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  1. Zoho Creator: Receive eBay Order Notifications via Webhookhttps://joellipman.com/articles/crm/zoho/zoho-creator-receive-ebay-order-notifications-via-webhook.html

    I've called mine "eBay Webhook Payloads" Add a Single-Line field called "Event Type" Add a Multi-line field called "Payload" Click Done Make a note of the name of this form (the form link name, eg. "eBay_Webhook_Payloads") Setup a CRM function to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  2. Amazon Kindle: Send PDFs to your Kindlehttps://joellipman.com/amazon/kindle/amazon-kindle-send-pdfs-to-your-kindle.html

    account, all of which are shown under the Content Other options shown include Devices, Preferences, and Privacy Settings. Click on the Devices heading to show the Device Summary Under Device Summary, you will be shown a host of information related to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Kindle
    • Language: *
  3. Zoho Analytics: Set Up a Widget Displaying Sales Personhttps://joellipman.com/articles/crm/zoho/zoho-analytics-set-up-widget-displaying-sales-person.html

    of the columns containing the sale person name. Something like the following: With these kind of columns available to you: Click on Widget in the top right Under "Data Column", select any field in your table/query which is not the one to display Under...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  4. 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

    editor of ZohoRecruit (where you type the deluge code), there will be a "Connections" in the top grey bar that you should click on and create a connection with the scopes that you want (I select nearly all of them), and I'm going to call this one...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  5. Zoho Cliq: Integrate OpenAI and ChatGPT 3.5 Turbohttps://joellipman.com/articles/crm/zoho/zoho-cliq-integrate-openai-and-chatgpt-3-5-turbo.html

    and it will forward the query and respond with the response from the OpenAI API. Setup a Zoho Cliq bot Login to ZohoCliq Click on your profile picture Select "Bots & Tools" Click on "Create Bot" (or "Edit Handlers" on an existing bot) Fill in the...

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

    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, which may sound trivial, was the response when an end...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  7. ZohoDeluge: eBay marketplace account deletion/closure notificationshttps://joellipman.com/articles/crm/zoho/zohodeluge-ebay-marketplace-account-deletion-closure-notifications.html

    account: https://developer.ebay.com/signin. Navigate to the Application Keys page: https://developer.ebay.com/my/keys Click the Notifications link next to your App ID to open the Alerts and Notifications page: https://developer.ebay.com/my/push Select...

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

    to bottom where you 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...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  9. Zoho CRM Client Script: Map Quote to Invoicehttps://joellipman.com/articles/crm/zoho/zoho-crm-client-script-map-quote-to-invoice.html

    in CRM from a related quote, it maps in the fields. Why? The process should be that you go to the CRM quote record and click on "Convert" > then select "Invoice", and it should map the fields over. Great! But what if someone skips the process, in other...

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

    Feed management options can be hidden for standard admins. Check the current feed. Go to Banking > Selet the active account (click into it) and click the gear icon in the top right of this page (not the one next to your profile as that's global settings...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  11. Does Google Chrome Frame really improve performancehttps://joellipman.com/articles/google/does-google-chrome-frame-really-improve-performance.html

    Joomla v1.5.x Administrators: Login to the backend admin panel Go to Extensions > Template Manager Select the template and click on 'Edit' Click on 'Edit HTML' Look for the beginning tag Insert the code above just after the tag Click on 'Save' and...

    • Type: Article
    • Author: Joel Lipman
    • Category: Google
    • Language: en-GB
  12. Frontpage Item Orderinghttps://joellipman.com/articles/cms/joomla/frontpage-item-ordering.html

    take effect. To set them, do this in your Joomla! Admin Panel (back-end). Choose Menu > Main Menu from the pulldown menus. Click on the Home item's name (or whatever item happens to be your default frontpage item, can't be an article). Click on the menu...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
  13. Zoho CRM: Client Script Confirmation Box and Popup Mailerhttps://joellipman.com/articles/crm/zoho/zoho-crm-client-script-prompt-and-popup-mailer.html

    and go to the Setup page (cog icon in the top right next to the profile image) Under "Developer Hub" go to "Client Script" Click on "New Script" button (the blue one - not the "Add Script" grey one) Give the client script a name, I'm calling mine "Extra...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  14. View your available module positionshttps://joellipman.com/articles/cms/joomla/view-your-available-module-positions.html

    in to the backend of your website (into the Joomla Admin Panel) Go to Extensions > Template Manager > select your template Click on the big Preview button in the top right Click on the link 'Show in New Window' Bookmark the web address of the new window...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
  15. K2 Items disappearhttps://joellipman.com/articles/cms/joomla/k2-items-disappear.html

    SQL command . Note: you need to be able to run SQL commands against your database. My client had phpMyAdmin installed so I click on "jos_k2_items" table and then click on the "SQL" tab Type the following query: REPAIR TABLE jos_k2_items Note that I say...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
  16. Alternate row background colour in Reporting Serviceshttps://joellipman.com/articles/microsoft/ssrs/alternate-row-background-colour-in-reporting-services.html

    mashup. You need to go to "Fill" (of each text box in the row - unless there's a faster way) and instead of color, click on the expression button (fx) and use the following: =IIF(RowNumber(Nothing) Mod 2, "#ffffff", "#eeeeee") or =IIF(RowNumber(Nothing)...

    • Type: Article
    • Author: Joel Lipman
    • Category: SQL Server Reporting Services
    • Language: *
  17. Joes Quicklist Weblinks (JQW)https://joellipman.com/component/content/article/joes-quicklist-weblinks-jqw.html?catid=40

    manager. Go to "Content" > "Media Manager" > Create a folder for your thumbnails. Go to "Extensions" > "Module Manager" > Click on module to publish/customize it. Specify the images folder as the one you created in step 2. Switch "STOP Thumbnail...

    • Type: Article
    • Author: Joel Lipman
    • Category: Product Documentation
    • Language: *
  18. Sort order a dropdown list in MS InfoPath without programminghttps://joellipman.com/articles/microsoft/infopath/sort-order-a-dropdown-list-in-ms-infopath-without-programming.html

    solutions that seemed a bit over the top for something that should be so simple. Hey presto, I found a cheat/workaround: Click on the list to see your datasheet (has a MS Access icon in the top left to remind you what you're getting yourself into) Go to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Infopath
    • Language: *
  19. SSRS Retrieving Oracle Stored Procedure Success or ErrorLevelhttps://joellipman.com/articles/microsoft/ssrs/ssrs-retrieving-oracle-stored-procedure-success-or-errorlevel.html

    the parameters of the first report (the one with all the main details), as well as a job reference (for audit purposes) and click "View Report". The report will refresh with a link to a confirmation report which the user clicks and confirms that this is...

    • Type: Article
    • Author: Joel Lipman
    • Category: SQL Server Reporting Services
    • Language: en-GB
  20. Performance Report - Background colors based on dataset valueshttps://joellipman.com/articles/microsoft/ssrs/green-red-background-colors-based-on-dataset-values.html

    than a Tablix: Insert a "Matrix" into the body of your report. Drag "ReportName" into the field that says "Columns". Right-click on the grey left margin and select "Insert Row" then "Outside Group - Below". Delete the row with the left parenthesis Click...

    • Type: Article
    • Author: Joel Lipman
    • Category: SQL Server Reporting Services
    • Language: en-GB
Results 61 - 80 of 156

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