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Assuming customer is required, the following 69 results were found.

  1. ZohoDeluge: Check Shipment Status via DHL APIhttps://joellipman.com/articles/crm/zoho/zoho-deluge/zohodeluge-check-shipment-status-via-dhl-api.html

    on how to connect to the DHL API and check on a package given a tracking number. Why? In our megafunction to generate a customer, a product/item, a sales order, an invoice, a package slip/delivery note, a shipment order; as well as record any payments,...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  2. Zoho: Email Deliverability / SPF / DKIM / DMARC / Toolkithttps://joellipman.com/articles/crm/zoho/zoho-other/zoho-email-deliverability-spf-dkim-dmarc-toolkit.html

    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, but there is a Zoho Toolkit to run some checks on the email deliverability for a customer:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Other
    • Language: *
  3. Zoho CRM: Change System Field Lengthhttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-change-system-field-length.html

    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 record to an opportunity (or Deal) record. If you are using custom...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  4. Zoho Deluge: Determine if Daylight Savings are in effecthttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-determine-if-daylight-savings-are-in-effect.html

    in a fair few articles on this website but for clients in the US, where there could be 4 different timezones between customer, agent, HQ, server; we would create a separate table to manage this data. I can't do this for every client, so here's a quick...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  5. ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Reporthttps://joellipman.com/component/content/article/zohodesk-zohoanalytics-display-ticket-attachments-in-analytics-report.html?catid=129&Itemid=165

    and then to push the attachment from ZohoDesk to ZohoAnalytics using the API. The use-case here is that a client wants customers to submit ZohoDesk tickets and upload photos of the problematic product to the ticket. They then want an Analytics report to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Desk
    • Language: *
  6. ZCRM Client Script: Correct Decimal Fields OnLoadhttps://joellipman.com/articles/crm/zoho/zoho-crm/zcrm-client-script-correct-decimal-fields-onload.html

    detailing the client script to fix any fields which exceed their decimal places limit in ZohoCRM. Why? So we have a customer that has some decimal fields on the products module that are calculated and will sometimes return numbers with more than 6...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  7. ZohoCreator: Basic Widget with Zoho Datahttps://joellipman.com/articles/crm/zoho/zoho-creator/zohocreator-basic-widget-with-zoho-data.html

    Having this example for future use might save me some time. The following is the early version of a JS widget used for a customer and before I added all the layers of complexity, I want to have here an example that demonstrates a basic search on a table...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  8. Zoho Deluge and Wordpress/WooCommerce API: Get All Productshttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-and-wordpress-woocommerce-api-get-all-products.html

    enter the products in Zoho Inventory and this feeds the website. More than often, however, this request comes in when the customer has already been setting their Zoho environment up and the Wordpress site has the more information. How? So first, this...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  9. Zoho Books / Inventory: Get Item Rate from a Price Book/Listhttps://joellipman.com/articles/crm/zoho/zoho-books/zoho-books-inventory-get-item-rate-from-a-price-book-list.html

    from 7 years to 2 years ago. The following will work in May 2024 following the API domain change. The use-case is that the customer wants the item/product rate taken from the item record, if a pricebook is specified and the item exists within it, then...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  10. ZohoAnalytics & ZohoBooks: Custom Related List from Analyticshttps://joellipman.com/articles/crm/zoho/zoho-books/zohoanalytics-zohobooks-custom-related-list-from-analytics.html

    solution where items are purchased from a supplier, sent to another supplier for grading, and then sent on to the end user/customer. A custom field against the item record has been added which is a lookup to the Sales Order module. This means that on a...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  11. Zoho Analytics: Create a Monitoring System with Imageshttps://joellipman.com/articles/crm/zoho/zoho-analytics/zoho-analytics-create-a-monitoring-system-with-images.html

