Zoho Creator: Set Up Custom Domain for Customer Portalhttps://joellipman.com/articles/crm/zoho/zoho-creator-set-up-custom-domain-for-customer-portal.html

17 November 2020 This is a quick article I use to list step by step on how to set up a custom domain for a Zoho Creator customer portal. In this example, we are going to use a subdomain of a company which has the domain joellipman.com. Why? This took me a bit of going...

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

Zoho Creator: Public URL of an Image field / Upload to Shopify APIhttps://joellipman.com/articles/crm/zoho/zoho-creator-public-url-of-an-image-field-upload-to-shopify-api.html

17 October 2021 that Zoho Creator says that public link exists. Let's say I have a field called Main_Photo and this is in a form called Portal_Listing with a report/view called Portal_Listing_Report and I have a publish key held in v_ListingPublishKey and lastly, my...

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

Zoho Projects: Get All Eventshttps://joellipman.com/articles/crm/zoho/zoho-projects-get-all-events.html

22 July 2024 // get Zoho Projects information v_BaseURL = "https://projectsapi.zoho.com"; v_Heading = ""; // // get all portals v_EndpointPortals = v_BaseURL + "/restapi/portals/"; r_Portals = invokeUrl [ url: v_EndpointPortals type: GET connection:...

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

ZohoDeluge: Check Shipment Status via DHL APIhttps://joellipman.com/articles/crm/zoho/zohodeluge-check-shipment-status-via-dhl-api.html

21 March 2023 the form with your details > Confirm via Email Create an app as described under Get Access section Click My Apps on the portal website Click on the App you created Note the API Key by clicking on "Show Key" The deluge function So this function will...

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

Zoho Creator: Download uploaded file and attach to Sales Order in Zoho Bookshttps://joellipman.com/articles/crm/zoho/zoho-creator-download-uploaded-file-and-attach-to-sales-order-in-zoho-books.html

15 May 2020 but appends the file name See the following as an example of what you should end up with: // // attach to ZohoBooks (for EU portal) v_CreatorDownloadBase = "https://creator.zoho.eu/file"; v_AppOwnerName = zoho.adminuser; v_AppLinkName = zoho.appname;...

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

Zoho Creator: Download File from ZohoCRM field type "File Upload" (not attachments)https://joellipman.com/articles/crm/zoho/zoho-creator-download-file-from-zohocrm-field-type-file-upload-not-attachments.html

02 February 2021 a PDF (can be any file but is usually a PDF) to a custom module in their CRM; I then need the customer from the customer portal in a ZohoCreator app to be able to download this file. How? The trick to doing this is that actually you have to treat it as...

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

Zoho Projects: Add a Time Log to an Issue using Delugehttps://joellipman.com/articles/crm/zoho/zoho-projects-add-a-time-log-to-an-issue-using-deluge.html

30 April 2021 (requires end time field if using): // // init (from dropdowns you have made applicable to your Zoho Projects system) v_PortalID = ifnull(input.ZohoProject_Portal,0); v_ProjectID = ifnull(input.ZohoProject_Project,0); v_IssueID =...

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

UNC Paths in Sharepoint 2007 linkshttps://joellipman.com/articles/microsoft/sharepoint/unc-paths-in-sharepoint-2007-links.html

08 November 2012 worms (security-wise). There may be situations when this is better but I'm just trying to add a link to our Sharepoint 2007 portal. How? Add a link with the prefix File:// and complete the rest of the path as per usual. Sharepoint will correct the link...

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

Sync Outlook 2007 Shared Calendar with SharePoint 2007https://joellipman.com/articles/microsoft/sharepoint/sync-outlook-2007-shared-calendar-with-sharepoint-2007.html

09 November 2012 I have: a Shared Calendar I can open in Outlook 2007 (the team's annual leave). full access to a SharePoint 2007 site (team portal). Steps: Open your Outlook 2007 Using MS Internet Explorer (demo below is version 8), bring up your SharePoint Calendar...

