Zoho CRM: Permission Denied for Quote Conversion Mappinghttps://www.joellipman.com/articles/crm/zoho/zoho-crm-permission-denied-for-quote-conversion-mapping.html

02 September 2021 "Modules and Fields" Click on "Organize Modules" Enable "Invoices" (by ticking the box and clicking on "Save") Hover the mouse over "Quotes" and select "Quote Conversion Mapping" Map your fields that you want and click on "Save" Re-click on "Organize...

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

Zoho CRM: Standard Setup for Tax Rateshttps://www.joellipman.com/articles/crm/zoho/zoho-crm-standard-tax-rate-setup.html

02 September 2021 step-by-step to follow: Login to ZohoCRM as an Administrator Go to Setup > Customization > Modules and Fields Hover the mouse cursor over the "Products" module and then over the ellipsis Click on "Customize Tax Rates" For our clients in the UK, we tend...

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

Zoho Creator: Receive eBay Order Notifications via Webhookhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-receive-ebay-order-notifications-via-webhook.html

20 September 2021 message :m_Payload ] */ return r_CreateRecord; Save the function While still on 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...

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

Zoho Creator: Change Radio into Tabshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-change-radio-into-tabs.html

22 October 2021 5px;-moz-border-radius-topright: 5px;border-top-right-radius: 5px;}"; // add a background gradient for when the mouse hovers over these v_Css = v_Css + ".zc-Tabs-group label.choice-label-text:hover{color:#fff;background: linear-gradient(#006f3d,...

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

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

12 March 2022 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 it all blends together: Error(s) Encountered:...

• Type: Article
• Author: Joel Lipman
• Category: Articles
• Language: *

Zoho Inventory & eBay Picture Services: UploadSiteHostedPictureshttps://www.joellipman.com/articles/crm/zoho/zoho-inventory-ebay-picture-services-uploadsitehostedpictures.html

31 March 2022 } } } } return v_EbayImageURL; Save the CRM function Hover your mouse cursor over it and click on the ellipsis/3 dots Select the REST API Enable REST API Note the REST API function and you can now call it from wherever. Done Additional Caveat(s) This...

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

Zoho CRM / Deluge: Send an email with a CRM Quote using a given CRM templatehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-send-an-email-with-a-crm-quote-using-a-given-crm-template.html

18 August 2022 way to get the template ID used in CRM, but we did this by Login to ZohoCRM > Settings > Templates > Inventory Hover the mouse cursor over the template you want to use. Note or screenshot the url that pops up and the template ID is at the end of it.

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

Zoho CRM: Change System Field Lengthhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-change-system-field-length.html

19 June 2023 Click on "Done", then on "Save and Close". Go to the Lead Conversion Mapping page (Setup > Modules and Fields > Hover the mouse over the Leads word and click on the ellipsis/three dot icon, then select "Lead Conversion Mapping"). Select your layout and...

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

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

04 November 2024 } // // return webhook 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...

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

Leap Motion and AR Dronehttps://www.joellipman.com/articles/_other-misc/quadcopters/leap-motion-and-ar-drone.html

17 May 2013 Motion is a USB gesture control device you can connect to a computer which behaves much like a mouse or trackpad but in 3 dimensions. Available July 2013 for public release (you can pre-order if you like @ https://www.leapmotion.com/). It's noted for...

• Type: Article
• Author: Joel Lipman
• Category: Quadcopters
• Language: *