Search - Joel Lipman .Com

1. Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Template: / Zoho /; ... :POST connection:"my_books_connection" ]; v_OutputResponse = "Thank you for accepting your quote! We'll be in touch soon to finalize the next steps and get everything ready."; } else if(v_Intent ...; Created on 04 November 2024
2. Zoho Creator: Input Color Picker: / Zoho /; ... Color'] Add another single line field, I'm calling it "RGB Value" [Optional: not required for the functionality of this demo but used in later application when including CSS opacity] Step 1: Cod ...; Created on 14 October 2024
3. ZohoCRM: Make either Mobile or Email mandatory: / Zoho /; ... Repeat these steps to add another rule: Call it "If Mobile Blank then Email Required" Select the Mobile/Phone field as the primary field to control this rule Set the condition that the ...; Created on 03 October 2024
4. Zoho Analytics: Create a Monitoring System with Images: / Zoho /; ... here where I demonstrate 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 ...; Created on 25 July 2024
5. ZohoAnalytics & ZohoBooks: Custom Related List from Analytics: / Zoho /; ... "Zoho Analytics Workspace" as the data source type. Select the relevant workspace and click on "Next" Select "Custom Query" in step 2 and paste your Zoho SQL query in here. Give it a name, set the schedule ...; Created on 09 July 2024
6. ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Lead: / Zoho /; ... of user was given in the brief but removed here for privacy). Finally, we delete any of these tasks when they get transferred to the contact record. Step 1: Workflow on Create and function to ...; Created on 14 May 2024
7. ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Report: / Zoho /; ... report to show these photos. How? The following is simply the steps to create a data table in ZohoAnalytics, then the code to list a ticket's attachments and push them to the ZohoAnalytics data table. ...; Created on 05 December 2023
8. Zoho Books: Generate Bank Text File for Download: / Zoho /; ... as well as from the system as it contains bank details. You can skip this step if you're not bothered about storing this file on the system. Note that if you use the endpoint to delete the attachment ...; Created on 02 October 2023
9. Zoho: Email Deliverability / SPF / DKIM / DMARC / Toolkit: / Zoho /; ... but there is a Zoho Toolkit to run 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 ...; Created on 04 May 2023
10. ZohoBooks: Stripe Terminal Integration: / Zoho /; ... or on the phone. They bring up the invoie in ZohoBooks, click on the button, and the Stripe terminal will ask for the amount on the invoice. Well almost. We've gone the extra step in that we added ...; Created on 16 March 2023
11. ZohoCRM: Integrate ChatGPT to ZohoZIA: / Zoho /; What? Following on from the article: Zoho Cliq: Integrate OpenAI and ChatGPT 3.5 Turbo. This is the next step as we get it to look at data within ZohoCRM. Why? Because it is a serious improvement ...; Created on 06 March 2023
12. ZohoCRM: Import Attachments: / Zoho /; ... that will be attached to Contact records and Sales Orders, you will need to include at this step the "Contacts_001.csv" and "Sales Orders_001.csv" (preferably taken from a backup): Watch the spinning ...; Created on 16 January 2023
13. Zoho Analytics: Determine profits from invoices and purchase orders: / Zoho /; What? An article on the reasoning and steps to generate a dataset using Zoho's ANSI-SQL queries to generate the margins of each invoice in ZohoBooks. Why? We need to create a profits/losses dashboard ...; Created on 03 November 2022
14. ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM record: / Zoho /; ... CRM record. STEP 1: REGISTER A NEW CLIENT First, you need to register your application with Zoho’s developer console to get your Client ID and Client Secret. (Login as the client super admin or ascentcloud ...; Created on 17 October 2022
15. Zoho CRM / Deluge: Send an email with a CRM Quote using a given CRM template: / Zoho /; ... on the ellipsis or three horizontal 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 ...; Created on 18 August 2022
16. Amazon Kindle: Send PDFs to your Kindle: / Kindle /; ... steps to follow for getting your email address approved. Follow steps 1 – 5 as stated under Finding your Kindle email address. However, click on Preferences this time, instead of Devices. Scroll ...; Created on 29 June 2022
17. GoDaddy Apache cPanel: Install SSL Certificate: / cPanel /; ... 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'l ...; Created on 07 April 2022
18. Zoho Inventory & eBay Picture Services: UploadSiteHostedPictures: / Zoho /; ... Step-by-step Add Zoho Creator to your Zoho One Login to Zoho One Go to Settings (cog in top right) Click on Applications i the sidebar Click on the Add Application button Select Creator by clicking ...; Created on 31 March 2022
19. PC Build 2022: 5 Monitors connected to 1 PC using 1 GPU: / Articles /; ... supports it (I had no idea whether my motherboard supported it as it kept talking about AMD Crossfire/NVidia SLI and I'm doing neither). But that didn't work, then I found you need to do an extra step in ...; Created on 12 March 2022
20. ZohoCRM: Template: not being able to edit a text box: / Zoho /; What? This is a bit of an 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 ...; Created on 25 January 2022