Search - Joel Lipman .Com

1. Zoho CRM: Permission Denied for Quote Conversion Mapping: / Zoho /; What? A really quick article for anyone experiencing the same issue: As a super admin in CRM, I am denied permission to access the Quote Conversion Mapping page... Why? I wanted to map a billing ...; Created on 02 September 2021
2. Zoho CRM: Mapping a Multi-User or Multi-Lookup field using Deluge: / Zoho /; What? This is a very quick article with examples of managing a multi-user or multi-lookup field in CRM using Zoho Deluge. Why? Sometimes you might need this when data mapping fields from one module ...; Created on 28 April 2021
3. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Sign: / Zoho /; ... Created: 2024-08-06 (Joel Lipman) - Initial release - Tidied up, removed commented code - Added Email and Account mapping to ZohoSign Document record Date ...; Created on 06 August 2024
4. ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRM: / Zoho /; ... get all active users in CRM m_UserMapping = Map(); v_Endpoint = "https://www.zohoapis.eu/crm/v4/users?type=ActiveUsers"; r_Users = invokeurl [ url :v_Endpoint type :GET connection:"zcrm" ]; l_UserUpdates ...; Created on 05 December 2023
5. Zoho CRM: Change System Field Length: / Zoho /; ... out-of-the-box differ in length so they do not list the postal code on the deal record to be listed in the "Lead Conversion Mapping" page. In the Leads module, the Zip field is 30 characters; in the ...; Created on 19 June 2023
6. ZohoCRM Webhook: Create ZohoInventory Records from an eBay order: / Zoho /; What? This is a not-so-quick article that queries an eBay order and creates the relevant ZohoInventory item, contact, sales order, package slip, shipment order, invoice, payment records... Why? ...; Created on 27 April 2023
7. ZohoCRM: Import Attachments: / Zoho /; ... spinny progress animation or go and do something more productive: Ensure the CSV files are selected for mapping (in this case Attachments.csv and Contacts_001.csv - by the way, my Attachments.csv ...; Created on 16 January 2023
8. Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile): / Zoho /; ... wanted that if the status had changed to something else, the first-line agent would not be allowed to set it back to "New Lead". Automations and workflows could however (run as Administrators). Mapping ...; Created on 11 February 2022
9. Zoho CRM & Zoho Writer: Button to Merge Template, Send, and Attach: / Zoho /; ... to run (this would initially attach the file to the CRM record). This wasn't working really as there are issues around tweaking the function and getting it to understand basic mapping and attachments. ...; Created on 21 October 2021
10. Migrating from Joomla 2.5.x to 3.4.x: / Joomla /; ... both systems. Import new ones. Copy all users except the v25 admin to your v34 database (with status=blocked) Copy over user group mappings Update new system admin details with old (name, registration ...; Created on 12 September 2015
11. SSIS: How to loop through multiple flat files as data sources: / SQL Server Integration Services /; ... this means the full path is used as just putting the file name did not work). Under "Variable Mappings" specify the Variable "User::SourceExtractFile" (based on this example) and keep the Index at 0 ...; Created on 13 June 2014
12. Returning Oracle Stored Procedure Resultset in SSRS: / SQL Server Reporting Services /; ... "open cursor for") didn't match my SSRS report field name mapping. Done! Well almost as you still need to design your report. At least this article should have got you to the part where you're simply ...; Created on 19 January 2012
13. Create Read-Only Database User in SQL Server: / Databases /; ... > Logins. Right-click on the user who will be set as having read-only access (in this example "adventureworksro"). Select Properties. Select User Mapping. Map the login to the database they will ...; Created on 09 November 2010