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

ReCaptcha alternative: Integrate PlayThru in JComments 2.3 for Joomla 2.5https://joellipman.com/articles/cms/joomla/recaptcha-alternative-integrate-playthru-in-jcomments-for-joomla.html

24 March 2014 be "test.mycompany.com" and not "www.mycompany.com") STEP #2: Download AYAH files Download the latest files from https://portal.areyouahuman.com/installation/php (If you want my cached download - v1.1.8: click here) Extract the ZIP file to a folder...

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

ReCaptcha alternative: Integrate PlayThru in JComments 3.0 for Joomla 3.2https://joellipman.com/articles/cms/joomla/recaptcha-alternative-integrate-playthru-in-jcomments-3-0-for-joomla-3-2.html

27 April 2014 be "test.mycompany.com" and not "www.mycompany.com") STEP #2: Download AYAH files Download the latest files from https://portal.areyouahuman.com/installation/php (If you want my cached download - v1.1.8: click here) Extract the ZIP file to a folder...

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

Display Feeds to major Social Networkshttps://joellipman.com/articles/web-development/display-feeds-to-major-social-networks.html

16 May 2016 network pages in one page. Why? There are 3rd-party apps that let you do this, some paid, some not. This was for a staff portal so I wanted this at no extra cost. This is read-only so actual editing of the feed would be done on the respective social...

• Type: Article
• Author: Joel Lipman
• Category: Web-Development
• Language: *

Windows 10: Shortcut Apps to Settingshttps://joellipman.com/articles/microsoft/windows-os/windows-10-shortcut-apps-to-settings.html

30 July 2020 ms-settings:gaming-trueplay Xbox Networking ms-settings:gaming-xboxnetworking Mixed Reality (requires Mixed Reality Portal app) Audio and speech ms-settings:holographic-audio Environment ms-settings:privacy-holographic-environment Headset display...

• Type: Article
• Author: Joel Lipman
• Category: Windows OS
• Language: *

Zoho Creator: info/alert/modal/popup notification for any userhttps://joellipman.com/articles/crm/zoho/zoho-creator-info-alert-modal-popup-notification-for-any-user.html

06 November 2020 to an admin and even in some cases only as an additional link in the form. The example below is for use in a customer portal on the click of a report button (report workflow). How? This will create a popup using the built-in popup of Zoho creator and...

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

Zoho CRM & Zoho Bookings Issue: Full Name appears in Last Name (first name first name last name)https://joellipman.com/articles/crm/zoho/zoho-crm-zoho-bookings-full-name-appears-in-last-name.html

01 September 2021 as first name and last name rather than full name to last name: Source(s): Registration Form for Guest Users and Customer Portal Users

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

ZohoCRM Webhook: Create ZohoInventory Records from an eBay orderhttps://joellipman.com/articles/crm/zoho/zohocrm-webhook-create-zohoinventory-records-from-an-ebay-order.html

27 April 2023 Documentation: https://developer.ebay.com/devzone/xml/docs/reference/ebay/GetOrderTransactions.html - DHL API Developer Portal: https://developer.dhl.com/documentation - DHL API Developer API Reference Shipment Tracking:...

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

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 sync with. Select Data Sources in the left sidebar Add Data Sources > Select Zoho Desk Do "Next" and select the Zoho Desk Portal Ensure that "Tickets" is selected (I'd tick most of the fields this contains) Create a data table in ZohoAnalytics to hold...

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

ZohoCRM: Make either Mobile or Email mandatoryhttps://joellipman.com/articles/crm/zoho/zohocrm-make-either-mobile-or-email-mandatory.html

03 October 2024 use-case is that the mobile or email field on a Zoho CRM contact record is used to authenticate the contact on a Wordpress portal. OTP or 2FA or MFA or OTC is in effect however; so a contact email OR phone number is required. Both aren't required but at...

• 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 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 decline then done. One of the biggest hurdles here,...

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