Search - Joel Lipman .Com

1. Financial Tech Systems: / Category /; Created on 11 March 2020
2. eCommerce Systems: / Category /; Created on 05 March 2020
3. Customer Relationship Management Systems: / Category /; Created on 05 March 2020
4. Content Management Systems: / Category /; Created on 05 March 2020
5. Zoho Analytics: Create a Monitoring System with Images: / Zoho /; What? This is an article to remind me how I did this for a customer and images help visualize the health of the system. Why? The use-case here is to build a system which monitors a Zoho App for ...; Created on 25 July 2024
6. Zoho Books: System Values Maps: / Zoho /; What? A collection of code snippets I seem to be regularly using to generate a dynamic map of system values held in a ZohoBooks instance. Why? Rather than hard-coding and having a ton of if..then ...; Created on 07 November 2023
7. Zoho CRM: Change System Field Length: / Zoho /; What? This is an article documenting how to remove the block on changes to a system field in ZohoCRM. Why? Our use-case today is that a customer wanted to map the Postal Code or Zip from a Lead ...; Created on 19 June 2023
8. Windows 7: System Clock is constantly going out of sync: / Windows OS /; ... clock has updated in your taskbar and close the window by clicking on OK Leave your computer for a few hours and see if it keeps the time... If the problem persists, try changing the system registry ...; Created on 28 January 2010
9. Zoho Workdrive: Getting Team Folder ID: / Zoho /; ... has been uploaded to the workdrive. The direct link to the file is " + v_UploadFilename + ". "; } // v_Message = v_Message + "This file is ready for importing into the system. Kind Regards, The ...; Created on 11 September 2024
10. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Sign: / Zoho /; ... l") != "System Generated") { m_CreateEvent.put("Email",m_Notification.get("performed_by_email")); } m_CreateEvent.put("zohosign__Date",zoho.currentdate); m_CreateEvent.put("zohosign__ZohoSign_Document",v_ZCRM_DocRecordID); m_CreateEvent.put("zohosign__Description",m_Notification.get("activity")); // ...; Created on 06 August 2024
11. Zoho Projects: Get All Events: / Zoho /; ... The above is great on a test system where you don't have many events, but what if this the system has far more than 50 events, past or upcoming? Here's the code to get a single event record by its record ...; Created on 22 July 2024
12. Zoho Analytics & Zoho People: Monitor DataSource Sync: / Zoho /; ... Why? We're assisting a client implement Zoho People as their new HR solution. Zoho Analytics is used to generate specific spreadsheets for a feed into their third-party payroll system. If the data ...; Created on 02 July 2024
13. ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Lead: / Zoho /; ... as system user rather than default crm connection - Reminder cannot be set for task creation time so create task at the same time as lead and set reminders daily 24 hours after until end date ******************************************************************************* ...; Created on 14 May 2024
14. Zoho Webhooks & Shopify API: Keep Disappearing: / Zoho /; ... that Shopify would intermittently remove our webhooks. This would make the entire synchronization of the system go out of whack and some records would slip through the net while every day, the process ...; Created on 22 April 2024
15. Zoho Deluge and Wordpress/WooCommerce API: Get All Products: / Zoho /; ... pages to retrieve every product from the WooCommerce system. API connection in WooCommerce So we need to get an API connection to ensure we get all the products. This involves getting a consumer_key ...; Created on 15 April 2024
16. 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
17. ZohoCreator: Basic Widget with Zoho Data: / Zoho /; ... (aka the Quote Builder) will need to post a new quote to the system as well as show previous orders. How? We're going to use the Zoho Extension SDK. You should refer to my previous linked article ...; Created on 14 March 2024
18. 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
19. 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
20. ZohoCRM: Using Criteria with Module Record Count: / Zoho /; ... Not sure about the rest of you, but I've been using this for pagination purposes and for the system to work out how many pages or loops in total it would need to do. How? Here's a couple of working ...; Created on 14 November 2023