Search - Joel Lipman .Com

1. Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Template: / Zoho /; ... 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 ...; Created on 04 November 2024
2. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Sign: / Zoho /; ... Go back to the contact record, and upload the file to the attachment... Some customers say this is unworkable and takes far too long, especially the part of adding the various field placeholders ...; Created on 06 August 2024
3. Zoho Creator: Render to PDF with margins and page numbers: / Zoho /; ... Page of Copyright © My Company Ltd. All Rights Reserved. Additional Notes to Self: Some customers will want a column for VAT/Tax ...; Created on 07 May 2024
4. ZohoCreator: Basic Widget with Zoho Data: / Zoho /; ... config = { appName : "joes_quote_builder", reportName : "All_Customers", id : "123456789012345678" } ZOHO.CREATOR.API.getRecordById(config) ...; Created on 14 March 2024
5. ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Report: / Zoho /; ... to ZohoAnalytics using the API. The use-case here is that a client wants customers to submit ZohoDesk tickets and upload photos of the problematic product to the ticket. They then want an Analytics ...; Created on 05 December 2023
6. Zoho Creator: Find Duplicates by Customer Name for Large Datasets: / Zoho /; ... How? My team of developers actually helped me solve this one as I was slowly dispairing... The Plan Get a list of all unique/distinct Customers Get a list of all Customers Remove the ...; Created on 12 July 2023
7. Zoho: Email Deliverability / SPF / DKIM / DMARC / Toolkit: / Zoho /; What? A quick article on the SPF & DKIM setup to improve email deliverability from a ZohoApp and methods to check. Why? Not sure how I came across it as most of our customers don't use ZohoMail, ...; Created on 04 May 2023
8. ZohoAnalytics: Pivot Campaigns vs Contacts: / Zoho /; What? A very quick article of a quick solution but at least a working example of an ANSI-SQL (ZohoSQL) query pivoting campaign results vs contacts. Why? Simply the client wanted a report on customers ...; Created on 20 March 2023
9. Zoho Analytics: Determine profits from invoices and purchase orders: / Zoho /; ... AS "Profit incl Tax" FROM "Invoices" i LEFT JOIN "Customers" c ON c."Customer ID" = i."Customer ID" LEFT JOIN "Account Managers" absp ON absp."Customer ID" = c."Customer ID" LEFT OUTER JOIN "Invoice Ite ...; Created on 03 November 2022
10. Zoho Books/Inventory: Trigger a workflow when an invoice has been paid: / Zoho /; ... Payment Method, Payment Date, and Last Four Digits. They needed these because sometimes their customers needed to know what card they had paid with (if paid by card). The customer wanted payment method ...; Created on 17 August 2022
11. Zoho Creator: Shopify API Integration Oauth 2.0 - Update 2022 (Search by SKU GraphQL): / Zoho /; ... store with a pre-built description, tags and inventory details. This means the app needs to be able to sync all of its products, customers, and orders with Shopify as a 2-way integration as the Zoho app ...; Created on 14 February 2022
12. Zoho Creator/Deluge: Calculating with Timezone Offset: / Zoho /; ... tell headquarters or the system calendar that the appointment is at 10am. How? So adding a datetime field and calling this one the "Customers Appointment Time" is the wrong first step. Reason being ...; Created on 07 December 2021
13. Zoho Books: Display Sales Order Shipping Address on Package Slip: / Zoho /; ... to change by going to Settings > Preferences > Packing Slip Settings > and Enable "Delivery To": Then change the Shipping Address Format either under "Customers and Vendors" (although this applies ...; Created on 07 October 2021
14. Zoho Deluge: Zoho Bookings Get Available Slots: / Zoho /; ... to allow customers to make a booking based on the configuration and appointments in a ZohoBookings instance. How? The getAvailableSlots function requires as parameters according to documentation ...; Created on 23 June 2021
15. GDPR Privacy Policy: / Static Items /; ... and trade dress may not be used in connection with any product or service that is not MYCOMPANYs, in any manner that is likely to cause confusion among customers, or in any manner that disparages or discredits ...; Created on 14 February 2019
16. Sort an associative array by values in Javascript: / JavaScript /; What? An article on how to quickly adapt an array code and sort by its values. Surprising how many examples are on the web and everyone saying you're doing it wrong... Which is true but quite unhelpful. ...; Created on 29 September 2015
17. Setup a copy of your Joomla website: / Joomla /; ... QA - for clients who need to test enhancements that you've developed. (referred to with the customers as TEST). BACKUP - an exact copy of LIVE (preferably from a daily refresh - and inaccessible to ...; Created on 19 December 2012
18. Joomla field types clear my html: / Joomla /; ... - phew what a mouthful) Joomla! version 1.6.x to 2.5.x; no wonder customers have difficulty following. How? So it's the field on the XML file /models/forms/whatever.xml which needs the filter=raw ...; Created on 09 August 2012
19. SSRS Retrieving Oracle Stored Procedure Success or ErrorLevel: / SQL Server Reporting Services /; ... was successful" or "No sorry you're going to have to go back to the beginning and try that again."... This isn't a solution that sounded good enough for our customers. The Workaround we actually went ...; Created on 04 November 2011
20. T-SQL Record Separator: / Transact-SQL /; ... This is actually part of a SQL query (Transact-SQL) used in an Excel file. Some of our end customers are not even computer literate so the SQL query had to do the bulk of the work. The SQL query we ...; Created on 11 October 2011