Here are a few examples of how you can use the search feature:

Entering this and that into the search form will return results containing both "this" and "that".

Entering this not that into the search form will return results containing "this" and not "that".

Entering this or that into the search form will return results containing either "this" or "that".

Search results can also be filtered using a variety of criteria. Select one or more filters below to get started.

Assuming analytics is required, the following 10 results were found.

  1. Zoho Analytics & Zoho People: Monitor DataSource Sync https://joellipman.com/articles/crm/zoho/zoho-analytics-zoho-people-monitor-datasource-sync.html

    A quick article on how to setup an automation that checks if a datasource synchronization between Zoho People and Zoho Analytics failed. This can be adapted to any data source for Zoho Analytics. Why? We're assisting a client implement Zoho People as...

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

  2. ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Reporthttps://joellipman.com/articles/crm/zoho/zohodesk-zohoanalytics-display-ticket-attachments-in-analytics-report.html

    A quick article with the code to download image attachments from a Zoho Ticket and then to upload the attachment to Zoho Analytics. Why? First of all, we couldn't find how to sync attachments from ZohoDesk to ZohoAnalytics using the integration. Other...

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

  3. ZohoAnalytics & ZohoBooks: Custom Related List from Analyticshttps://joellipman.com/articles/crm/zoho/zohoanalytics-zohobooks-custom-related-list-from-analytics.html

    to document 2 features in deluge code: a custom related list in ZohoBooks, and a reminder on how to read a table from ZohoAnalytics. Why? My use-case here is that we have a client who uses their purchase orders and sales orders as part of a logistics...

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

  4. Zoho Analytics: Create a Monitoring System with Imageshttps://joellipman.com/articles/crm/zoho/zoho-analytics-create-a-monitoring-system-with-images.html

    fail, there should be images or icons warning or advising of failures. How? The key trick to use here the ability for Zoho Analytics to display different images based on a criteria or a value within a data table. As documented in an earlier article, put...

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

  5. Zoho Analytics: Setup DataSource via FTP Connectionhttps://joellipman.com/articles/crm/zoho/zoho-analytics-setup-datasource-via-ftp-connection.html

    is going to be an article with a bunch of pictures showing step-by-step of how I setup a recurring data source in Zoho Analytics via FTP. Why? The use-case here is that I have a client who wants to import data via FTP (SFTP - to be precise) and have...

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

  6. Zoho Analytics: Set Up a Widget Displaying Sales Personhttps://joellipman.com/articles/crm/zoho/zoho-analytics-set-up-widget-displaying-sales-person.html

    A quick article to display a value in a column in a widget in Zoho Analytics. Why? Because I keep forgetting how to do it. How? I've done this for a query that amalgamated all the deals against a deal owner and needed to repeat this for all the invoices...

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

  7. Zoho Analytics: Determine profits from invoices and purchase ordershttps://joellipman.com/articles/crm/zoho/zoho-analytics-determine-profits-from-invoices-and-purchase-orders.html

    queries to generate the margins of each invoice in ZohoBooks. Why? We need to create a profits/losses dashboard in Zoho Analytics as we can't control the out-of-the-box PNL report that comes with Zoho Books. We needed a dataset that took into account...

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

  8. Zoho Creator: Shopify API Integration Oauth 2.0 - Update 2022 (Search by SKU GraphQL)https://joellipman.com/articles/crm/zoho/zoho-creator-shopify-api-integration-oauth-2-0-update-2022.html

    by the sales team via Shopify. So I select the following: (see: Shopify API Access scopes for more info on each):...

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

  9. Zoho Recruit: Rollup Number of Recruit Candidates to CRM Accounthttps://joellipman.com/articles/crm/zoho/zoho-recruit-rollup-number-of-recruit-candidates-to-crm-account.html

    to the same school and updates some number fields on the matched CRM account. Why? For reporting purposes. Although Zoho Analytics can use data imported from both ZohoCRM and ZohoRecruit, it was helpful on the CRM record to see how many candidates had...

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

  10. ZohoRecruit: Create Linking Table for Candidates and Associated Job Openingshttps://joellipman.com/articles/crm/zoho/zohorecruit-create-linking-table-for-candidates-and-associated-job-openings.html

    via the API but couldn't find a database table to determine who has been associated to what job. In Zoho Recruit reports (Analytics), you can include the "Associate" module which then allows you to link the Candidates to the Job Openings; but my client...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
Results 1 - 10 of 10

Joes Word Cloud

Please publish modules in offcanvas position.