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Assuming want is required, the following 279 results were found.

  1. Zoho Cliq: Integrate OpenAI and ChatGPT 3.5 Turbohttps://joellipman.com/articles/crm/zoho/zoho-cliq-integrate-openai-and-chatgpt-3-5-turbo.html

    Zoho Community Forums to connect a ZohoCliq to the OpenAI API and ChatGPT... Note that I have another article for those who want to integrate ChatGPT with ZohoZIA. Why? Previously, I would edit the message handlers of a Cliq Bot I created but it would...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  2. Zoho: Email Deliverability / SPF / DKIM / DMARC / Toolkithttps://joellipman.com/articles/crm/zoho/zoho-email-deliverability-spf-dkim-dmarc-toolkit.html

    Who owns the domain (eg. mycompany.com) So this setup involves creating the TXT records on the DNS. Ideally, we would not want access to the DNS as Zoho Support as we could be blamed for any website / mail server issues not related to any of this setup...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  3. ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRMhttps://joellipman.com/articles/crm/zoho/zohocrm-zohowriter-generate-rich-email-signatures-in-crm.html

    A client of ours has a rather rich HTML email signature with a profile photo included. When sending an email from CRM, they want CRM to include this rich signature (different per user) at the bottom of the email message. How? So there are a few issues...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  4. Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Templatehttps://joellipman.com/articles/crm/zoho/zoho-books-estimates-quotes-accept-decline-buttons-on-template.html

    button on the estimate (aka Quote) 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...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  5. Zoho Deluge: Using Remove Key on a Map and Copying Record Tagshttps://joellipman.com/articles/crm/zoho/zoho-deluge-using-remove-key-on-a-map.html

    article on. In this case, I had a function querying tags on a contact record which needed to be copied to a deal record. I wanted to copy over the tag but apparently, the ID of the tag is not allowed to be copied over. The official documentation says to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  6. ZohoCRM Client Script: On Change of Dropdown: Subform Rewrite: REST Functionhttps://joellipman.com/articles/crm/zoho/zohocrm-client-script-on-change-of-dropdown-subform-rewrite-rest-function.html

    ZDK.Client.showConfirmation('Changing Invoice Type to '+v_InvoiceType+' will re-write the line item(s).\n\nAre you sure you want to proceed?', 'Proceed', 'Cancel'); // if "Proceed" was clicked if (b_Proceed) { // start Loader...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  7. ZohoCRM / Client Script / Canvas: Hide Tab based on Pipelinehttps://joellipman.com/articles/crm/zoho/zohocrm-client-script-canvas-hide-tab-based-on-pipeline.html

    can see an "Edit" button for this canvas. The edit mode of the canvas will popup in a new tab. Right-click on the tab you want to hide and click on "Add Element ID" (or "Change Element ID" if already set). Call them something easy to remember such as...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  8. Zoho CRM: JS Widget: Generic Script to pass the Record ID to a CRM functionhttps://joellipman.com/articles/crm/zoho/zoho-crm-js-widget-generic-script-to-pass-the-record-id-to-a-crm-function.html

    need to refer to it in future. Why? We have an Accounts module which holds all the companies we deal with in our Zoho CRM. I want our sales team to be able to click on a button off the CRM account record which will call an API returning all the credit...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  9. ZohoCRM & Xero: Function to pull most recent invoiceshttps://joellipman.com/articles/crm/zoho/zohocrm-xero-function-to-pull-most-recent-invoices.html

    to pull some invoices but this one documents a pull and mapping into CRM invoices. Why? This took me a whole afternoon so I wanted a template function I could use in future when I get this request again. The additional benefit of having this template is...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  10. ZohoCRM & Xero: Function to pull most recent quoteshttps://joellipman.com/articles/crm/zoho/zohocrm-xero-function-to-pull-most-recent-quotes.html

    for each m_XeroContact in l_XeroContacts { if(!isNull(m_XeroContact.get("ContactID"))) { // // to check if we want to update the CRM record for the account v_XeroTime = m_XeroContact.get("UpdatedDateUTC"); d_XeroAccountLastUpdated =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  11. ZohoBooks: Broken UK Banking Feedhttps://joellipman.com/articles/crm/zoho/zohobooks-broken-uk-banking-feed.html

