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Assuming both is required, the following 105 results were found.

  1. Zoho CRM: Get Unique Values of a Text Fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-get-unique-values-of-a-field.html

    one" does apply more than we think. A colleague of mine suggested adding a group by to the query which works (tested with both the keyword 'distinct' and without it with no difference in the response): // // build up COQL query v_CoqlQuery = "select...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  2. Zoho Deluge: Text (SMS) reminder using Twilio API (LocalSense)https://www.joellipman.com/articles/crm/zoho/zoho-deluge-text-sms-using-twilio-api-localsense.html

    using Twilio API in Zoho Deluge. Why? The use-case here is that we want local sense dialing where specific numbers are used both for outbound and inbound but local to the customer and we want to remind our customer that they have an appointment in 1...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  3. ZohoCRM & Xero Real-Time Invoices: Receive Webhookhttps://www.joellipman.com/articles/crm/zoho/zohocrm-xero-real-time-invoices-receive-webhook.html

    (my example here is a LAMP server): Complete webhook setup by passing 'Intent to receive' required stage. Xero will test both a valid and invalid signed webhook. So I'm going to cheat, by setting up a PHP script on a server we own to return a 200...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  4. Zoho Creator: Embed Forms/Reports on a Pagehttps://www.joellipman.com/articles/crm/zoho/zoho-creator-embed-forms-reports-on-a-page.html

    form, the parameter is "privateLink" and for me this is the publish key of the report, not the form (though I publish both form and report) p_PublishKey = "AaBbCcDdEeFfGgHhIiJjKkLlMmNnOoPpQqRrSsTtUuVvWwXxYyZz0123456789"; l_FormParams.add("privateLink="...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  5. Zoho Recruit: Rollup Number of Recruit Candidates to CRM Accounthttps://www.joellipman.com/articles/crm/zoho/zoho-recruit-rollup-number-of-recruit-candidates-to-crm-account.html

    number fields on the matched CRM account. Why? For reporting purposes. Although Zoho Analytics can use data imported from both ZohoCRM and ZohoRecruit, it was helpful on the CRM record to see how many candidates had been placed at this particular CRM...

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

    Using an invokeURL, the key here is you'll find them in the settings; so check that your connection has the scope to access both Organization details (ZohoCRM.org.READ is enough - perhaps optional) and access to Settings (ZohoCRM.settings.READ). I'm...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  7. Zoho Books: Generate Bank Text File for Downloadhttps://www.joellipman.com/articles/crm/zoho/zoho-books-generate-bank-text-file-for-download.html

    this file from the attachments as well as from the system as it contains bank details. You can skip this step if you're not bothered about storing this file on the system. Note that if you use the endpoint to delete the attachment from the bill, it is...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  8. Zoho Books: System Values Mapshttps://www.joellipman.com/articles/crm/zoho/zoho-books-system-values-maps.html

    } info m_SalesPersons; // // --------------------------------- // get chart of accounts to use (both sales and purchases) r_ChartOfAccounts = invokeurl [ url :"https://www.zohoapis.com/books/v3/chartofaccounts?organization_id=" + v_BooksOrgID type :GET...

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

    criteria is in the same syntax format as the one used in the Search API call. Code-wise using the same criteria variable for both calls might offer some consistency. Notes on the attribute: Criteria You can't compare a date time value to a field that is...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  10. ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Reporthttps://www.joellipman.com/articles/crm/zoho/zohodesk-zohoanalytics-display-ticket-attachments-in-analytics-report.html

    will work for Zoho Users... didn't really test on permissions and sharing the report, I was logged in as the super admin on both ZohoDesk and ZohoAnalytics for the above demo. Invalid OAuth Scope: Might be an invalid scope, or the TLD (datacenter) is...

