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Assuming once is required, the following 59 results were found.

  1. ZohoCRM: Template: not being able to edit a text boxhttps://joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-template-not-being-able-to-edit-a-text-box.html

    Window for Elements, make the changes to your box using your HTML knowledge (in my example, clearing the hard-coded address) Once it looks like you want, click on the "Save" then "Save Now" button in the top right of your CRM. Done... get everyone...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  2. Zoho Books/Inventory: Trigger a workflow when an invoice has been paidhttps://joellipman.com/articles/crm/zoho/zoho-books/zoho-books-inventory-trigger-a-workflow-when-an-invoice-has-been-paid.html

    is "Created or Edited" Execute the workflow when "When any field is updated" Filter the triggers when Status is "Paid" Just once or every time is "Everytime" Actions is a custom function called "fn_invoice_updatepaymentmethod" But this wouldn't work...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  3. ZohoRecruit: Create Linking Table for Candidates and Associated Job Openingshttps://joellipman.com/articles/crm/zoho/zoho-recruit/zohorecruit-create-linking-table-for-candidates-and-associated-job-openings.html

    with just the name field (placed at top of request) and comment out the other fields from the rest of the request to test. Once you have successfully created a record using only the name field (no underscores - as displayed on the record), uncomment...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Recruit
    • Language: *
  4. ZohoCRM: Get All eBay Active Listingshttps://joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-get-all-ebay-active-listings.html

    file which we can run on demand. Why not in Zoho Inventory or any other Zoho app? Because we like to challenge ourselves... Once again, I'm not going into how to generate an access token / connection from Zoho to eBay, that is documented in my article:...

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

    with statistics and datasets. Planning Need to ensure data fed into a session is not shared or available to external sources once entered into OpenAI. If I train OpenAI on a dataset, can that data be accessed by external sources? No, if you train OpenAI...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  6. ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Leadhttps://joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-follow-up-and-remind-record-owner-to-convert-lead.html

    me how to repeat the task. Unnecessary here as the staff member only needs repeatedly reminding but only to perform the task once. Incorrect Time: In my case, this was due to the CRM being set to a different timezone (7 hours off) and for testing...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  7. Zoho Projects: Get All Eventshttps://joellipman.com/articles/crm/zoho/zoho-projects/zoho-projects-get-all-events.html

    r_Portals = invokeUrl [ url: v_EndpointPortals type: GET connection: "my_projects_connection" ]; info r_Portals; // // once we check the JSON, we can select a portal name and ID, this avoids the need of using up an API request to get the portal...

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

    query and any field. It doesn't matter which one here, as long as I can get to the 3rd tab of the widget (it becomes enabled once you've completed enough on the 1st tab): I'll click on the 3rd tab called "Settings" then on the sub-tab "Image", and click...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *
  9. 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

    like we need to in this solution; namely the webhook response needs to have a header and a body. The 2nd caveat is a concern around security. It is difficult to guess a customer's Zoho ID; some might say almost impossible. To use other fields that could...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  10. Zoho CRM: Remove Duplicate Product Recordshttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-remove-duplicate-product-records.html

    = v_CountTotal + ": " + v_ProductName + ": " + v_Frequency + ":- "; // // only use up more api calls if occurs more than once if(v_Frequency > 1) { // // replace apostrophes with double apostrophe for coql v_SearchName =...

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

    subscribe to or opt out of eBay marketplace account deletion/closure notifications before they make their first API call. Once the new developer's application is subscribed to eBay marketplace account deletion/closure notifications or they have...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  12. Zoho People: Get Performance Records over APIhttps://joellipman.com/articles/crm/zoho/zoho-people/zoho-people-get-performance-records-over-api.html

    parameters: m_Params headers: m_Header connection: "zanalytics" ]; info r_AddRow; } } // // used while debugging / remove once in production if(v_CountTotal >= 3) { break; } } return "Processed " + v_CountTotal + " record(s)"; Important Note: The above...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho People
    • Language: *
  13. Zoho Deluge - Multi-line Variable Assignments and Expressionshttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-multi-line-statements-using-semi-colon-termination.html

    temporarily format logic across multiple lines to improve readability while writing or reviewing code. Do bear in mind that once the script is saved and re-opened, the code will be reformatted back onto a single line. How? Below are three examples...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  14. Joomla article modal with clear buttonhttps://joellipman.com/articles/cms/joomla/joomla-article-modal-with-clear-button.html

    The "clear" button is essential as some article_modal fields may not be required and are difficult to clear once set. How? Well don't quote me on this but I haven't needed to modify this script for any different component. Simply include this file in...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: en-GB
  15. Protecting your Joomla Administrator Sectionhttps://joellipman.com/articles/cms/joomla/protecting-your-joomla-administrator-section.html

    URL. Caveat: If you login to the administrator section on a shared computer, ensure you close the browser (and all tabs) once done or this cookie will remain on the computer and will be readable by other users who access the same computer (this is...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: en-GB
  16. 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

    and you have NOT authorized this service account via the G-Suite Administrator settings, then this script will break. Once you have authorized the service account, you can then put the email of the user the service account will be impersonating. Browse...

    • Type: Article
    • Author: Joel Lipman
    • Category: Google
    • Language: en-GB
  17. Mediawiki Extension for Camtasia Studio SWF videoshttps://joellipman.com/articles/cms/mediawiki/mediawiki-extension-for-camtasia-studio-swf-videos.html

    so Amend your LocalSettings.php file Add the following the the LocalSettings.php file in your mediawiki root folder: require_once("$IP/extensions/bukb_camtasia_player/BUKB_player.php"); View your file in MediaWiki Upload the SWF file to your mediawiki...

    • Type: Article
    • Author: Joel Lipman
    • Category: MediaWiki
    • Language: en-GB
  18. Android: Keytool and Google Maps displaying greyhttps://joellipman.com/articles/else/app-dev/android-os/android-keytool-and-google-maps-displaying-grey.html

    Store: The google maps api will apparently NOT work if you downloaded the APK from another location. This wasn't the issue, once I had the right SHA1 registered in the Google APIs console other users could download the file from my website and see the...

    • Type: Article
    • Author: Joel Lipman
    • Category: AndroidOS
    • Language: *
  19. SSIS Script: convert UPPERCASE to Mixed-Case using TitleCasehttps://joellipman.com/component/content/article/ssis-script-convert-uppercase-to-mixed-case-using-titlecase.html?catid=74&Itemid=165

    cannot be added. The component only accepts inputs", ComponentMetaData.Name), null); } // This method is called once at Run Time // It creates an array (inputBufferColumnIdx) containing the index in the pipeline buffer of each input column passed into...

    • Type: Article
    • Author: Joel Lipman
    • Category: SQL Server Integration Services
    • Language: en-GB
  20. Parameters not being used in report processinghttps://joellipman.com/component/content/article/parameters-not-being-used-in-report-processing.html?catid=75&Itemid=165

    Once again I've spent a whole morning going in the wrong direction with a convincing SQL script. This article is just a note on when using Business Intelligence Development Studio (BIDS) or Report Builder 2.0 and when previewing the report, the...

    • Type: Article
    • Author: Joel Lipman
    • Category: SQL Server Reporting Services
    • Language: en-GB
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