JOEL LIPMAN Systems / Automation / AI

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Practical notes on CRM development, automation, APIs and everyday IT.

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37 results

  1. Zoho Desk

    Zoho Desk: Re-enable Desktop Notifications after clicking on "Not Now"

    ... client of ours had accidentally clicked on "Not Now" instead of clicking on the "Enable". Documented below is how to get this to prompt you again. How? This largely depends on whether you are using the Google Chrome web browser. In this ca ...

  2. Joomla

    Clicking on a weblink returns a 404 error

    If you are in the administration panel and you are editing your weblinks and you come across this error: "404 - An error has occurred. Joomla! was unable to locate the stated resource." Just check that the category the link is in is publish ...

  3. Zoho Books

    Zoho Billing: Workflow does not exist!

    ... function via the workflow logs (required executing it once, then clicking on it in the logs) displayed the following message: Workflow does not exist! Invoices continued to be created successfully in Zoho Billing, but the expected record wa ...

  4. Zoho CRM

    Zoho CRM: Update Opportunity Type as New or Existing Business

    ... "Entry Id" and on the right sidebar expand "CRM Sales Orders" by clicking on it Scroll down and select "Sales Order Id" (this should insert "${Sales_Orders.id}" into the field) Staying within this popup, scroll down on the left (main panel ...

  5. Zoho People

    Zoho People Analytics Regional Configuration

    ... workspace Go to Data Sources Edit the Zoho People data source by clicking on its row Click on “Edit Setup” Select all required tables and fields This workspace acts as the master dataset and should contain the full global Zoho People data. ...

  6. Windows OS

    Apple Magic Trackpad with Windows 11 Intel

    ... ackpad off/on again and wait for it to appear > Connect to it by clicking on it... you will be able to move the cursor but no scrolling/swiping. Install 7-Zip (I'm aware there's a built-in compressor for Windows - but we need the "extract t ...

  1. Zoho CRM

    Zoho CRM: ZDK Client Script: Auto-Select Pipeline based on User Department

    ... ing the "Standard" layout, let's simply create a new pipeline by clicking the button in the top right. For this demo, we ensure there are at least 2 pipelines: "Hire Pipeline", and "Sales Pipeline". Setup: the Client Script Login to ZohoCRM ...

  2. Zoho Deluge

    ZohoDeluge: Check Shipment Status via DHL API

    ... portal website Click on the App you created Note the API Key by clicking on "Show Key" The deluge function So this function will return the word "delivered" or whatever other statuses there are for a package: /* Function: String fn_DHL_Che ...

  3. Zoho CRM

    ZohoCRM: Integrate ChatGPT to ZohoZIA

    ... "Construct Answer by Fetching Data" The question can be asked by clicking the button "Ask ChatGPT" Add the parameter: I'm calling it "banter" of type "String" with a prompt message of "What is your question?" click on "Save" click on "Done" ...

  4. Zoho CRM

    Zoho CRM / Deluge: Send an email with a CRM Quote using a given CRM template

    ... button. Why? Yes you can do this already by going to the record, clicking on the ellipsis or three horizontal dots button in the top right and selecting "Send Mail" then selecting which inventory template to use... This is too many steps fo ...

  5. cPanel

    GoDaddy Apache cPanel: Install SSL Certificate

    ... screenshots: Login to your GoDaddy panel and expand the menu by clicking the caret by your name in the top right corner, then click on "My Products": Scroll down to SSL Certificates and click on the "Manage" button alongside the domain you ...

  6. Ebay

    Zoho Inventory & eBay Picture Services: UploadSiteHostedPictures

    ... he sidebar Click on the Add Application button Select Creator by clicking the Add button below it Link it if applicable to your super admin account Create an app, a form and publish it in Zoho Creator Create an app by clicking on Create App ...

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