Assuming team is required, the following 37 results were found.
-
This is an article to document how to get your team folder ID, retrieve information about it, and upload to it via the API. Why? The documentation is there but making sense of it, is somewhat difficult, at least for me. How? So when I was trying this, I...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Workdrive
- Language: *
-
This article documents how to stop an employee from applying for leave when already 80% of their team have already booked the same date off. My brief was: Check the department this employee belongs to Search for employees of the same department (team...
- Type: Article
- Author: Joel Lipman
- Category: Zoho People
- Language: *
-
2 from the Account module to the Quote module, then on convert, to map these to the Sales Order in CRM. As my client's sales team would only create sales orders in CRM and don't use the invoice module (that's for their finance team using ZohoBooks), we...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
left, there will be a link saying "Manage Fields" Add a picklist field type called "Department" with the options "Hire Team", and "Sales Team". Save and Close Setup: Specify Pipeline Options Login to ZohoCRM as a system administrator > Go to Setup >...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
- Type: Category
- Language: en-GB
-
for remote working.) JoelLipman.Com will create 2 development sites ("play" sites) which the project manager and his/her team can use to experiment and test. Once the production website is finalised, the following need to be agreed: Parallel running...
- Type: Article
- Author: Joel Lipman
- Category: Static Items
- Language: *
-
The Joomla! article will support whatever content based on however your Joomla! website is configured. My day job uses Team Foundation Server, Agile/Jira and even a bespoke project management system I wrote; so the brief for this component had to...
- Type: Article
- Author: Joel Lipman
- Category: Product Documentation
- Language: *
-
unique/distinct because the IDs of each quote record are different. Having spoken to Zoho and raised with the Zoho Deluge team... Well, they realised they would get the same results, and then suggested looping through all records and creating a distinct...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
a publicly-accessible link/URL for use in your email signatures. Inputs: Loginuser Outputs: Email Scope(s): WorkDrive.team.ALL, WorkDrive.workspace.ALL, WorkDrive.files.ALL, WorkDrive.organization.READ, WorkDrive.teamfolders.ALL, WorkDrive.links.ALL,...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
a matching label. Which can be a major part of your charts if this is a normal part of your database. In my example, the team members could have changed and that a person doing most of the jobs suddenly left or moved to another team. To exclude the rest...
- Type: Article
- Author: Joel Lipman
- Category: SQL Server Reporting Services
- Language: en-GB
-
I installed Business Intelligence Development Studio 2008 (BIDS) and connected it to a Team Foundation Server 2010 (TFS) instance and set my working local folder to my home directory. When the rest of my colleagues installed it however, they decided to...
- Type: Article
- Author: Joel Lipman
- Category: Team Foundation Server
- Language: *
-
Surface Hub Accounts ms-settings:surfacehub-accounts Session cleanup ms-settings:surfacehub-sessioncleanup Team Conferencing ms-settings:surfacehub-calling Team device management ms-settings:surfacehub-devicemanagenent Welcome screen...
- Type: Article
- Author: Joel Lipman
- Category: Windows OS
- Language: *
-
time gets stored in... Resources...the one with the codes and resource names... Users...the one with users names... Teams...another lookup table for just the name value... The one query to rule them all SELECT CONCAT(s.LogID, ' ') AS ActivityID,...
- Type: Article
- Author: Joel Lipman
- Category: MySQL
- Language: en-GB
-
v3 (www.opensource.org/licenses/GPL-3.0). FREE / Gratis Did I not mention this already? Support Not amazing when my support team consists of me, myself and I. Saying this I'm in discussion with commercial solutions that still haven't answered some of my...
- Type: Article
- Author: Joel Lipman
- Category: Product Documentation
- Language: *
-
I am working with a Visual Studio 2008 IDE (Business Intelligence Development Studio - BIDS) along with Microsoft's Team Foundation Server (TFS). Sometimes I'll check out an item from TFS and before I get to update it, my connection will drop and my...
- Type: Article
- Author: Joel Lipman
- Category: Product Documentation
- Language: *
-
on the owner of a record. Why? A client had added a custom lookup field to the users settings called "Division" (similar to team name) and wanted any Opportunity record to have a field showing the user's Division. This would help in reporting later down...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
they don't need their sales or CRM users to think about tax and probably manage it in Zoho Books leaving it to their finance team. This is a quick run-through for a standard setup to include UK tax/vat. How? Here's a quick step-by-step to follow: Login...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
so you could run them once, store them as a map on your function if you don't want to use up these 2 every time your sales team push a CRM Sales Order to Zoho Books. Or leave as 2 calls at the beginning of your function in case they add a currency or...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
-
orders, products, customers, and some reports; the other things like discounts, fulfillments will all be done by the sales team via Shopify. So I select the following: (see: Shopify API Access scopes for more info on each):...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
-
v_EmailMessage = "Hi " + v_ContactName + ", Please find attached your quote. Kind Regards, The Team"; // sendmail [ from :zoho.loginuserid to :v_EmailTo subject :v_EmailSubject message :v_EmailMessage Attachments :file:f_FileRequest ]; } else {...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *