Search - Joel Lipman .Com

1. Personal Home Page: / Category /; Created on 05 March 2020
2. Zoho Books: Error 7008: There are no contact persons associated with this Invoice: / Zoho /; ... was a primary contact on the customer record. This is from within ZohoCreator, requesting for an invoice in ZohoBooks to be sent. How? So the key here is that there were no contact persons on ...; Created on 07 March 2024
3. Zoho Analytics: Set Up a Widget Displaying Sales Person: / Zoho /; ... deals against a deal owner and needed to repeat this for all the invoices against a sales person. It adds to the effect on loading the page that a widget has clearly defined values based on the filters ...; Created on 24 October 2022
4. Zoho CRM & Zoho Books: Get SalesPersons: / Zoho /; What? An article so that I don't spend so long in trying to find sales persons in Zoho Books. Why? My use case is that I want to create a Sales Order in ZohoBooks based on one in ZohoCRM and wanted ...; Created on 30 August 2021
5. Convert Decimal (Person Days) to Time in Excel: / Excel /; ... tasks down the first column, and time spent in the form of person days in the cross-join. Why? Currently the smallest bookable time by low-level tape monkeys and techies is 30 minutes (Managers ...; Created on 13 February 2013
6. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Sign: / Zoho /; ... e complete the following Credit Application Form or forward to the person within your company responsible for completing this."); m_Actions.put("recipient_phonenumber",""); m_Actions.put("recipient_countrycode",""); m_Actions.put("verify_recipient",false); m_Actions.put("recipient_name",v_RecipientFullName); m_Actions.put("recipient_email",v_RecipientEmail); l_Actions.add(m_Actions); ...; Created on 06 August 2024
7. Zoho Analytics: Create a Monitoring System with Images: / Zoho /; ... t text set to "CRM Account Data": I then click on the "image" sub tab and change the "Image Position" so that the image is under the text (personal preference here and completely optional): ...; Created on 25 July 2024
8. ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Lead: / Zoho /; What? 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 ...; Created on 14 May 2024
9. Zoho Creator: Render to PDF with margins and page numbers: / Zoho /; What? There are already articles out there that document this but I use this more and more and would rather just find it on my site than going through multiple bookmarks. Why? This use-case is ...; Created on 07 May 2024
10. ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRM: / Zoho /; ... for the code to replace these with the user's personal details (eg. name, job title, etc). /* ******************************************************************************* Function: String ...; Created on 05 December 2023
11. Zoho Books: System Values Maps: / Zoho /; ... Map fn_GetSystemValues() Trigger: Snippet to be used at beginning of code to get dynamic maps of system values Purpose: Taxes, Currencies, Payment Terms, Sales Persons, and Nominal Accounts Inputs: ...; Created on 07 November 2023
12. ZohoCRM Webhook: Create ZohoInventory Records from an eBay order: / Zoho /; What? 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? ...; Created on 27 April 2023
13. ZohoAnalytics: Pivot Campaigns vs Contacts: / Zoho /; ... Pivot" cp ON cp."Contact Id"=c."Id" Caveat(s) You may have noted a few caveats with this solution: This query needs each campaign name specified to see the results per contact person. You can ...; Created on 20 March 2023
14. ZohoBooks: Stripe Terminal Integration: / Zoho /; ... "In Person - Card"); m_CreatePayment.put("amount",v_AmountReceived / 100); m_CreatePayment.put("date",zoho.currentdate.toString("yyyy-MM-dd")); // l_Invoices = List(); m_ThisInvoice = Map(); m_ThisInvoice.put("invoice_id",v_ZB_InvoiceID.toString()); m_ThisInvoice.put("amount_applied",v_AmountRecei ...; Created on 16 March 2023
15. ZohoCRM: Integrate ChatGPT to ZohoZIA: / Zoho /; ... in a secure environment, and access to the data is restricted to authorized personnel only. OpenAI also has strict policies and procedures in place to prevent unauthorized access, disclosure, or modificatio ...; Created on 06 March 2023
16. Joel's Reference to MidJourney v4 Prompt: / Graphic Design /; ... personality, consistent style::3 deformed, simple, undeveloped concept, generic personality, inconsistent style::-2 landscape: ::5 Realistic Landscape Painting::4 brushstrokes, expressive, textured, ...; Created on 11 February 2023
17. ZohoCRM: Import Attachments: / Zoho /; ... into the penultimate step of the migration where you watch another but different progress animation which is possibly all your data being mapped, associated, and imported... I personally had to refres ...; Created on 16 January 2023
18. Zoho Analytics: Determine profits from invoices and purchase orders: / Zoho /; ... of each item purchased; including shipping and tax. The second is to associate these to the invoiced items and work out the profit. The third is to group by the sales person, date, and customer so as ...; Created on 03 November 2022
19. Amazon Kindle: Send PDFs to your Kindle: / Kindle /; ... have got your own personal email address (any email address from which you are going to send the files to your Kindle device) approved. Unless this is done, Kindle won’t download the files. Here are the ...; Created on 29 June 2022
20. PC Build 2022: 5 Monitors connected to 1 PC using 1 GPU: / Articles /; ... Graphics Card, more RAM, more fans, more... What I had: .jl-table-article td, .jl-table-article th .jl-table-article th Personal Home PCWork-from-Home PC CaseAntec Fusion Black 430 Dell ...; Created on 12 March 2022