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Assuming link is required, the following 101 results were found.

  1. Zoho Deluge - Some Useful Regular Expressionshttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-some-useful-regular-expressions.html

    Decimal Separator and Commas: v_MyString = 1234.567; v_FormattedString = (v_MyString.round(2)).toString().replaceAll(("(?Link"; v_FormattedString = v_MyString.replaceAll("^.*href\s*=\s*\"([^\"]*)\".*$","$1"); // yields...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  2. Zoho Deluge - Get Refresh/Access Token API v2https://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-get-refresh-access-token.html

    to access the data within the specified scope(s). If you run this as a standalone, then this will simply tell you what the link is to go to. Agree and note the code parameter passed in the URL (ie. "&code=..."). Also note that any generated code...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: en-GB
  3. Zoho Creator: Assign an integration field value with an integration valuehttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-assign-an-integration-field-value-with-an-integration-value.html

    have to convert it to a number with .toLong(). Say I have an integration field on my form called "CRM Account" with field link name "Account"; Then I have a workflow on user input of the field to save this directly to the record; You would think the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  4. Zoho CRM & Zoho Books: Custom Related Lists Delugehttps://joellipman.com/articles/crm/zoho/zoho-books/zoho-crm-zoho-books-custom-related-lists-deluge.html

    purposes, these have been simplified and will need to be adapted for your needs. Note that I have used 2 URL methods of linking to the Creator app and some data formatting that I tend to use regularly for my benefit later on when I simply copy & paste...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  5. Zoho Creator: Receive eBay Order Notifications via Webhookhttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-receive-ebay-order-notifications-via-webhook.html

    field called "Event Type" Add a Multi-line field called "Payload" Click Done Make a note of the name of this form (the form link name, eg. "eBay_Webhook_Payloads") Setup a CRM function to receive data Login to your ZohoCRM > Setup > Developer Space >...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  6. Zoho Analytics: Setup DataSource via FTP Connectionhttps://joellipman.com/articles/crm/zoho/zoho-analytics/zoho-analytics-setup-datasource-via-ftp-connection.html

    Schedule to repeat: Every X Hours, Every Day, Weekly, Monthly: Schedule with Timezone specified (click on the "(Change)" link next to timezone: Error(s) Unable to import file from the FTP server: Unable to connect to the FTP server:

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *
  7. ZohoCRM: Integrate ChatGPT to ZohoZIAhttps://joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-integrate-chatgpt-to-zohozia.html

    Login to ZohoCRM as a super-admin Go to Setup (cog icon in the top right) Under Zia, select "Conversational AI" Click on the link "Zia Developer Console" (yours will have the specific OrgID in the URL). Click on "Add Action" Give it the Action Name "Ask...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  8. Zoho Deluge: Get All Orders from eBayhttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-get-all-orders-from-ebay.html

    IDs for a particular year output as a spreadsheet. How? Similar to how we retrieved the eBay active listings (see article link above), we're going to use the GetOrders call for order (sales) management. /* Function: fn_GetEbayOrders() Purpose: Queries...

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

    24 to 72 hours to propagate. In our cases, a working example can return within the hour as authenticated. Use the following link to continue monitoring for when this has taken effect: https://zohomail.tools/#runChecks Source(s): ZohoCRM: Email...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Other
    • Language: *
  10. Zoho CRM: ZDK Client Script: Auto-Select Pipeline based on User Departmenthttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-zdk-client-script-auto-select-pipeline-based-on-user-department.html

    > Click the pencil icon (top-right most) to edit any profile On the user's dialog/popup in the bottom left, there will be a link saying "Manage Fields" Add a picklist field type called "Department" with the options "Hire Team", and "Sales Team". Save...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  11. 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

    Zoho Analytics and give the required scopes (I've cheated and gone for ZohoAnalytics.fullaccess.all) Note the connection link name (mine is called "zanalytics") Create a Ticket workflow: ZohoDesk > Setup > Automation > Workflows Click on "Create Rule"...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Desk
    • Language: *
  12. 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

    Expand WooCommerce in the left sidebar Go to Settings (in the menu/sidebar) > Advanced (tab) > REST API (link under the tabs) Click on the Add key button Give it a description, assign a user that it will run as (preferably of the admin or account that...

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

    a table of about 10 columns called "Untitled-1". I enter some labels in the first column. These will be keys later on to link my report to so keep them short without any special characters. I then saved this table with the name "Joels Image Library". I...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *
  14. Zoho Workdrive: Getting Team Folder IDhttps://joellipman.com/articles/crm/zoho/zoho-workdrive/zoho-workdrive-getting-team-folder-id.html

    } // ====================== // upload the file to this folder if(v_WorkdriveFolderID != "") { v_PermaLink = ""; // // generate a test CSV v_NewLineChar = hextoText("0A"); l_Csv_File = {"Header1,Header2","Row1_Data1,Row1_Data2","Row2_Data1,Row2_Data2"};...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Workdrive
    • Language: *
  15. Zoho Creator: Input Color Pickerhttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-input-color-picker.html

    Create a Zoho Creator form Create a form, I'm calling mine "Color Picker" Add a note field, I've given it the field link name "Note_ColorPicker_Css" Add a radio field type, I've called it "Color Picker" Add a single line text field, I'm calling it...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  16. ZohoDeluge: eBay marketplace account deletion/closure notificationshttps://joellipman.com/articles/crm/zoho/zoho-deluge/zohodeluge-ebay-marketplace-account-deletion-closure-notifications.html

    Navigate to the Application Keys page: https://developer.ebay.com/my/keys Click the Notifications link next to your App ID to open the Alerts and Notifications page: https://developer.ebay.com/my/push Select the Marketplace Account Deletion option in...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  17. Zoho CRM: JS Widget: Generic Script to pass the Record ID to a CRM functionhttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-js-widget-generic-script-to-pass-the-record-id-to-a-crm-function.html

    JS Widget, we can popup a window over the Zoho CRM which displays a more clear HTML & CSS styled message box. How? There are links to how to create a widget in detail which I'll link to at the bottom of this page. What follows are the quick steps to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  18. ZohoBooks: Broken UK Banking Feedhttps://joellipman.com/articles/crm/zoho/zoho-books/zohobooks-broken-uk-banking-feed.html

    had been replaced with only “Automatic Import.” Attempts to make the account inactive failed with the message that it was “linked with an integration.” This message doesn’t necessarily mean a third-party app; it usually means the existing bank feed...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  19. Applying a button and centering it in the RocketTheme Affinity templatehttps://joellipman.com/articles/cms/joomla/applying-a-button-and-centering-it-in-the-rockettheme-affinity-template.html

    This took me a while to do so I thought I'd document it for future reference. The Issue See the restore default setting link at the bottom of this page in the footer? I wanted to put one of the styled buttons behind it but then found that there's a lot...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
  20. View your available module positionshttps://joellipman.com/articles/cms/joomla/view-your-available-module-positions.html

    Go to Extensions > Template Manager > select your template Click on the big Preview button in the top right Click on the link 'Show in New Window' Bookmark the web address of the new window The bookmark/favorite that you have just made can be refreshed...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
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