    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 when records were last modified and if a synchronization process...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *
  12. ZohoCRM / Client Script / Canvas: Hide Tab based on Pipelinehttps://joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-client-script-canvas-hide-tab-based-on-pipeline.html

    article with snippets of code to hide and show certain tabs on a deal record based on the pipeline. Why? A request from a customer asked if a tab specific to the pipeline selected can be shown while others hidden. Standard tabs such as Notes,...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  13. Uninstalling AEC Central and installing Community Builderhttps://joellipman.com/articles/cms/joomla/uninstalling-aec-central-and-installing-community-builder.html

    The reason I did this is because AEC is now a commercial package and it is somewhat limited in terms of good customer service. It only really manages the payment side and the complicated tasks of invoicing, but Community Builder provides more options...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
  14. List all cron jobs for all usershttps://joellipman.com/component/content/article/list-all-cron-jobs-for-all-users.html?catid=63&Itemid=165

    little script I found on Stack Overflow. Wasn't really my solution as after 2 hours, realised that the customer had been looking at the wrong server. But this script showed me where the cron job we intended was located. #!/bin/bash # System-wide crontab...

    • Type: Article
    • Author: Joel Lipman
    • Category: Linux
    • Language: *
  15. Setting up your store to use SSLhttps://joellipman.com/articles/else/e-commerce/setting-up-your-store-to-use-ssl.html

    that your store will run using two domains your master domain name and shared secure domain which may be used by other customers of your hosting company. Dedicated SSL means that you will have your own SSL certificate which enable you to run your store...

    • Type: Article
    • Author: Joel Lipman
    • Category: eCommerce Systems
    • Language: *
  16. Running Internet Explorer 6, 7, 8 as standaloneshttps://joellipman.com/component/content/article/running-internet-explorer-6-7-8-as-standalones.html?catid=80&Itemid=165

    Professional SP2 Internet Explorer 7 As you can tell, not the most up-to-date but unfortunately I need to stay near to my customer base and match their setups as closely as possible. Objective My aim is to have IE 8 installed as my Windows browser (I...

    • Type: Article
    • Author: Joel Lipman
    • Category: Windows OS
    • Language: *
  17. Search a database for a value and count matching rowshttps://joellipman.com/articles/else/database/search-a-database-for-a-value-and-count-matching-rows.html

    any table only changing the parameter column. ** ** ** ** Usage: ** ** EXEC [usp_CountRecordsPerTablePerColumn] '3', 'Customer_ID'; ** ** ** ** Parameters : ** ** - Value: the value you want to match on (eg. Customer_ID) ** ** - Column: the column name...

    • Type: Article
    • Author: Joel Lipman
    • Category: Databases
    • Language: en-GB
  18. T-SQL Record Separatorhttps://joellipman.com/articles/else/database/t-sql/t-sql-record-separator.html

    Thursday Friday Friday */ This is actually part of a SQL query (Transact-SQL) used in an Excel file. Some of our end customers are not even computer literate so the SQL query had to do the bulk of the work. The SQL query we send to the database has to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Transact-SQL
    • Language: en-GB
  19. T-SQL concatenate an incremental row numberhttps://joellipman.com/articles/else/database/t-sql/t-sql-concatenate-an-incremental-row-number.html

    has a degree in Computer Science BSc and some qualification in being Superman. Specification The output expected by the customer is the following: EMP -------------------------------------------------- EmpNumber QualificationRef 001 00101 001 00102 002...

    • Type: Article
    • Author: Joel Lipman
    • Category: Transact-SQL
    • Language: en-GB
  20. MySQL: Find records in one table that are not in another.https://joellipman.com/articles/else/database/mysql/mysql-find-records-in-one-table-that-are-not-in-another.html

    and it's at the stage where we need to optimize the queries because some scripts are noticeably slow (as observed by the customer...) and then others not. The What I'm going to run these benchmark tests against a system that is both up and running via...

    • Type: Article
    • Author: Joel Lipman
    • Category: MySQL
    • Language: en-GB
Results 41 - 60 of 69