    cleared, go to Banking > Connect Bank. In the search box, start typing and if there is a feed, it should appear. You will want the modern Open Banking connection that replaces the old Yodlee and Plaid labels. Follow the prompts to log in securely via...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  12. Setting a rocket theme background to fixedhttps://joellipman.com/articles/cms/joomla/setting-a-rocket-theme-background-to-fixed.html

    this information of the rocket theme forum but I thought I'd put how I resolved this here. The issue is basically that you want the background to stay in its position in the browser while the rest of the elements scroll about. Go to Extensions ->...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
  13. Hide Menu Item from Registered and Special https://joellipman.com/articles/cms/joomla/hide-menu-item-from-registered-and-special.html

    Hide Menu Item from Registered and Special Refer to this link if you want to clean out a front-end admin interface with your website's style. The following is from http://forum.joomla.org/viewtopic.php?f=32&t=252258&start=0 at this date/time. Can't...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
  14. How to make a HTML form post its variables to itselfhttps://joellipman.com/articles/web-development/html/how-to-make-a-html-form-post-its-variables-to-itself.html

    The Issue You have a PHP page which generates a HTML form. When the user submits the form, you want the same PHP page to process the data. Solution I've seen a lot of people write CGI requests but if you left the action attribute blank, this would do...

    • Type: Article
    • Author: Joel Lipman
    • Category: Hypertext Markup Language
    • Language: en-GB
  15. Making a CD copy with only one drivehttps://joellipman.com/articles/microsoft/windows-os/making-a-cd-copy-with-only-one-drive.html

    This is in the case that you have only one optical drive which is a minimum of a CD Writer and you want to make a copy of a CD. Insert original CD in the drive In the CD Drive dialog box, click CANCEL On the desktop, double-click on MY COMPUTER...

    • Type: Article
    • Author: Joel Lipman
    • Category: Windows OS
    • Language: *
  16. Joomla banners not rotatinghttps://joellipman.com/articles/cms/joomla/joomla-banners-not-rotating.html

    What I do is I don't select a client but instead just select a category. Set it to only display 1 banner at a time. If you want other categories to display, consider setting categories as vertical, horizontal and square banners. This means that you can...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: en-GB
  17. On Gui Resize Eventhttps://joellipman.com/articles/automation/autohotkey/on-gui-resize-event.html

    In the end, I found it hidden away in the Autohotkey help file and not under the gui events... The issue here is if you want to do something when a user resizes your program. If you search and search, you'll find that GuiClose responds to when you close...

    • Type: Article
    • Author: Joel Lipman
    • Category: AutoHotkey
    • Language: en-GB
  18. Add "Command prompt from here" to right-click context menuhttps://joellipman.com/articles/microsoft/windows-os/add-command-prompt-from-here-to-right-click-context-menu.html

    tab Scroll down and select (NONE) Folder as file type Click on Advanced Click on New... For the Action type what ever you want the context menu to display, I use Command prompt from here For the Application value type c:\windows\system32\cmd.exe (this...

    • Type: Article
    • Author: Joel Lipman
    • Category: Windows OS
    • Language: *
  19. Invalid arguments passed in router.php on line 325https://joellipman.com/articles/cms/joomla/invalid-arguments-passed-in-routerphp-on-line-325.html

    Thought I'd put this error in here and how I fixed it. Basically because firstly I don't want to have to create an account on someone else's forum just to post my answer and secondly because my solution is a "cowboy fix" rather than the other...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
  20. Comparing two mediawiki siteshttps://joellipman.com/articles/cms/mediawiki/comparing-two-mediawiki-sites.html

    In this particular case, I'm comparing my Live and Dev versions of the same MediaWiki site. I want to add the SQL queries I used to this article but I'm in the middle of carrying out this process and it's due in two hours. Checking both MediaWiki have...

    • Type: Article
    • Author: Joel Lipman
    • Category: MediaWiki
    • Language: en-GB
Results 241 - 260 of 279

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