Search - Joel Lipman .Com

1. Zoho Analytics: Setup DataSource via FTP Connection: / Zoho /; What? So this is going to be an article with a bunch of pictures showing step-by-step of how I setup a recurring data source in Zoho Analytics via FTP. Why? The use-case here is that I have a ...; Created on 12 January 2022
2. Zoho CRM: Standard Setup for Tax Rates: / Zoho /; ... finance team. This is a quick run-through for a standard setup to include UK tax/vat. How? Here's a quick step-by-step to follow: Login to ZohoCRM as an Administrator Go to Setup > Customization ...; Created on 02 September 2021
3. Zoho Deluge: Setup an API Connection for InvokeURL: / Zoho /; ... details how to setup a connection to use in an invoke URL statement. Specifically for Zoho Books, Subscriptions or Inventory. Why? Setting up a connection avoids the hassle of having to generate ...; Created on 12 August 2020
4. Setup a copy of your Joomla website: / Joomla /; ... on the services available to my client: Copy all files of your main website to another folder. Setup an FTP account to the new folder created in the previous step. Copy the database of your main ...; Created on 19 December 2012
5. Zoho Inventory & eBay Picture Services: UploadSiteHostedPictures: / Zoho /; ... connection from Zoho Creator to Zoho Inventory 3 lines icon in the top-left of your Creator (in edit this application mode) Then go to Setup > Connections > Add Connection Select Zoho OAuth and specify ...; Created on 31 March 2022
6. PC Build 2022: 5 Monitors connected to 1 PC using 1 GPU: / Articles /; ... setup (when Lockdown due to COVID-19 first happened). The work PC connected to the 3 monitors at the top and the home PC connected to the 2 monitors underneath: How? My upgrade for 2022, is that ...; Created on 12 March 2022
7. Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile): / Zoho /; ... to ZohoCRM > Setup > Customization > Modules and Fields > Leads Select "Validation Rules" and cick on "New Validation Rule" Choose the layout, this has to be the highest level (I think) as a custom lead ...; Created on 11 February 2022
8. Zoho CRM: Template: Empty Space between Header and Line Items: / Zoho /; ... This has been raised a few times by multiple clients but the fix is rather quick as long as you can get to the HTML of the template: Login to ZohoCRM > Setup > Customization > Templates > Inventory ...; Created on 03 February 2022
9. ZohoCRM: Template: not being able to edit a text box: / Zoho /; ... successful...: For this strange fix, I'm going to list step by step but using the "Google Chrome" web browser: Login to ZohoCRM > Setup > Templates > Inventory Click on the name of the problematic ...; Created on 25 January 2022
10. ZohoCRM & Xero Real-Time Invoices: Receive Webhook: / Zoho /; ... Here's an overview of how we achieve this: Set up a Zoho CRM function to receive the webhook. Setup a webhook in Xero. [Optional for Method #2] Setup a PHP script on a server that will validate the ...; Created on 10 January 2022
11. Zoho Deluge: Text (SMS) reminder using Twilio API (LocalSense): / Zoho /; ... off a scheduled workflow of a call/meeting Login to ZohoCRM > Setup > Automation > Workflow Rules > Create Rule Module is "Calls" Rule Name can be whatever you want, I'm calling mine "Calls - Send SMS ...; Created on 16 December 2021
12. Zoho CRM & Zoho Writer: Button to Merge Template, Send, and Attach: / Zoho /; ... when locking it down for security: Login to ZohoCRM > Setup > Developer Space > Connections > Zoho OAuth Give your connection a name, I'm calling mine "Joels Connector" Select the Scopes: ZohoWriter.documentEditor.ALL ...; Created on 21 October 2021
13. Zoho CRM: Get Unique Values of a Text Field: / Zoho /; ... CRM but I want to transform/translate one of the column values into the target How? So this is my plan: Setup a connector to CRM with the scopes ZohoCRM.coql.READ and ZohoCRM.modules.ALL Build ...; Created on 08 October 2021
14. Zoho Creator: Receive eBay Order Notifications via Webhook: / Zoho /; ... notification preferences are setup. This one didn't tell me much first time I ran it but I can use it later on to check if my "setting the notifications" process worked. void API.fn_eBayQuery_GetNotificationPreferences() { /* ...; Created on 20 September 2021
15. Zoho CRM: Permission Denied for Quote Conversion Mapping: / Zoho /; ... Invoice module as well. Step by step fix: Login to ZohoCRM, go to Setup Under "Customization", select "Modules and Fields" Click on "Organize Modules" Enable "Invoices" (by ticking the box and ...; Created on 02 September 2021
16. Zoho Creator: Receive JSON via a Shopify Webhook: / Zoho /; ... to your ZohoCRM Create a Connection Go to Setup > Developer Space > Connections > Add Connection Select the Zoho Creator connection, give it a Connection Name, I'm going with joels_creator Give it ...; Created on 15 July 2021
17. Zoho Projects: Add a Time Log to an Issue using Deluge: / Zoho /; ... time and then push the creator record to Zoho Projects. How? For the following example, you will need to have setup a Zoho Oauth Connection with the appropriate authorized scopes and have access ...; Created on 30 April 2021
18. Zoho CRM: Mapping a Multi-User or Multi-Lookup field using Deluge: / Zoho /; ... CRM modules called a "LinkingModule" (as opposed to standard modules and custom modules). Quick way to determine the API name of the linking module: Go to setup > Developer Space > functions. Create ...; Created on 28 April 2021
19. Zoho People: Reject an Application for Leave in Deluge based on Criteria: / Zoho /; ... the requested dates as leave. [Warning: red herring ahead] For this process, we setup connections choosing to make use of the Zoho People API and we could update any of the fields EXCEPT for "ApprovalStatus" ...; Created on 10 December 2020
20. Zoho Creator: Set Up Custom Domain for Customer Portal: / Zoho /; ... into 3 stages: Zoho Creator: Specify Custom Domain Domain Registrar: Setup subdomain and add CNAME Zoho Support: Get Zoho to setup SSL 1. Setup Custom Domain So go into your Zoho Creator ...; Created on 17 November 2020