Assuming contact is required, the following 57 results were found.
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but if one is completed then making the other optional. Why? My use-case is that the mobile or email field on a Zoho CRM contact record is used to authenticate the contact on a Wordpress portal. OTP or 2FA or MFA or OTC is in effect however; so a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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Option] Modify admin ID to NOT use a text editor (ie. "Text-editor=None") If you are going to delete an object (eg. contacts), make a note on its contents or embedded code specific to the template. Copy over Users: Rename the Admin ID in the new v34...
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: en-GB
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AS 'Finish', tt.[RoomId] AS 'Room', sd.[Descrip] AS 'Event Type', sd.[Notes] AS 'Booking Notes', c.[Name] AS 'Contact', c.[Company] AS 'Dept', c.[Phone] AS 'Phone' FROM [CMISdata].[cmisuser].[SLOTDETAILS] sd INNER JOIN [CMISdata].[cmisuser].[TIMETABLE]...
- Type: Article
- Author: Joel Lipman
- Category: SQL Server Reporting Services
- Language: en-GB
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Audience (Internally Centered? / Customer Focused?) Outsources? (Is JoelLipman.Com Project Manager? other 3rd-parties?) Contacts within Client company? Budget (see Rates for Joellipman.com below) Similar looking websites and colour schemes Will the...
- Type: Article
- Author: Joel Lipman
- Category: Web-Development
- Language: *
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the SQL query itself. We have a DEPT column that is an acronym of the departments so for example: SELECT Date, Reservation, Contact, JobTitle, Dept FROM my_imaginary_table WHERE Contact='Joe' Would become SELECT Date, Reservation, Contact, JobTitle,...
- Type: Article
- Author: Joel Lipman
- Category: Excel
- Language: en-GB
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- Type: Article
- Category: Static Items
- Language: *
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to see what can be achieved and how much this can be customized. The task I've set for myself is as follows: Trigger if the contact record has a tickbox called "Extra Confidential" ticked/checked=true Popup a confirmation box to proceed or cancel. Popup...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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*/ // // initialize v_ThisDealID = "0"; v_ThisAccountID = "0"; v_ThisContactID = "0"; v_CountWonOpps = 0; // // add in what sales orders you consider "closed won" l_CompletedSOStatuses = List(); l_CompletedSOStatuses.add("Partially Fulfilled");...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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the resulting URL // // get Grant Token v_EndPoint = "https://accounts.zoho.com/oauth/v2/auth"; v_Scope = "ZohoBooks.contacts.ALL,ZohoBooks.invoices.ALL,ZohoBooks.purchaseorders.ALL"; v_State = "testing"; v_ResponseType = "code"; v_Access = "offline";...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: en-GB
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demonstration, we will assume that each record only has 1 item. void emailMergedReceipts(Partners_Quote l_Quotes) { v_ContactFname = ""; v_ContactSname = ""; v_SubTotal = 0.0; v_TotalVat = 0.0; v_Total = 0.0; v_Total_Tax_Factor = 0.2; for each r_Quote...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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might appear in the last name field in Zoho CRM. Why? We had a customer report the issue that sometimes the full name of a contact was appearing in the last name field and creating a contact called "Firstname Firstname Lastname" (eg. "Joel Joel Lipman"...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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field in Creator. Why? My use case here is that we are creating a Creator app that will show the attachments on a CRM contact record (and be clickable). The complication here is that the user can use the Creator form to add a new attachment that will...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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+ ".pdf"); // // get a greeting name v_EmailTo = r_QuoteDetails.get("Email"); v_ContactName = r_QuoteDetails.get("Contact_Name").get("name"); v_EmailSubject = "Quote " + r_QuoteDetails.get("Subject") + " for " +...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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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 Inventory
- Language: *
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There are other sources on the web which show you how to deduplicate a contact but usually involve entering a customer name or other key to check if there are already records in the system with that key. I can't sit there entering one customer at a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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FROM [SLOTDETAILS] sd INNER JOIN [TIMETABLE] tt ON tt.[SlotId] = sd.[SlotId] and tt.[SetId] = sd.[SetId] INNER JOIN [CONTACT] c ON c.[ContactId] = sd.[Contact] and c.[SetId] = sd.[SetId] INNER JOIN [WEEKMAPNUMERIC] wm ON (wm.[SetId] = tt.[SetId] and...
- Type: Article
- Author: Joel Lipman
- Category: SQL Server Reporting Services
- Language: *
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AS 'Start', tt.[FinishTime] AS 'Finish', sd.[Descrip] AS 'Event Type', sd.[Notes] AS 'Booking Notes', c.[Name] AS 'Contact', CHAR(10)+c.[Owner]+CHAR(10) AS 'Dept', CASE WHEN CHARINDEX('/', c.[Phone]) > 0 THEN REPLACE(REPLACE(c.[Phone], ' ', ''), '/',...
- Type: Article
- Author: Joel Lipman
- Category: Transact-SQL
- Language: en-GB
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application did in the first place... tut tut. How long have you been a developer? And this is new?). Can the developer be contacted? Yes! Questions to ask the developer The original client's brief for the project? (project mandate/charter/initiation...
- Type: Article
- Author: Joel Lipman
- Category: Web-Development
- Language: *
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invoices, you need the key "Invoices" so your JSON request would be something like: { "Invoices": [ { "Type": "ACCREC", "Contact": { "ContactID": "abcdef01-2345-6789-abcd-ef012345678" }, "Reference": "TEST Invoice (DO NOT ACTION) 1", "DueDate":...
- Type: Article
- Author: Joel Lipman
- Category: Xero
- Language: *
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.Com', 'I', 'myself', 'us' or 'we' refers to the owner of the website whose registered office is available to those who contact Joel Lipman .Com. The term 'you' refers to the user or viewer of our website. The use of this website is subject to the...
- Type: Article
- Author: Joel Lipman
- Category: Static Items
- Language: *