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  1. Zoho CRM & Zoho Books: Get Books Currency and Tax IDshttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-books-get-books-currency-and-tax-ids.html

    Using the REST API and InvokeURL in Zoho Deluge to look at Zoho Books. This uses up an extra 2 calls so you could run them once, store them as a map on your function if you don't want to use up these 2 every time your sales team push a CRM Sales Order...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  2. ZohoCRM: Template: not being able to edit a text boxhttps://www.joellipman.com/articles/crm/zoho/zohocrm-template-not-being-able-to-edit-a-text-box.html

    Window for Elements, make the changes to your box using your HTML knowledge (in my example, clearing the hard-coded address) Once it looks like you want, click on the "Save" then "Save Now" button in the top right of your CRM. Done... get everyone...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  3. Amazon Kindle: Send PDFs to your Kindlehttps://www.joellipman.com/amazon/kindle/amazon-kindle-send-pdfs-to-your-kindle.html

    boils down to getting your email ID added to the approved list as well as finding out the email address of your Kindle. Once you are done with that, you can send as many PDF files to your Kindle as you would like to. Source(s): Goodereader.com - Here is...

    • Type: Article
    • Author: Joel Lipman
    • Category: Kindle
    • Language: *
  4. 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 "Created or Edited" Execute the workflow when "When any field is updated" Filter the triggers when Status is "Paid" Just once or every time is "Everytime" Actions is a custom function called "fn_invoice_updatepaymentmethod" But this wouldn't work...

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

    with just the name field (placed at top of request) and comment out the other fields from the rest of the request to test. Once you have successfully created a record using only the name field (no underscores - as displayed on the record), uncomment...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  6. ZohoCRM: Get All eBay Active Listingshttps://www.joellipman.com/articles/crm/zoho/zohocrm-get-all-ebay-active-listings.html

    file which we can run on demand. Why not in Zoho Inventory or any other Zoho app? Because we like to challenge ourselves... Once again, I'm not going into how to generate an access token / connection from Zoho to eBay, that is documented in my article:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  7. ZohoCRM: Integrate ChatGPT to ZohoZIAhttps://www.joellipman.com/articles/crm/zoho/zohocrm-integrate-chatgpt-to-zohozia.html

    with statistics and datasets. Planning Need to ensure data fed into a session is not shared or available to external sources once entered into OpenAI. If I train OpenAI on a dataset, can that data be accessed by external sources? No, if you train OpenAI...

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

    me how to repeat the task. Unnecessary here as the staff member only needs repeatedly reminding but only to perform the task once. Incorrect Time: In my case, this was due to the CRM being set to a different timezone (7 hours off) and for testing...

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

    r_Portals = invokeUrl [ url: 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...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  10. Zoho Analytics: Create a Monitoring System with Imageshttps://www.joellipman.com/articles/crm/zoho/zoho-analytics-create-a-monitoring-system-with-images.html

    query and any field. It doesn't matter which one here, as long as I can get to the 3rd tab of the widget (it becomes enabled once you've completed enough on the 1st tab): I'll click on the 3rd tab called "Settings" then on the sub-tab "Image", and click...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  11. 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

    like we need to in this solution; namely the webhook response needs to have a header and a body. The 2nd caveat is a concern around security. It is difficult to guess a customer's Zoho ID; some might say almost impossible. To use other fields that could...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  12. Zoho CRM: Remove Duplicate Product Recordshttps://www.joellipman.com/articles/crm/zoho/zoho-crm-remove-duplicate-product-records.html

    = v_CountTotal + ": " + v_ProductName + ": " + v_Frequency + ":- "; // // only use up more api calls if occurs more than once if(v_Frequency > 1) { // // replace apostrophes with double apostrophe for coql v_SearchName =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  13. ZohoDeluge: eBay marketplace account deletion/closure notificationshttps://www.joellipman.com/articles/crm/zoho/zohodeluge-ebay-marketplace-account-deletion-closure-notifications.html

    subscribe to or opt out of eBay marketplace account deletion/closure notifications before they make their first API call. Once the new developer's application is subscribed to eBay marketplace account deletion/closure notifications or they have...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  14. Zoho People: Get Performance Records over APIhttps://www.joellipman.com/articles/crm/zoho/zoho-people-get-performance-records-over-api.html

    parameters: m_Params headers: m_Header connection: "zanalytics" ]; info r_AddRow; } } // // used while debugging / remove once in production if(v_CountTotal >= 3) { break; } } return "Processed " + v_CountTotal + " record(s)"; Important Note: The above...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  15. SSRS Repeat Headers in PDF Reporthttps://www.joellipman.com/articles/microsoft/ssrs/ssrs-repeat-headers-in-pdf-report.html

    Problem I've set some tablix headers but when I request the same report in PDF format, the tablix headers only appear once on the first page. Every subsequent page simply displays the report header (which does not include the tablix header......

    • Type: Article
    • Author: Joel Lipman
    • Category: SQL Server Reporting Services
    • Language: en-GB
  16. DJI Phantom FC40 - First Flighthttps://www.joellipman.com/articles/_other-misc/quadcopters/dji-phantom-fc40-first-flight.html

    video quality is better than what you see on YouTube: {youtube}xw7WKwbYCZI{/youtube} The YouTube channel or user channel (once I get it figured out) can be found at https://www.youtube.com/user/joeylipman

    • Type: Article
    • Author: Joel Lipman
    • Category: Quadcopters
    • Language: *
  17. Two icons created on Androidhttps://www.joellipman.com/articles/google/androidos/two-icons-created-on-android.html

    found it on the a forum: Stack Overflow: Android App Development. How? Basically don't have the following declared more than once in the AndroidManifest.xml

    • Type: Article
    • Author: Joel Lipman
    • Category: AndroidOS
    • Language: *
Results 41 - 57 of 57

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