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  1. Zoho Creator: Download File from ZohoCRM field type "File Upload" (not attachments)https://joellipman.com/articles/crm/zoho/zoho-creator-download-file-from-zohocrm-field-type-file-upload-not-attachments.html

    0 } ], The most logical thinkers would say that you simply need the download_Url value and prepend the CRM base URL such as https://crm.zoho.com + v_download_Url... But that is incorrect, apparently you have to treat the field of type "File Upload" as...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  2. Zoho Deluge: Post a multi-dimensional or nested array to a 3rd-party APIhttps://joellipman.com/articles/crm/zoho/zoho-deluge-post-a-multi-dimensional-or-nested-array-to-a-3rd-party-api.html

    you might think... Doing the above, I would get a really messy response (I'm targeting an API made with ExpressionEngine) such as: Fatal error: Uncaught Error: Class '\Webservice\Service\Exception' not found in...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  3. Zoho Projects: Add a Time Log to an Issue using Delugehttps://joellipman.com/articles/crm/zoho/zoho-projects-add-a-time-log-to-an-issue-using-deluge.html

    need to have setup a Zoho Oauth Connection with the appropriate authorized scopes and have access to all related systems such as Zoho Projects and the originating app (in this example, Zoho Creator). 1. Setup up Zoho Oauth Connection: Go to connections...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  4. Zoho CRM: Update a custom field in line items / product details using REST API v2.1https://joellipman.com/articles/crm/zoho/zoho-crm-update-a-custom-field-in-line-items-product-details.html

    a quick article documenting how to update custom fields in a line items or product details section of a transactional module such as Quotes, Sales Orders or Invoices using code: Zoho Deluge. Why? At time of print, Zoho had recently introduced the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  5. Windows OS: Alt Codes / Symbols / Special Charactershttps://joellipman.com/articles/microsoft/windows-os/windows-os-alt-codes-symbols-special-characters.html

    encoding will help but there will be times when you have lost the formatting and get weird question mark characters instead such as: . How? Ensure you are using the numbers on your numeric keypad and NOT the numbers at the top of your keyboard for the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Windows OS
    • Language: *
  6. Zoho Creator: Change Radio into Tabshttps://joellipman.com/articles/crm/zoho/zoho-creator-change-radio-into-tabs.html

    If you were to embed the form on to a page, you would be free to use some reserved CSS attributes on the page style rather such as position: absolute. Because I'm doing this inline and via code, Zoho automatically removes these. So instead, I am going...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  7. ZohoCRM: Template: not being able to edit a text boxhttps://joellipman.com/articles/crm/zoho/zohocrm-template-not-being-able-to-edit-a-text-box.html

    icon) Click on the clone icon (just below the pencil icon) Give it a new name, possibly the same name but with a suffix such as "Copy", "Clone" or "2" (or your own company initials just to show the customer who's boss). Now click on the pencil icon of...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  8. Zoho Deluge: a HTML Entity Decoderhttps://joellipman.com/articles/crm/zoho/zoho-deluge-a-html-entity-decoder.html

    these as decoded HTML entities. (Zoho if you're listening) Ideally, Zoho may add this to their zoho.encryption namespace such as zoho.encryption.htmldecode(string). But at time of print, it doesn't exist and in the meantime, I've made a function that...

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

    Authorize it, etc. Create a REST API CRM Function Login to ZohoCRM Go to Setup > Functions > New Function Give it a name and such, I'm doing the following Function Name: fn_eBay_UploadPhoto Display Name: Fn - eBay - Upload Photo Description: What it...

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

    != 0) { r_DealDetails = zoho.crm.getRecordById("Deals",v_DealID,{"converted":"both","approved":"both"}); // // do stuff here such as updating the deal if required m_UpdateDeal = Map(); r_UpdateDeal = zoho.crm.updateRecord("Deals", v_DealID,...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  11. ZohoBooks: Stripe Terminal Integrationhttps://joellipman.com/articles/crm/zoho/zohobooks-stripe-terminal-integration.html

    We've gone the extra step in that we added a custom field that can override the full balance, to allow partial payments such as a deposit or instalment. How? I won't go in to how to create a button in ZohoBooks but you simply add it to the invoice and...

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

    the TXT Value to v=spf1 include:one.zoho.eu ~all If the TXT record already exists for the SPF, then include the TXT value such as v=spf1 mx a ip4:123.245.123.245 include:spf.mycompany.com include:spf.protection.outlook.com include:one.zoho.eu ~all Check...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  13. Zoho Deluge and Wordpress/WooCommerce API: Get All Productshttps://joellipman.com/articles/crm/zoho/zoho-deluge-and-wordpress-woocommerce-api-get-all-products.html

    of ours wants the information entered against products in their WooCommerce to display on their estimates in Zoho Books; such as product image, product name, product description. Granted that in some cases, the design should go in the other direction,...

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

    data rather than responding straight away (less than 1 second requirement) to Shopify with "yes received" response. As such, here's a function which lists the Shopify webhooks it's responsible for and if it finds one missing, it is to restore it. This...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  15. 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: *
  16. Zoho Analytics: Create a Monitoring System with Imageshttps://joellipman.com/articles/crm/zoho/zoho-analytics-create-a-monitoring-system-with-images.html

    bit more foresight (I plan to do a mega query to rule them all which has all the data for my widgets), I have to write it as such: SELECT 'CRM Accounts' AS "DataSource", date(t1."ModifiedTime") AS "Date", t1."RecordID" AS "Record ID", t1."RecordName" AS...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  17. Zoho Workdrive: Getting Team Folder IDhttps://joellipman.com/articles/crm/zoho/zoho-workdrive-getting-team-folder-id.html

    6 - View 5 - Edit 3 - Organize 7 - Upload Error(s) Encountered: When updating members to a workdrive, I was getting errors such as 2945 Invalid JSON 2945 Invalid JSON for each v_RecipientEmail in l_WorkdriveRecipients { m_Header = Map();...

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

    When the end customer clicks on either button in their email (at least in a web-based email client such as outlook or Gmail), they should get something like the following: Your staff will, of course, see the estimate status as accepted or declined in...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  19. Restoring your WYSIWYG editor after upgrading Joomlahttps://joellipman.com/articles/cms/joomla/restoring-your-wysiwyg-editor-after-upgrading-joomla.html

    compatible with some MS Office 2007 styling and fortunately maintains it's previous button layout. The features such as full-screen editing, emoticons, and pasting from MS Word documents make it the best in the market IMO. Joomla FCK Editor You can...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: en-GB
  20. UNC Paths in Sharepoint 2007 linkshttps://joellipman.com/articles/microsoft/sharepoint/unc-paths-in-sharepoint-2007-links.html

    Sharepoint 2007 What? I've been tasked with adding links to files located on some network shares. I want to use UNC paths such as \\myServer\myShare\myFile.doc. I could map the UNC path to a drive letter and then link to it (eg. I:\myFile.doc)but what...

    • Type: Article
    • Author: Joel Lipman
    • Category: SharePoint
    • Language: *
Results 41 - 60 of 65

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