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 CRM & Zoho Sign: Send CRM Merged Template for Zoho Sign: / Zoho /; ... Scope(s): ZohoSign.documents.ALL, ZohoSign.account.ALL, ZohoSign.templates.ALL, ZohoWriter.documentEditor.ALL, ZohoWriter.Merge.ALL, ZohoSign.setup.READ, WorkDrive.workspace.ALL, WorkDrive.files.ALL, ...; Created on 06 August 2024
6. Zoho Analytics & Zoho People: Monitor DataSource Sync: / Zoho /; What? A quick article on how to setup an automation that checks if a datasource synchronization between Zoho People and Zoho Analytics failed. This can be adapted to any data source for Zoho Analytics. ...; Created on 02 July 2024
7. ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Lead: / Zoho /; ... create the task in CRM r_NewResp = zoho.crm.createRecord("Tasks",m_NewTask, m_Blank, "systemcrm"); // // output response of task creation from CRM info r_NewResp; Step 2: Setup workflow to escalate ...; Created on 14 May 2024
8. Zoho Webhooks & Shopify API: Keep Disappearing: / Zoho /; What? This is an article to show how to setup a scheduled function that checks and restores a missing webhook as well as the snippets when receiving the webhooks and storing them. Why? We found ...; Created on 22 April 2024
9. Zoho Deluge and Wordpress/WooCommerce API: Get All Products: / Zoho /; ... How? So first, this article shows you how to setup an API connection, and then we'll include the code to count the total number of products, and then finallly show the code to loop through all the ...; Created on 15 April 2024
10. ZohoCreator: Basic Widget with Zoho Data: / Zoho /; ... a solution which sits on an external website and which talks to Zoho, then setup an externally hosted web app with the usual JavaScript frameworks and have it send AJAX commands to a server which reads/writes ...; Created on 14 March 2024
11. Zoho CRM: Client Script Confirmation Box and Popup Mailer: / Zoho /; ... canvas to see if we can have this functionality using the out-of-the-box ZohoCRM. Client Script Configuration: Login to ZohoCRM as a system administrator and go to the Setup page (cog icon in the ...; Created on 06 February 2024
12. ZCRM Client Script: Correct Decimal Fields OnLoad: / Zoho /; ... both of the methods below, you will need to setup a client script which runs when the product page is being modified: Login to ZohoCRM as a system administrator Give it a name, I'm calling mine "Products ...; Created on 13 December 2023
13. ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Report: / Zoho /; ... the table name "Attachments" > Select your Excel file > Next Get the ZohoDesk Org ID: Login to ZohoDesk > Setup > Developer Space > API Scroll to the bottom of the page and you should see the 11-digit ...; Created on 05 December 2023
14. ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRM: / Zoho /; ... in the CRM. The email signature it will overwrite is the one held in ZohoCRM > Setup > Channels > Email > Email Configuration > Compose > Email Signature as in the following screenshot: This function ...; Created on 05 December 2023
15. Zoho CRM: ZDK Client Script: Auto-Select Pipeline based on User Department: / Zoho /; ... user's record, retrieve the department, and set the correct pipeline option. Setup: Department Field on User Profile Login to ZohoCRM as a system administrator > Go to Setup > Users > Click the pencil ...; Created on 16 October 2023
16. Zoho CRM: Change System Field Length: / Zoho /; ... the "Lead Conversion Mapping" page, mapping it, and then testing by converting a lead to a deal. Actions Login to ZohoCRM > Setup > Modules and Fields Click on the "Deals" module (or whichever module ...; Created on 19 June 2023
17. Zoho: Email Deliverability / SPF / DKIM / DMARC / Toolkit: / Zoho /; What? A quick article on the SPF & DKIM setup to improve email deliverability from a ZohoApp and methods to check. Why? Not sure how I came across it as most of our customers don't use ZohoMail, ...; Created on 04 May 2023
18. ZohoCRM Webhook: Create ZohoInventory Records from an eBay order: / Zoho /; ... ZohoCRM webhook, because CRM webhooks run more reliably then the ones we have found in ZohoBooks and other Zoho Apps. Prerequisites: Setup a connection called "joel_books" that has the necessary scopes ...; Created on 27 April 2023
19. ZohoDeluge: Check Shipment Status via DHL API: / Zoho /; ... Login to ZohoInventory > Setup (Cog Icon) > Automation > Schedules > New Schedule > I'm calling mine Nightly Schedule To Update Shipment Status // // init v_DaysAgo = 2; v_BooksOrgID = organization.get("organization_id"); // // ...; Created on 21 March 2023
20. ZohoCRM: Integrate ChatGPT to ZohoZIA: / Zoho /; ... Getting to the development-side Login to ZohoCRM as a super-admin Go to Setup (cog icon in the top right) Under Zia, select "Conversational AI" Click on the link "Zia Developer Console" (yours ...; Created on 06 March 2023