    • 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

    workflow that triggers on the creation of a lead and runs a function which will simultaneously create a task with a reminder both on popup and email which repeats every day until an end date. We then carry out the last bit of the brief with a separate...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  12. ZohoCRM: Make either Mobile or Email mandatoryhttps://www.joellipman.com/articles/crm/zoho/zohocrm-make-either-mobile-or-email-mandatory.html

    on a Wordpress portal. OTP or 2FA or MFA or OTC is in effect however; so a contact email OR phone number is required. Both aren't required but at least one should be. How? We can do this without code and only using ZohoCRM layout rules. Let's take a...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  13. ZohoCRM Client Script: On Change of Dropdown: Subform Rewrite: REST Functionhttps://www.joellipman.com/articles/crm/zoho/zohocrm-client-script-on-change-of-dropdown-subform-rewrite-rest-function.html

    to invoiced items (i console logged out this line item and copied each of the fields hoping they had the same API name in both modules) o_NewLineItem.CUSTOM = o_ThisLineItem.CUSTOM; o_NewLineItem.Config = o_ThisLineItem.Config;...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  14. ZohoCRM / Client Script / Canvas: Hide Tab based on Pipelinehttps://www.joellipman.com/articles/crm/zoho/zohocrm-client-script-canvas-hide-tab-based-on-pipeline.html

    Id" Save and close the function In the list of functions, hover over the function you just made and select "REST API" Enable both OAuth and REST API Click on "Save" to close the dialog box Client script to show/hide tabs Login as a ZohoCRM administrator...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  15. Zoho Deluge: Connect to Shopifyhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-connect-to-shopify.html

    what I was attempting to do. How? Let me show you how we used to connect and then what the new code will be. The preamble to both of these is how to get the values to include in the invokeURL headers and payload. Previously on... m_Header = Map();...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  16. Zoho CRM: JS Widget: Generic Script to pass the Record ID to a CRM functionhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-js-widget-generic-script-to-pass-the-record-id-to-a-crm-function.html

    the function itself had to have API Key and OAuth enabled (hover over function in CRM setup and select REST API, then tick both to the "on" position). The returned output from this function should be the HTML that will be displayed in your JS Widget:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  17. Zoho Survey: Zoho CRM Webhookhttps://www.joellipman.com/articles/crm/zoho/zoho-survey-zoho-crm-webhook.html

    return {"crmAPIResponse":m_ResponseHeader}; } Save the function, hover over it and select "REST API", enable both options and copy the URL for the REST API Configuring Zoho Survey Login to Zoho Surveys Click on the Survey > Builder > Hub > Triggers >...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  18. Ubuntu as a media serverhttps://www.joellipman.com/articles/linux/ubuntu-as-a-media-server.html

    is cut off if he's using a normal tv and not a pc monitor. I'd like to have 1 screen adjustment tool that correctly adjusts both the lmce desktop and the main ubuntu desktop, so even when using the Ubuntu desktop on a TV, the top nav isn't cropped. Any...

    • Type: Article
    • Author: Joel Lipman
    • Category: Linux
    • Language: *
  19. Migrate MediaWiki to another serverhttps://www.joellipman.com/articles/cms/mediawiki/migrate-mediawiki-to-another-server.html

    wiki.tar wiki ;this is the wiki folder on document root New Server: create database wikidb; this is inside mysql, Note that both mysql versions should be same. grant create, select, insert, update, delete, lock tables on wikidb.* to wiki@localhost...

    • Type: Article
    • Author: Joel Lipman
    • Category: MediaWiki
    • Language: en-GB
  20. Making a CD copy with only one drivehttps://www.joellipman.com/articles/microsoft/windows-os/making-a-cd-copy-with-only-one-drive.html

    the dialog box, select CD COPIER Read the copyright notice and click on OK Select the SOURCE AND DESTINATION tab Verify that both COPY FROM and RECORD are the same drives Select the ADVANCED tab Check that COPY SOURCE CD TO HARD DRIVE FIRST is selected...

    • Type: Article
    • Author: Joel Lipman
    • Category: Windows OS
    • Language: *
Results 81 - 100 of 105

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