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Assuming lookup is required, the following 29 results were found.

  1. ZohoCRM Webhook: Create ZohoInventory Records from an eBay orderhttps://www.joellipman.com/articles/crm/zoho/zoho-inventory/zohocrm-webhook-create-zohoinventory-records-from-an-ebay-order.html

    as cancelled, then void the sales order, void the invoice, delete the package and shipment. - Added chart of accounts lookup to set purchase account for an item: now ticks purchase information and track inventory. - Issue on create that shipment is not...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Inventory
    • Language: *

  2. ZohoCRM Client Script: On Change of Dropdown: Subform Rewrite: REST Functionhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-client-script-on-change-of-dropdown-subform-rewrite-rest-function.html

    be sourced from the quote that was converted to the invoice. For this to work, we've mapped a field on the invoice (not a lookup but a text field) which when a quote gets converted to an invoice, will map over the quote ID to the field "Converted From...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *

  3. ZohoCRM & Xero: Function to pull most recent invoiceshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-xero-function-to-pull-most-recent-invoices.html

    } } } // // couldn't find it so let's create it m_CrmProduct = Map(); // // some companies don't use the product lookup in Xero so you would need a placeholder product from CRM. if(!isNull(m_XeroLineItem.get("Item"))) { v_CrmProductName =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *

  4. ZohoCRM & Xero: Function to pull most recent quoteshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-xero-function-to-pull-most-recent-quotes.html

    } } // // build up creation or updation of product m_CrmProduct = Map(); // // some companies don't use the product lookup in Xero so you would need a placeholder product from CRM. if(!isNull(m_XeroLineItem.get("Item"))) { v_CrmProductName =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *

  5. Could not instantiate mail functionhttps://www.joellipman.com/articles/cms/joomla/could-not-instantiate-mail-function.html

    8) Ensure your hostname does not contain any upper case letters. 9) Make sure that your main server IP has a reverse lookup on it.

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *

  6. MySQL parameters in Excel 2007 PivotTableshttps://www.joellipman.com/articles/else/database/mysql/mysql-parameters-in-excel-2007-pivottables.html

    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, t.TeamName AS Team,...

    • Type: Article
    • Author: Joel Lipman
    • Category: MySQL
    • Language: en-GB

  7. Stop Excel Row Height Self-Adjust on Refreshhttps://www.joellipman.com/component/content/article/stop-excel-row-height-self-adjust-on-refresh.html?catid=110&Itemid=165

    I have a Microsoft Excel 2007 file that connects to a SQL Server 2008 R2 database. The Excel file pulls data using lookup tables and displays the data in an Excel Spreadsheet. The Problem We can select all cells and set row height to be 30 for example,...

    • Type: Article
    • Author: Joel Lipman
    • Category: Excel
    • Language: en-GB

  8. Zoho People Analytics Regional Configurationhttps://www.joellipman.com/articles/crm/zoho/zoho-people/zoho-people-analytics-regional-configuration.html

    Home page Select the Dashboards tab In practice, dashboards should be built using SQL-query driven datasets so that: Lookup values are displayed instead of internal IDs Region-based filtering can be applied at the dashboard level Dashboards are...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho People
    • Language: *

  9. Zoho CRM: Update Opportunity Type as New or Existing Businesshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-update-opportunity-type-as-new-or-existing-business.html

    on the right sidebar expand "CRM Accounts" by clicking on it Click on "Has Won a Deal" (this should insert "${Sales_Orders.lookup.Account_Name.Has_Won_a_Deal}" into the field) Click on "Done" Associate the action Save the workflow You should have...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
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