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Assuming steps is required, the following 40 results were found.

  1. Zoho Deluge: Text (SMS) reminder using Twilio API (LocalSense)https://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-text-sms-using-twilio-api-localsense.html

    have an appointment in 1 hour with us. How? The code is actually pretty straightforward but you will need to follow these steps to get the credentials: Login to your Twilio console On the dashboard, note the ACCOUNT SID and AUTH TOKEN In the side menu,...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  2. Zoho: Email Deliverability / SPF / DKIM / DMARC / Toolkithttps://joellipman.com/articles/crm/zoho/zoho-other/zoho-email-deliverability-spf-dkim-dmarc-toolkit.html

    some checks on the email deliverability for a customer: https://zohomail.tools/#runChecks. How? So first I'll outline the steps to set this up in ZohoCRM and then how to troubleshoot issues with this. One important thing to note is that the setup needs...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Other
    • Language: *
  3. Calculating Percentagehttps://joellipman.com/articles/else/e-commerce/calculating-percentage.html

    is of a total number: (Progress So Far / Total Progress Units) * 100 = % or (Net Amount / Gross Amount) * 100 = % eg. (12 steps / 30 steps) * 100 = 40% ie. 12 steps of 30 is 40% progress eg. ($8 / $10) * 100 = 80% ie. $8 of $10 is 80% To determine the...

    • Type: Article
    • Author: Joel Lipman
    • Category: eCommerce Systems
    • Language: *
  4. A quick run through of setting up an export process in SITShttps://joellipman.com/articles/cms/website-development/xml/a-quick-run-through-of-setting-up-an-export-process-in-sits.html

    out of SITS, up to running the monitors and populating an OUTPUT table in the SITS database. Note that this does not include steps thereafter in the Staging or Target destination which will be specific to your business requirements. Why? If you're...

    • Type: Article
    • Author: Joel Lipman
    • Category: Extensible Markup Language
    • Language: *
  5. Amazon Kindle: Send PDFs to your Kindlehttps://joellipman.com/component/content/article/amazon-kindle-send-pdfs-to-your-kindle.html?catid=121&Itemid=165

    going to send the files to your Kindle device) approved. Unless this is done, Kindle won’t download the files. Here are the steps to follow for getting your email address approved. Follow steps 1 – 5 as stated under Finding your Kindle email address....

    • Type: Article
    • Author: Joel Lipman
    • Category: Kindle
    • Language: *
  6. Joes Word Cloud (JWC)https://joellipman.com/component/content/article/module-joes-word-cloud-jwc.html?catid=53&Itemid=165

    what you want it to do. Modify the module parameters as necessary. Setup First of all, you need to make it visible. These 3 steps will have your module ready: The further steps below are how to configure it to match yours or your clients brief. Style &...

    • Type: Article
    • Author: Joel Lipman
    • Category: Product Documentation
    • Language: *
  7. Zoho Creator: Set Up Custom Domain for Customer Portalhttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-set-up-custom-domain-for-customer-portal.html

    are other ways to verify your custom domain such as TXT, which I feel has the same difficulty level and equal number of steps as verifying by CNAME; or by uploading a HTML verify file which I tend to forget to delete afterwards and involves just as many...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  8. Zoho Creator: Receive JSON via a Shopify Webhookhttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-receive-json-via-a-shopify-webhook.html

    article, API v1 is deprecated (so no authtokens) and API OAuth2.0 is in full swing... we're still going to cheat. How? 1,2,3 steps really. First we're going to set up a Creator form to receive the JSON. Secondly, we'll create the endpoint URL for the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  9. Zoho Creator: Receive eBay Order Notifications via Webhookhttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-receive-ebay-order-notifications-via-webhook.html

    an access token: please visit my article and read the first part on how to get a valid Access Token for the rest of these steps. Once we have an access token, we will check what notifications already exist (if any), and then we will create a function...

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

    odd article with not 100% certainty on what the cause/outcome would be for your case but worked for us. This documents the steps taken to edit/modify the header on a sales order inventory template. Why? A client raised an issue that they had previously...

