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Practical solutions and technical notes from CRM platforms, workflow automation, APIs, databases and the systems around them.
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This is a quick article I use to list step by step on how to set up a custom domain for a Zoho Creator customer portal. In this example, we are going to use a subdomain of a company which has the domain joellipman.com.
So I thought I'd write a quick article to remind me and to develop a simple notification system that will popup for any user on the submit of a form, or on the click of a button or on the click of a link on a page.
This is an article documenting how to create a Zoho Creator Widget which includes the Bootstrap and jQuery frameworks as well as other JavaScript functionality.
So this is an article documenting how to create an on/off toggle switch that hides and displays between 2 div layers in a Zoho Creator Page (so not a form or report but a page).
This is slightly different to my article Zoho Deluge: Get Refresh/Access Token API v2 (Zoho to Zoho service) and different to my Zoho CRM: APIv2 using PHP & cURL (3rd-Party to Zoho), in that this details how to setup a connection to use in an invoke URL statement. Specifically for Zoho Books, Subscriptions or Inventory...
This is a copied article just to store a permanent reference for if I ever need to build an app similar to the file explorer in the Microsoft Windows OS.
So this is an article to document the methods I use to get an image uploaded in a form to display in a report or on another page.
Ergonomic adjective "relating to or designed for efficiency and comfort in the working environment." So it's pretty important not to be slouching over the coffee table for hours or days on end. I was waiting to move house during 2020 but then a virus capable of locking down the world manifested itself. I thought this w...
This is an article to document a standalone function which generates an access token from within Zoho CRM so you can access your Xero instance. There are 3rd-party API libraries and SDKs out there but as usual with financial technologies (fintech), I don't trust them. Here's how to do it in pure Deluge with a Zoho CRM...
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This site exists as a practical knowledge base built from real-world experience across systems, platforms, and technologies since 1999. Much of the content documents solutions, edge cases, and working patterns that were learned through investigation where documentation was incomplete or absent, and is shared to reduce the same friction for others.
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