Search - Joel Lipman .Com

21. ZohoCRM: Integrate ChatGPT to ZohoZIA: / Zoho /; ... Getting to the development-side 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 ...; Created on 06 March 2023
22. Zoho Cliq: Integrate OpenAI and ChatGPT 3.5 Turbo: / Zoho /; ... however is that it is connected to the Internet unlike ChatGPT which only has information up to 2021. How? The basics of setting this up would be to setup a bot in ZohoCliq and then to edit either ...; Created on 13 February 2023
23. Joel's Reference to MidJourney v4 Prompt: / Graphic Design /; ... lighting setup, Adobe Photoshop, appetizing composition, attention to detail::3 dim, blurry, boring, generic, unappetizing, simple::-2 grainy, smokey::-1 room: ::5 Professional Real Estate Photography::4 ...; Created on 11 February 2023
24. ZohoRecruit: Create Linking Table for Candidates and Associated Job Openings: / Zoho /; ... create a connection in ZohoRecruit: Go to Setup > Developer Space > Functions Create or Edit a function At the top of the IDE there will be a "Connections" link to click on. Click on "Create Connection". ...; Created on 08 February 2023
25. ZohoCRM: Import Attachments: / Zoho /; ... to be sent to a compressed folder. the Import process Simply login to ZohoCRM > Go to Setup/Settings > Under Data Administration, select "Import" > Select Zoho CRM Now upload all the files neede ...; Created on 16 January 2023
26. Zoho Inventory & eBay Picture Services: UploadSiteHostedPictures: / Zoho /; ... connection from Zoho Creator to Zoho Inventory 3 lines icon in the top-left of your Creator (in edit this application mode) Then go to Setup > Connections > Add Connection Select Zoho OAuth and specify ...; Created on 31 March 2022
27. PC Build 2022: 5 Monitors connected to 1 PC using 1 GPU: / Articles /; ... setup (when Lockdown due to COVID-19 first happened). The work PC connected to the 3 monitors at the top and the home PC connected to the 2 monitors underneath: How? My upgrade for 2022, is that ...; Created on 12 March 2022
28. Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile): / Zoho /; ... to ZohoCRM > Setup > Customization > Modules and Fields > Leads Select "Validation Rules" and cick on "New Validation Rule" Choose the layout, this has to be the highest level (I think) as a custom lead ...; Created on 11 February 2022
29. Zoho CRM: Template: Empty Space between Header and Line Items: / Zoho /; ... This has been raised a few times by multiple clients but the fix is rather quick as long as you can get to the HTML of the template: Login to ZohoCRM > Setup > Customization > Templates > Inventory ...; Created on 03 February 2022
30. ZohoCRM: Template: not being able to edit a text box: / Zoho /; ... successful...: For this strange fix, I'm going to list step by step but using the "Google Chrome" web browser: Login to ZohoCRM > Setup > Templates > Inventory Click on the name of the problematic ...; Created on 25 January 2022
31. ZohoCRM & Xero Real-Time Invoices: Receive Webhook: / Zoho /; ... Here's an overview of how we achieve this: Set up a Zoho CRM function to receive the webhook. Setup a webhook in Xero. [Optional for Method #2] Setup a PHP script on a server that will validate the ...; Created on 10 January 2022
32. Zoho Deluge: Text (SMS) reminder using Twilio API (LocalSense): / Zoho /; ... off a scheduled workflow of a call/meeting Login to ZohoCRM > Setup > Automation > Workflow Rules > Create Rule Module is "Calls" Rule Name can be whatever you want, I'm calling mine "Calls - Send SMS ...; Created on 16 December 2021
33. Zoho Deluge: Today, Tomorrow, Day After but Skip Sunday: / Zoho /; ... dates l_AppointmentDates = List(); // // initialize Start Date v_GivenDate = '2022-07-21'; // // setup list to loop through (= number of days) l_NumberOfDays = ; // // start with first date to ...; Created on 02 November 2021
34. Zoho CRM & Zoho Writer: Button to Merge Template, Send, and Attach: / Zoho /; ... when locking it down for security: Login to ZohoCRM > Setup > Developer Space > Connections > Zoho OAuth Give your connection a name, I'm calling mine "Joels Connector" Select the Scopes: ZohoWriter.documentEditor.ALL ...; Created on 21 October 2021
35. Zoho CRM: Get Unique Values of a Text Field: / Zoho /; ... CRM but I want to transform/translate one of the column values into the target How? So this is my plan: Setup a connector to CRM with the scopes ZohoCRM.coql.READ and ZohoCRM.modules.ALL Build ...; Created on 08 October 2021
36. Zoho Creator: Receive eBay Order Notifications via Webhook: / Zoho /; ... notification preferences are setup. This one didn't tell me much first time I ran it but I can use it later on to check if my "setting the notifications" process worked. void API.fn_eBayQuery_GetNotificationPreferences() { /* ...; Created on 20 September 2021
37. Zoho CRM: Permission Denied for Quote Conversion Mapping: / Zoho /; ... Invoice module as well. Step by step fix: Login to ZohoCRM, go to Setup Under "Customization", select "Modules and Fields" Click on "Organize Modules" Enable "Invoices" (by ticking the box and ...; Created on 02 September 2021
38. Zoho Creator: Receive JSON via a Shopify Webhook: / Zoho /; ... to your ZohoCRM Create a Connection Go to Setup > Developer Space > Connections > Add Connection Select the Zoho Creator connection, give it a Connection Name, I'm going with joels_creator Give it ...; Created on 15 July 2021
39. Zoho Projects: Add a Time Log to an Issue using Deluge: / Zoho /; ... time and then push the creator record to Zoho Projects. How? For the following example, you will need to have setup a Zoho Oauth Connection with the appropriate authorized scopes and have access ...; Created on 30 April 2021
40. Zoho CRM: Mapping a Multi-User or Multi-Lookup field using Deluge: / Zoho /; ... CRM modules called a "LinkingModule" (as opposed to standard modules and custom modules). Quick way to determine the API name of the linking module: Go to setup > Developer Space > functions. Create ...; Created on 28 April 2021