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

    how to upload photos to be hosted by the Zoho Analytics app. Uploading the images to be hosted by Zoho Analytics So first steps are login to Zoho Analytics and go into the workspace you want to create the monitoring system. Preferably use the workspace...

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

    are links to how to create a widget in detail which I'll link to at the bottom of this page. What follows are the quick steps to create a widget.html file and how to get whatever the Zoho Deluge CRM function returns. Create a JS Widget on your device...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  13. Sync Outlook 2007 Shared Calendar with SharePoint 2007https://joellipman.com/component/content/article/sync-outlook-2007-shared-calendar-with-sharepoint-2007.html?catid=77&Itemid=165

    in Outlook 2007 would be completely shared with everyone who had access to the SharePoint site... It doesn't. The following steps show you how SharePoint will open a shared calendar if you don't already have it in your Outlook 2007. Similar to you...

    • Type: Article
    • Author: Joel Lipman
    • Category: SharePoint
    • Language: *
  14. Windows OS: Alt Codes / Symbols / Special Charactershttps://joellipman.com/component/content/article/windows-os-alt-codes-symbols-special-characters.html?catid=80&Itemid=165

    Ensure you are using the numbers on your numeric keypad and NOT the numbers at the top of your keyboard for the following steps. Also check that you have "Num Lock" on/enabled. Typing a special character is 3 easy steps: Hold down the ALT key...

    • Type: Article
    • Author: Joel Lipman
    • Category: Windows OS
    • Language: *
  15. GoDaddy Apache cPanel: Install SSL Certificatehttps://joellipman.com/component/content/article/godaddy-apache-cpanel-install-ssl-certificate.html?catid=111&Itemid=165

    to require re-installing each year despite it's expiry in a couple years time. The first time I did it, there were more steps; the second time I just did as per the below. If I ever have to do the long process again, I'll add it to this article. How? I...

    • Type: Article
    • Author: Joel Lipman
    • Category: cPanel
    • Language: *
  16. PC Build 2022: 5 Monitors connected to 1 PC using 1 GPUhttps://joellipman.com/component/content/article/pc-build-2022-5-monitors-connected-to-1-pc-using-1-gpu.html?catid=45&Itemid=165

    monitors (would only display 1 monitor or 2 mirrored monitors)... I solved this by taking the old GPU out and doing the steps listed in this article. Originally bought a Corsair 750w White RGB Cooler but it was an ATX power supply and ONLY a SFX PSU...

    • Type: Article
    • Author: Joel Lipman
    • Category: Articles
    • Language: *
  17. Licence GNU/GPLhttps://joellipman.com/component/content/article/licence-gnugpl.html?catid=50&Itemid=165

    And you must show them these terms so they know their rights. Developers that use the GNU GPL protect your rights with two steps: (1) assert copyright on the software, and (2) offer you this License giving you legal permission to copy, distribute and/or...

    • Type: Article
    • Author: Joel Lipman
    • Category: Static Items
    • Language: *
  18. Zoho Creator: Button on Report for Merging Multiple Selected Recordshttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-button-on-report-for-merging-multiple-selected-records.html

    one single quote. Why? I've written this article because I keep forgetting on how to do this. I have a specific order of steps on how I do this, you may find other ways but this is one that works for me. How? So here's an overview and then we'll go into...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  19. Zoho CRM: Standard Setup for Tax Rateshttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-standard-tax-rate-setup.html

    a "Zero Vat" @ 0% Click on "Save" and you've pretty much specified the tax rates that this CRM can use; but... do the next steps for users to be able to use these. Done, sorta To have this selectable for users in their transactional modules (quotes,...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  20. Zoho CRM / Deluge: Send an email with a CRM Quote using a given CRM templatehttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-send-an-email-with-a-crm-quote-using-a-given-crm-template.html

    dots button in the top right and selecting "Send Mail" then selecting which inventory template to use... This is too many steps for some. Instead, we've been asked to create a button that sits on the view page of a record and the staff simply click on...

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