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Assuming next is required, the following 109 results were found.

  1. Zoho CRM: Schedule a Call using Delugehttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-schedule-a-call-with-deluge.html

    Why? Because I find a need to document anything that takes longer than 30 minutes to figure out so I don't spend so long the next time I have to do it. The use-case scenario here is that when an appointment is made for a Lead in a booking system, we...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  2. Zoho Deluge: Regex Rounding and/or Removing Trailing Zeroshttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-regex-rounding-and-or-removing-trailing-zeros.html

    so we don't breach a statement execution limit in the Zoho app function. How? If we're not going to use loops, then the next best thing I'm aware of is a regular expression. So the first expression I came up with worked to a certain point but didn't...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  3. Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile)https://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-using-a-function-for-validation-rules.html

    work Choose field to validate > Select "Lead Status" Choose validation type as "Validate using function" and click on "Next" For functions, select "Write your own" Give it a function name, eg. "fn_Validation_LeadStatusChange", a display name, eg. "Fn -...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  4. ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM recordhttps://joellipman.com/component/content/article/zohoflow-zohosign-retrieve-a-zoho-sign-document-request-and-add-attachments-to-crm-record.html?catid=138&Itemid=165

    ID and client secret along with the Grant Code Click the button and you will get a refresh token which you can copy for the next step. STEP 4: THE REST A Zoho Flow would submit the request ID and document ID as part of a map to the following function:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Sign
    • Language: *
  5. Zoho Deluge: Generate a loop or list of any sizehttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-generate-a-list-of-any-size.html

    or list of any size. Why? My use case here is to run a schedule that will populate a list with the upcoming dates for the next week (and for any numbers of weeks thereafter). This needs to be dynamic as it is a schedule run daily checking the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  6. ZohoCRM: Import Attachmentshttps://joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-import-attachments.html

    my Attachments.csv here is called "Attachments_001.csv"... I didn't do that, this process seems to have done that): On the next step, check your Attachments CSV has the mandatory columns and as previously mentioned, Attachment ID is the unique filename...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  7. Zoho Creator: Disable/Hide the add and delete subform row buttonshttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-disable-hide-the-add-and-delete-subform-row-options.html

    For Deluge Script, add the following: // // CSS overrides v_CssNotes = ""; // // this line hides the delete/cross icon next to each row v_CssNotes = v_CssNotes + ".subformRow .form-group{display:none;}"; // // this line hides the "add new row" from...

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

    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 upon ZohoZIA and we get a lot of requests around customizing...

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

    since time-of-print of this article, this is how to get to them Login to ZohoCRM Go to Setup (cog icon in the top right next to your profile picture) Under Channels, go to Email Click on the "Email Deliverability" tab Under Authentication, click on...

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

    Page is "Edit Page (Standard)" Module is "Products" Layout is "Standard" Event Type is "Page Event" Event is "onLoad" Click "Next" Method 1 This includes a function which counts the number of decimals. I didn't need to use this method for my client;...

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

    Data Sources" button Select "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 and then wait for...

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

    box, and to the right of it, I click on the "ZohoAnalytics Image URL" value to copy it into the textbox: Great! Now the next step makes the value into an image. Even if this is filled with URLs for images stored on remote websites, it helps to preview...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *
  13. Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Templatehttps://joellipman.com/articles/crm/zoho/zoho-books/zoho-books-estimates-quotes-accept-decline-buttons-on-template.html

    ]; 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 == "Decline") { b_ValidResponse = true; // // Mark the estimate as declined r_Decline = invokeurl...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  14. 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: *
  15. Zoho Survey & Zoho Analytics: Query to generate individual responses and grouped pageshttps://joellipman.com/articles/crm/zoho/zoho-analytics/zoho-survey-zoho-analytics-query-to-generate-individual-responses-and-grouped-pages.html

    number comes from it prefixing the question per page that the client did when setting up her survey (eg. 1. question 1, 2. next question, 3....). ZohoSurveys - Individual Responses Query (if using an input field for email: public Survey) If you're not...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *
  16. How to redirect the visitor after the contact pagehttps://joellipman.com/articles/cms/joomla/how-to-redirect-the-visitor-after-the-contact-page.html

    method below with both an article and a contact page, but it should work for most other page redirects as well. Step Two: Next if you don't already know the URL of the page you want to redirect to, you will create a menu item in the Joomla 1.5 admin...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
  17. Using MetaMod to hide buttons from logged in usershttps://joellipman.com/articles/cms/joomla/using-metamod-to-hide-buttons-from-logged-in-users.html

    and 'regmenu'. (Assuming you already have a menu - easiest thing to do is make the new menu in menu manager for reg users. Next, go to the module mgr and create a new menu module for the regmenu menu, mine are called - 'pubmenu' and 'regmenu'. Edit your...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
  18. Installing phpBB3 for Joomla with a RocketTheme templatehttps://joellipman.com/articles/cms/joomla/installing-phpbb3-for-joomla-with-a-rockettheme-template.html

    of the GUI on each page until it confirms you've installed phpBB3. Install RocketTheme Affinity phpBB3 Style The next big step is installing the Affinity phpbb3 style. I say it's a big step because RocketTheme assume that you just upload the affinity...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
  19. Battery Constantly Drained on iPhonehttps://joellipman.com/component/content/article/battery-constantly-drained-on-iphone.html?catid=60&Itemid=165

    is a brilliant example where trying to fix the problem is the very cause of the problem in the first place: The empty arrow next to the battery indicator tells you that location services is enabled but it is attached to a reminder that needs to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Apple
    • Language: *
  20. Google Drive API v3 - OAuth2 using Service Account in PHP/JWThttps://joellipman.com/component/content/article/google-drive-oauth-using-service-account-in-php.html?catid=61&Itemid=165

    = '/access_token.dat'; 2b. Specify the impersonator Now for testing purposes you should leave this next variable as an empty string. If you leave this blank, the script will run through and connect to Google Drive using the Service Account. The script...

    • Type: Article
    • Author: Joel Lipman
    • Category: Google
    • Language: en-GB
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