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

14 May 2024 to set up a workflow or any other mechanisms within ZohoCRM that allowed me to set up a daily reminder to the lead record owner but to no avail. An assignment rule wouldn't work in this case as it had to be the lead owner (there is no owner at...

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

Zoho Analytics: Create a Monitoring System with Imageshttps://www.joellipman.com/articles/crm/zoho/zoho-analytics-create-a-monitoring-system-with-images.html

25 July 2024 "DataSource", date(t1."ModifiedTime") AS "Date", t1."RecordID" AS "Record ID", t1."RecordName" AS "Record Name", t1."RecordOwner" AS "Record Owner", img."ZohoAnalytics Image URL" AS "Status Image" FROM ( SELECT acc."Id" AS "RecordID", acc."Account Name"...

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

Zoho Deluge - Update Creator from CRMhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-update-creator-from-crm.html

18 February 2019 and the responses returned as successful, but the target fields did not update. This was as a result after changing the owner of the Creator app to another person and adding our previous Super Admin account as a "Developer". How? I'm going to demo two...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: en-GB

SSRS Retrieving Oracle Stored Procedure Success or ErrorLevelhttps://www.joellipman.com/articles/microsoft/ssrs/ssrs-retrieving-oracle-stored-procedure-success-or-errorlevel.html

04 November 2011 user permissions /* on the table: ssrs_audit_table */ CREATE OR REPLACE PUBLIC SYNONYM ssrs_audit_table FOR base_table_owner.audit_table; GRANT SELECT, UPDATE, INSERT ON ssrs_audit_table TO ssrs_sp_user; /* on the SP: ssrs_stored_procedure */ CREATE OR...

• Type: Article
• Author: Joel Lipman
• Category: SQL Server Reporting Services
• Language: en-GB

Zoho Creator: Download File from ZohoCRM field type "File Upload" (not attachments)https://www.joellipman.com/articles/crm/zoho/zoho-creator-download-file-from-zohocrm-field-type-file-upload-not-attachments.html

02 February 2021 I did: Create a ZohoCreator form (I'm calling mine in this example: Download File to hold the file and some other fields Owner Email (type: Email) FIle Name (type: Single Line) File Ref (type: Single Line) Expiry Date Time (type: Date-Time) File...

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

Zoho CRM & Zoho Books: Get SalesPersonshttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-books-get-salespersons.html

30 August 2021 the sales persons, I gave up and used a for each loop instead. In the next snippet of code, I am getting the Zoho CRM record owner, looping through all salespersons in Zoho Books, and retrieving the salesperson_id. Also I have a connector to ZohoBooks...

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

ZohoCRM: Deluge: Map a custom field from user profilehttps://www.joellipman.com/articles/crm/zoho/zohocrm-deluge-map-a-custom-field-from-user-profile.html

01 September 2021 A quick article to remind me how to quickly get a field from a user's settings based on the owner of a record. Why? A client had added a custom lookup field to the users settings called "Division" (similar to team name) and wanted any Opportunity record...

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

ZohoCRM: Integrate ChatGPT to ZohoZIAhttps://www.joellipman.com/articles/crm/zoho/zohocrm-integrate-chatgpt-to-zohozia.html

06 March 2023 = previousParam; m_Response = Map(); m_Response.put("todo","prompt"); // // determine name of logged in user (and make owner?) v_LoggedInUserID = 0; l_Users= List(); m_UserType = Map(); m_UserType.put("email",zoho.loginuserid); r_Response =...

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

Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Signhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-sign-send-crm-merged-template-for-zoho-sign.html

06 August 2024 { m_ZCrm_ZSDoc.put("zohosign__Account",r_Contact.get("Account_Name").get("id")); } m_ZCrm_ZSDoc.put("zohosign__Owner",r_Contact.get("Owner").get("id")); m_ZCrm_ZSDoc.put("zohosign__Date_Sent",today);...

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

Zoho Creator: Receive JSON via a Shopify Webhookhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-receive-json-via-a-shopify-webhook.html

15 July 2021 eventually develop this to do more but I'm coding for this example and for this demonstration only (obviously replace the my_owner and my_app with your Zoho Creator owner and app name respectively) Update 2022: I've included the code to verify the...

