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

05 December 2023 and then to push the attachment from ZohoDesk to ZohoAnalytics using the API. The use-case here is that a client wants customers to submit ZohoDesk tickets and upload photos of the problematic product to the ticket. They then want an Analytics report to...

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

ZohoCreator: Basic Widget with Zoho Datahttps://joellipman.com/articles/crm/zoho/zohocreator-basic-widget-with-zoho-data.html

14 March 2024 of March 2024 ZOHO.CREATOR.init() .then(function(data) { var config = { appName : "joes_quote_builder", reportName : "All_Customers", id : "123456789012345678" } ZOHO.CREATOR.API.getRecordById(config) .then(function(response) {...

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

Zoho Creator: Render to PDF with margins and page numbershttps://joellipman.com/articles/crm/zoho/zoho-creator-render-to-pdf-with-margins-and-page-numbers.html

07 May 2024 like every other business. Page of Copyright © My Company Ltd. All Rights Reserved. Additional Notes to Self: Some customers will want a column for VAT/Tax (Display amount and then percentage beneath in smaller) Line Item Totals have been added to...

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

Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Signhttps://joellipman.com/articles/crm/zoho/zoho-crm-zoho-sign-send-crm-merged-template-for-zoho-sign.html

06 August 2024 "ZohoSign Documents", download the attachment Go back to the contact record, and upload the file to the attachment... Some customers say this is unworkable and takes far too long, especially the part of adding the various field placeholders onto the...

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

Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Templatehttps://joellipman.com/articles/crm/zoho/zoho-books-estimates-quotes-accept-decline-buttons-on-template.html

04 November 2024 notification template within ZohoBooks. Why? The use-case is simply that my client wants to make it easier for their customers to accept or decline a quote. Sure there's a portal and you can probably do it from there but this is a one-click accept or...

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

Zoho Survey & Zoho Analytics: Query to generate individual responses and grouped pageshttps://joellipman.com/articles/crm/zoho/zoho-survey-zoho-analytics-query-to-generate-individual-responses-and-grouped-pages.html

25 September 2025 The Brief: We would like the survey data to be generated as a chart and embedded in a PDF brochure we send out to our customers... How? Well fulfilling the brief (whether it's the right tool for the job is a different issue), let us synchronize Zoho...

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

Joomla field types clear my htmlhttps://joellipman.com/articles/cms/joomla/joomla-field-types-clear-my-html.html

09 August 2012 is for the Opensource Content Management System (CMS - phew what a mouthful) Joomla! version 1.6.x to 2.5.x; no wonder customers have difficulty following. How? So it's the field on the XML file /models/forms/whatever.xml which needs the filter=raw...

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