developers to follow and learn as a quick point of reference. Why? Some clients...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  8. Zoho CRM: Schedule a Call using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-schedule-a-call-with-deluge.html

    // // with a reminder 10 minutes before m_ScheduleCall.put("Reminder","10 mins"); // not sure if this does anything. hopefully notifies the staff user m_ScheduleCall.put("send_notification",true); r_ScheduleCall = zoho.crm.createRecord("Calls",...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  9. Zoho Deluge: a HTML Entity Decoderhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-a-html-entity-decoder.html

    But at time of print, it doesn't exist and in the meantime, I've made a function that does this. How? Not sure how else to do this but I simply wrote a function in Zoho Creator for each instance that I knew a HTML entity would be submitted. So it...

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

    CSS: label.zc-Calendar_Day_Select-label{display:none !important;} Then get rid of the round circles for radio inputs / and ensured the cursor remained as a hand to indicate clickable: div.zc-Calendar_Day_Select .choice-table-cell span...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  11. Zoho CRM & Creator: Download attachment and upload to Creator file fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-creator-download-attachment-and-upload-to-creator-file-field.html

    Attachments.Downloaded; Here's the code I use when a "Addition of a row" workflow is triggered on that subform. This makes sure I don't download it again and create a new Creator record to hold the same file but in a new record, as well as include the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  12. GoDaddy Apache cPanel: Install SSL Certificatehttps://www.joellipman.com/articles/linux/cpanel/godaddy-apache-cpanel-install-ssl-certificate.html

    Initially I got a support agent from GoDaddy to do this who said it would take about 6 hours to 2 days to take effect. Not sure what was supposed to happen but 2 days later it still wasn't working. I followed the process above and it took immediate...

    • Type: Article
    • Author: Joel Lipman
    • Category: cPanel
    • Language: *
  13. Zoho Desk: Re-enable Desktop Notifications after clicking on "Not Now"https://www.joellipman.com/articles/crm/zoho/zoho-desk-re-enable-desktop-notifications-after-clicking-on-not-now.html

    to re-enable desktop notifications after having been prompted initially and having clicked on "Not Now". Why? I'm not sure when this prompt is supposed to prompt you again. A client of ours had accidentally clicked on "Not Now" instead of clicking on...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  14. Zoho Books/Inventory: Trigger a workflow when an invoice has been paidhttps://www.joellipman.com/articles/crm/zoho/zoho-books-inventory-trigger-a-workflow-when-an-invoice-has-been-paid.html

    is upddated" but "When any selected field is updated" and then selecting the fields "Status", "Balance", and "Notes". (not sure which one fixed it but I now add all three): Error(s): Workflow did not trigger and did not receive even the email included...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  15. Zoho Deluge: Shopify API: Get all active products with GraphQL and Paginationhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-shopify-api-get-all-active-products-with-graphql-and-pagination.html

    is that we retrieve the 100 most recently modified products at the end of each day and run some Deluge code against it to ensure that the data in Shopify is the same as in Zoho. In this case, Shopify is considered the source of truth and Zoho is the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  16. Zoho: Email Deliverability / SPF / DKIM / DMARC / Toolkithttps://www.joellipman.com/articles/crm/zoho/zoho-email-deliverability-spf-dkim-dmarc-toolkit.html

    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 checks on the email...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  17. ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 charactershttps://www.joellipman.com/articles/crm/zoho/zohobooks-code-15-ensure-billing-address-has-less-than-100-characters.html

    through'. Sending the address in the same request however gives me the following error: { "code": 15, "message": "Please ensure that the billing_address has less than 100 characters." } How? So the quick answer is 2 separate API calls after you have...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  18. ZohoCRM: Using Criteria with Module Record Counthttps://www.joellipman.com/articles/crm/zoho/zohocrm-using-criteria-with-module-record-count.html

    criteria. Why? At time of print, I couldn't find an example of how to use this API call with search filters or criteria. Not sure about the rest of you, but I've been using this for pagination purposes and for the system to work out how many pages or...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  19. Zoho Books: Error 7008: There are no contact persons associated with this Invoicehttps://www.joellipman.com/articles/crm/zoho/zohobooks-error-7008-there-are-no-contact-persons-associated-with-this-invoice.html

    For the below, I have a connection to ZohoBooks from ZohoCreator called "zbooks". It has fullaccess as a scope but I'm sure you can lock it down to just the scopes you need. void ZohoBooks.fn_SendZohoBooksInvoice(int p_OrderID) { v_OrderID =...

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

    to see if our custom notifications exist // note that installing other apps may create similar webhooks so you need to make sure the script below is looking for your custom webhook for each m_ThisWebhook in r_ShopifyWebhooks.get("webhooks") {...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
Results 41 - 60 of 73

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