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Assuming create is required, the following 207 results were found.

  1. 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

    needed to be able to query this via API and the "Associate" table or whatever it is, was not visible in API... How? So we created a custom module called "Candidates x JobOpenings" (with alternative API name as "CustomModule6"). Just to add to the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  2. ZohoCRM: Integrate ChatGPT to ZohoZIAhttps://joellipman.com/articles/crm/zoho/zohocrm-integrate-chatgpt-to-zohozia.html

    m_Params.put("messages",l_Messages); // // https://platform.openai.com/docs/api-reference/chat/create m_Params.put("temperature",0.8); m_Params.put("n",1); m_Params.put("max_tokens",256); m_Params.put("presence_penalty",0);...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  3. Zoho Inventory & eBay Picture Services: UploadSiteHostedPictureshttps://joellipman.com/articles/crm/zoho/zoho-inventory-ebay-picture-services-uploadsitehostedpictures.html

    in eBay's listings don't get parsed into custom fields in Zoho Inventory... and the list goes on. So in my job, we tend to create a few custom functions which will download any item from eBay to Zoho Inventory and vice-versa. Easy to make the function...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  4. Zoho Analytics: Create a Monitoring System with Imageshttps://joellipman.com/articles/crm/zoho/zoho-analytics-create-a-monitoring-system-with-images.html

    the images to be hosted by Zoho Analytics So first steps are login to Zoho Analytics and go into the workspace you want to create the monitoring system. Preferably use the workspace that has the data to check. For demo purposes, I'm going into the CRM...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  5. Zoho Creator: Create a Widget which uses JavaScripthttps://joellipman.com/articles/crm/zoho/zoho-creator-create-a-widget-which-uses-javascript.html

    This is an article documenting how to create a Zoho Creator Widget which includes the Bootstrap and jQuery frameworks as well as other JavaScript functionality. Why? Quite simply that at time of print (2020-10-24), Zoho Creator does not allow you to use...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  6. ZohoCRM Webhook: Create ZohoInventory Records from an eBay orderhttps://joellipman.com/articles/crm/zoho/zohocrm-webhook-create-zohoinventory-records-from-an-ebay-order.html

    This is a not-so-quick article that queries an eBay order and creates the relevant ZohoInventory item, contact, sales order, package slip, shipment order, invoice, payment records... Why? I'm storing this here as a reference and taking the bits that I...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  7. ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Reporthttps://joellipman.com/articles/crm/zoho/zohodesk-zohoanalytics-display-ticket-attachments-in-analytics-report.html

    to ZohoAnalytics using the integration. Other tables will sync but we couldn't find attachments, so our solution here is to create a data table and then to push the attachment from ZohoDesk to ZohoAnalytics using the API. The use-case here is that a...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  8. Zoho CRM: Mapping a Multi-User or Multi-Lookup field using Delugehttps://joellipman.com/articles/crm/zoho/zoho-crm-mapping-a-multi-user-or-multi-lookup-field-using-deluge.html

    and custom modules). Quick way to determine the API name of the linking module: Go to setup > Developer Space > functions. Create a standalone function called "Test". Type in line 1: r_Record = zoho.crm.getRecords then press Enter (DO NOT START TYPING...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  9. Zoho Creator: Receive JSON via a Shopify Webhookhttps://joellipman.com/articles/crm/zoho/zoho-creator-receive-json-via-a-shopify-webhook.html

    This is an article to document how to receive a JSON response from a webhook created in Shopify. See my article: Zoho Deluge: Push Item to Shopify API if you want information on setting up an integration from Zoho Creator to Shopify API. Why? In this...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  10. 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

    I think I have a similar article on this website but the article below documents the full process to create a button that will map the values/fields from the record into a CRM Mail Merge template and send it off for signing, then return the Signed...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  11. Zoho Creator: Receive eBay Notification and Create Shopify Orderhttps://joellipman.com/articles/crm/zoho/zoho-creator-receive-ebay-notification-and-create-shopify-order.html

    This is an article documenting how to parse the notification from eBay and using it to create an order in Shopify. Why? Previously, we would receive an eBay notification and create an order record in Zoho Creator. We did the same for when Shopify would...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  12. Migrate Joomla! 1.5.x to 2.5.x+https://joellipman.com/articles/cms/joomla/migrating-from-joomla-15-to-16.html

    for Joomla 1.5 are in your new Joomla site (as "Super Users"). Check that the system administrator for the new Joomla site (created on installation) is still a "Super User" (e-mail address, receives sys emails) and note their ID (identifier number). See...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
  13. 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

    the function and getting it to understand basic mapping and attachments. How? As per our use-case above, we are going to create a button off the contact record which when the user clicks on it will generate a PDF of the merged template and attach it to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  14. ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Leadhttps://joellipman.com/articles/crm/zoho/zohocrm-follow-up-and-remind-record-owner-to-convert-lead.html

    An article to ensure I never spend this long on such a request again. The brief is: "Follow up when a lead is created and not converted within 1 day send an email and notification to sales person everyday for 3 days then escalate to a specified user"....

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  15. Project Plan for Freelance Websitehttps://joellipman.com/articles/web-development/project-plan-for-freelance-website.html

    files. Add domain folder to the server. Setup FTP Accounts (just one username/password). Setup automated backup system. Create test space with same access details. Database Setup For JoelLipman.Com to do: Backup original database if exists already...

    • Type: Article
    • Author: Joel Lipman
    • Category: Web-Development
    • Language: *
  16. AutoHotkey - MS Windows 10 - Open Apps on Multiple Monitors and Desktopshttps://joellipman.com/articles/automation/autohotkey/autohotkey-ms-windows-10-open-apps-on-multiple-monitors-and-desktops.html

    Open a run command and type: shell:appsfolder This will open your applications in explorer (much like MacOS). You can then create shortcuts from these and more importantly see the command to open them. Note that the MS Windows 10 Mail shortcut will be...

    • Type: Article
    • Author: Joel Lipman
    • Category: AutoHotkey
    • Language: en-GB
  17. Zoho Creator: Button on Report for Merging Multiple Selected Recordshttps://joellipman.com/articles/crm/zoho/zoho-creator-button-on-report-for-merging-multiple-selected-records.html

    you may find other ways but this is one that works for me. How? So here's an overview and then we'll go into more detail: Create a function that accepts a form of records Create a workflow that understands the function parameters Create a function Why...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  18. Zoho Creator: Copy Subform to other Subformshttps://joellipman.com/articles/crm/zoho/zoho-creator-copy-subform-to-other-subforms.html

    Monday to Saturday. The form I have looks something like the following: and displays as something like this: The code I create a workflow that when the decision box "Copy Monday to the Other Days" is clicked it runs the following deluge script: // only...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  19. Zoho Webhooks & Shopify API: Keep Disappearinghttps://joellipman.com/articles/crm/zoho/zoho-webhooks-shopify-api-automatically-restore.html

    the following code won't be able to check and restore them. The Code Snippets: The Shopify Order Update notification First create a CRM function called Shopify - Webhook - Order Notification. It's a standalone function but you'll need to hover the mouse...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  20. Create Read-Only Database User in SQL Serverhttps://joellipman.com/articles/database/create-read-only-database-user-in-sql-server.html

    The following describes how to setup a database user with read-only access to the AdventureWorks database. Using SQL Server Management Studio 2008: Connect to your database server. Expand Security > Logins. Right-click on the user who will be set as...

    • Type: Article
    • Author: Joel Lipman
    • Category: Databases
    • Language: *
Results 1 - 20 of 207

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