Assuming remind is required, the following 29 results were found.
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I tried using the interface 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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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A very quick article to remind me how to send a text message 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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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A quick article to remind me on how to upload a photo using CRM API v2. Yes it's documented and yes it still confuses me now and again. So I'm writing this to remind me and to keep reminding me of how to do this. Why? My use-case is that I have a photo...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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This is an article to document how to schedule a call with a reminder in Zoho CRM using Zoho Deluge. Why? Because I find a need to document anything that takes longer than 30 minutes to figure out so I don't spend so long the next time I have to do it....
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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to build up a JSON request to create a meeting (previously known as Event) in Zoho CRM. Here's a quick snippet of code to remind me. How? Similar to how to create a call or task, but with some variation: // // initialize m_ScheduleMeeting = Map(); // //...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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Thought I'd put an article here to remind me how to make the retrieval of a record case-insensitive. Why? Consider that I have the following creator table: Product_Name Product_SKU -------------- ------------- MyProduct1 TEST01 Myproduct2 TEST02...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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This is an article to remind me how to search for CRM records by a value that may contain an ampersand or parenthesis. Why? I wrote this article because some searches will work for me and sometimes it won't. Escaping the ampersand with a backslash or...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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So I thought I'd write a quick article to remind me and to develop a simple notification system that will popup for any user on the submit of a form, or on the click of a button or on the click of a link on a page. Why? Because alert (alert task) can...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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on how to download a file that was uploaded in CRM in a custom module in field that was of type "File Upload". Why? Just to remind me where I went wrong, I have a client with ZohoCRM who upload a PDF (can be any file but is usually a PDF) to a custom...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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A super quick article to remind me how to generate and send a CSV as an attachment to an email. Why? Because I often get casually asked "oh and can you archive the data and email it to me every month"... How? Rather than just babble on about it, here's...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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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 CRM
- Language: *
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A quick article to remind me of the regex to change a date from the format dd/MM/yyyy to yyyy-MM-dd. Why? Irrespective of server, organization or user settings, the date handling can vary. If we are getting a date from a CSV or other external source as...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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I already have an article documenting Pushing a value to a datetime field in CRM but wanted another article here to remind me of the Deluge code I need to add/subtract time. Why? Just want to add 10 minutes to a date/time field in ZohoCRM and wanted a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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on a CRM schedule set to run every Friday at 08:00 in the morning and will create a task if time logged is too low and will remind via Popup at about 4pm (16:00). You will need a connector (I've called mine joel_timesheet) and I've given it the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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This is an article to remind me how to calculate various times for an appointment booking system based on the timezones of each party. Why? The use-case scenario is that our Creator server uses the US datacenter but has it's server timezone set to...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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deal with an issue where a CRM template has been used and where the table of line items appears on a separate page (and to remind me of the CSS to fix this). Why? By default / out-of-the-box / vanilla, in a Zoho CRM Template, the table of line items...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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This is an article to remind me how I did this for a customer and images help visualize the health of the system. Why? The use-case here is to build a system which monitors a Zoho App for when records were last modified and if a synchronization process...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
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This is a quick article to remind me how to move a Joomla administration section and to lock it down to a specific IP address. The below does not involve installing any third-party extensions and will remain in place even if you update your Joomla CMS....
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: en-GB
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place: The empty arrow next to the battery indicator tells you that location services is enabled but it is attached to a reminder that needs to constantly monitor your whereabouts in order to "remind you". The reminder here was to charge the phone but...
- Type: Article
- Author: Joel Lipman
- Category: Apple
- Language: *
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Hey presto, I found a cheat/workaround: Click on the list to see your datasheet (has a MS Access icon in the top left to remind you what you're getting yourself into) Go to Settings Select Create View Select Datasheet View (you could probably use a...
- Type: Article
- Author: Joel Lipman
- Category: Infopath
- Language: *