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 is an article to document how to use Zoho Deluge to download a file that was uploaded into a Zoho Creator form and then to attach it to a Sales Order in Zoho Books. Why? Because it took me so long to find out how to do this even after reading the...

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

Zoho CRM & Zoho Writer: Button to Merge Template, Send, and Attachhttps://joellipman.com/articles/crm/zoho/zoho-crm-zoho-writer-button-to-merge-template,-send,-and-attach.html

21 October 2021 An article to save time where a customer wants to click a button to generate a merged document in Writer and attach it to the CRM record. Why? Our use-case is that we have a client who has to go to the CRM record, click on Mail Merge, which opens...

• 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 values/fields from the record into a CRM Mail Merge template and send it off for signing, then return the Signed document attached to the initial record (where the button was). Why? If anyone has the envious task of sending a document out for signing by...

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

ZohoCRM: Import Attachmentshttps://joellipman.com/articles/crm/zoho/zohocrm-import-attachments.html

16 January 2023 Why? Our use-case here is a data migration for a client from a legacy CRM to ZohoCRM. They have a lot of files they want attached to their respective records in CRM. This took me a while as our own documentation is scatty and the online forums weren't...

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

ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM recordhttps://joellipman.com/articles/crm/zoho/zohoflow-zohosign-retrieve-a-zoho-sign-document-request-and-add-attachments-to-crm-record.html

17 October 2022 relevant Deal record in CRM. Why? A client wants that when this field is entered and the document signed and returned, it attached the signed document to the Deal record. How? The following is the process from registering the app to call on the full API...

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

Zoho Books: Generate Bank Text File for Downloadhttps://joellipman.com/articles/crm/zoho/zoho-books-generate-bank-text-file-for-download.html

02 October 2023 clicks on button File downloads to their workstation Here's what's happening in the background: File is generated FIle is attached to the last record of the source data File identifying number is returned from being attached File is opened in a new...

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

MessageBox or AlertDialog in Android Javahttps://joellipman.com/articles/google/androidos/messagebox-or-alertdialog-in-android-java.html

20 October 2014 dialog. For my purposes I have used an XML as the layout. How? This displays a standard Ok/cancel message popup which you attach to some event import android.app.AlertDialog; import android.content.DialogInterface; new AlertDialog.Builder(this)...

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

Zoho Inventory & eBay Picture Services: UploadSiteHostedPictureshttps://joellipman.com/articles/crm/zoho/zoho-inventory-ebay-picture-services-uploadsitehostedpictures.html

31 March 2022 will be fine. Source(s) Joel's tired and inefficient brain The non-existent and plethora of forums not explaining how to attach a binary image to eBay eBay Developers Program - eBay Trading API v1247 - UploadSiteHostedPictures JoelLipman.Com - Zoho...

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