Search - Joel Lipman .Com

1. Graphic Design: / Category /; Created on 13 March 2020
2. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Sign: / Zoho /; ... and send it off for signing, then return the Signed document attached to the initial record (where the button was). Why? If anyone has the envious task of sending a document out for signing by a ...; Created on 06 August 2024
3. ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRM: / Zoho /; What? This is an article to show you how to, using Deluge code, generate all the email signatures in the user profile in ZohoCRM. Why? To simplify the on-boarding process. A client of ours has ...; Created on 05 December 2023
4. ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM record: / Zoho /; What? This is an article describing a custom function built into Zoho Flow that will accept as parameter the document_id and request_id. It then retrieves the Deal Reference (entered by an office signee) ...; Created on 17 October 2022
5. Zoho Creator: Assign an integration field value with an integration value: / Zoho /; ... How? It is written in the documentation albeit difficult to find: an integration field returns an ID as a string. If you want to assign it to an integration field, you have to convert it to a number ...; Created on 27 July 2021
6. Is it a scam? Gumtree.com's warning sign: / IT Support /; ... designed for meeting up to deal with people in your neighbourhood face to face. Work from home. Some work from home opportunities are fronts for money laundering. A key warning sign should be any ...; Created on 12 October 2010
7. Joomla Themes from a Photoshop Template Design in Seconds: / Joomla /; Create a working Joomla Template from your Photoshop PSD design in seconds. hf0Fovrm4Lc; Created on 21 September 2009
8. Zoho CRM: Updating a CRM record Custom Line Items using API v7: / Zoho /; ... my designers keep including custom fields in their transactional modules line items (quotes, sales orders, invoices, purchase orders). The only way to update these are by using the API and deluge function ...; Created on 18 December 2024
9. Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Template: / Zoho /; ... == 0) { l_SearchResults = r_SearchResults.get("estimates"); for each m_Estimate in l_SearchResults { if(m_Estimate.get("estimate_number").equalsIgnoreCase(v_QuoteRef)) { if(m_Estimate.get("customer_id" ...; Created on 04 November 2024
10. Zoho Analytics: Create a Monitoring System with Images: / Zoho /; ... the button labeled "Choose Image": I'll select "My Library" and click on the square with a plus sign on it to select images from my device: Now I can select the image(s) I want to upload (unfortunately ...; Created on 25 July 2024
11. ZohoAnalytics & ZohoBooks: Custom Related List from Analytics: / Zoho /; ... was not accurate enough... but here's the snippet: r_CommentsHistory = Map(); l_Comments = ifnull(r_CommentsHistory.get("comments"),List()); for each m_Comment in l_Comments { if(m_Comment.get("description").containsIgnoreCase("Purchase ...; Created on 09 July 2024
12. Zoho Analytics & Zoho People: Monitor DataSource Sync: / Zoho /; ... = ifnull(m_ResponseData.get("dataSources"),List()); for each m_DataSource in l_DataSources { if(m_DataSource.get("datasourceName").equalsIgnoreCase("Zoho People")) { v_LastSyncTime = m_DataSource.get("lastDataSyncTime"); v_LastSyncStatus ...; Created on 02 July 2024
13. ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Lead: / Zoho /; ... 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 (there is no owner at assignment rule stage). A workflow email notification ...; Created on 14 May 2024
14. Zoho Creator: Render to PDF with margins and page numbers: / Zoho /; ... pages but then you hit the PDF button and it pretty much vomits your output back to the 90s. The code snippet below is just for a standard template with a modern design. How? Ok, admittedly, when ...; Created on 07 May 2024
15. Zoho Webhooks & Shopify API: Keep Disappearing: / Zoho /; ... ) != null) { // // my app is the only one using the orders/updated webhook topic/trigger if(m_ThisWebhook.get("topic").equalsIgnoreCase("orders/updated")) { b_RestoreOrderUpdateWebho ...; Created on 22 April 2024
16. Zoho Deluge and Wordpress/WooCommerce API: Get All Products: / Zoho /; ... to display on their estimates in Zoho Books; such as product image, product name, product description. Granted that in some cases, the design should go in the other direction, as in enter the products ...; Created on 15 April 2024
17. ZohoCreator: Using .toFile and Uploading to a Creator field: / Zoho /; ... HTML entity equivalent and enclosing the ID in double-quotes in case I open it in MS Excel or another system that likes rounding 64-bit signed integers (long numbers): // // Generate a CSV of a ...; Created on 25 March 2024
18. ZohoCreator: Basic Widget with Zoho Data: / Zoho /; ... published Creator page (idem). CORS Policy error(s): Check your design as you can have a JS widget talking to Zoho. You won't be able to pull/download files, even published ones, but you can display ...; Created on 14 March 2024
19. Zoho Creator: Find Duplicates by Customer Name for Large Datasets: / Zoho /; ... in l_Customers2 { v_CountDiscrepancies = v_CountDiscrepancies + 1; c_Customer = Customer[Customer_Name.equalsIgnoreCase(v_DistinctCustomer)]; info v_CountDiscrepancies + "#: " + c_Customer.Customer_Name; } ...; Created on 12 July 2023
20. Zoho: Email Deliverability / SPF / DKIM / DMARC / Toolkit: / Zoho /; ... to sign in to their domain registrar's website and need to be assisted, perhaps via a remote session, on setting these up. If they have someone or a company which manages their domain, then they can give ...; Created on 04 May 2023