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

Create Read-Only Database User in SQL Serverhttps://www.joellipman.com/articles/database/create-read-only-database-user-in-sql-server.html

09 November 2010 of the db_denydatawriter fixed database role cannot add, modify, or delete any data in the user tables within a database. db_owner Members of the db_owner fixed database role can perform all configuration and maintenance activities on the database, and...

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

Upload file to Google Drive with PHP/cURL and API REST v3 (without Client Library)https://www.joellipman.com/articles/google/upload-file-to-google-drive-with-php-curl-and-api-rest-v3-without-library-install.html

29 October 2018 Why not? Let's add a description and some security where we disable download, sharing, etc. to the viewers (except the owner). In other words, ticking the owner settings under the advanced sharing settings programmatically: Prevent editors from changing...

• Type: Article
• Author: Joel Lipman
• Category: Google
• Language: en-GB

Zoho CRM & Zoho Writer: Button to Merge Template, Send, and Attachhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-writer-button-to-merge-template,-send,-and-attach.html

21 October 2021 like: /* { "total_count": 5, "templates": [ { "created_time": "2019-08-28T16:30:33Z", "modified_time_ms": 1567009834477, "owner_id": "12345678", "last_opened_time": "2019-08-28T16:30:33Z", "open_url": "https://writer.zoho.com/writer/template/a1b2c3d4",...

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

Zoho CRM: Schedule a Call using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-schedule-a-call-with-deluge.html

18 November 2021 start in US format v_CustomerAppointmentDateTimeStart = v_CustomerCallTime.toString("MM/dd/yy h:mma z"); // // sample lead owner ID and lead ID record v_LeadOwnerID = 5432109876543210987; v_LeadID = 4321098765432109876; v_CustomerName = "Test User"; //...

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

Zoho CRM: Schedule a Meeting using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-schedule-a-meeting-using-deluge.html

02 March 2022 m_ScheduleMeeting.put("$se_module","Leads"); // // all day meeting m_ScheduleMeeting.put("All_day",false); // // meeting owner/host ID (can see any record related to this meeting) m_ScheduleMeeting.put("Owner",123456789012345678); // // related to what...

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

Zoho Analytics: Determine profits from invoices and purchase ordershttps://www.joellipman.com/articles/crm/zoho/zoho-analytics-determine-profits-from-invoices-and-purchase-orders.html

03 November 2022 Name", c."Last Modified Time" AS "Customer Last Modified", c."Customer Sub Type" AS "Customer Type", if_null(c."Account Owner", c."Created By") AS "Account Manager ID", u."UserName" AS "Account Manager", if_null(sp."Name", if_null(sp4."Name",...

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

Zoho CRM: Manage a subform using Client Scripthttps://www.joellipman.com/articles/crm/zoho/zoho-crm-manage-a-subform-using-client-script.html

09 December 2022 json_Arg.Rate_Year_3_0 = v_DealRate3; json_Arg.Rate_Year_4_0 = v_DealRate4; // get current user to put as the new row owner (other possible values: id, full_name, email) v_CrmUser_FullName = $Crm.user.full_name; json_Arg.Rate_Change_Owner =...

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

ZohoCRM: Import Attachmentshttps://www.joellipman.com/articles/crm/zoho/zohocrm-import-attachments.html

16 January 2023 example "5a4bed37590588baa5fc272219e8e553_image001.jpg" for Attachment ID and just "image001.jpg" for File Name. Attachment Owner Id: This is a "zcrm_" prefixed ID of the user who owns the attachment. Modified By Id: This is a "zcrm_" prefixed ID of the...

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

Terms & Conditionshttps://www.joellipman.com/static-items/terms-conditions.html

30 May 2009 relationship with you in relation to this website. The term 'Joel Lipman .Com', 'I', 'myself', 'us' or 'we' refers to the owner of the website whose registered office is available to those who contact Joel Lipman .Com. The term 'you' refers to the user...

• Type: Article
• Author: Joel Lipman
• Category: Static Items
• Language: *

Project Plan for Freelance Websitehttps://www.joellipman.com/articles/web-development/project-plan-for-freelance-website.html

25 February 2010 Issues and Errors List Issues List Create an excel spreadsheet that all involved can modify date entered description owner status (open, in progress, closed)? solution date resolved Errors List Clear error logs Refer to list of all pages and run each...

• Type: Article
• Author: Joel Lipman
• Category: Web-Development
• Language: *