Assuming their is required, the following 133 results were found.
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customer had added 3 custom fields: 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 and payment...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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use-case here is a data migration for a client from a legacy CRM to ZohoCRM. They have a lot of files they want attached to their respective records in CRM. This took me a while as our own documentation is scatty and the online forums weren't too...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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GUI. Why? Our use-case is that we have a subform which gets autopopulated with a list of services. The client does not want their operations team adding/deleting rows and instead simply specifying quantity (defaulting to zero) alongside each serviceable...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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and security very seriously, and they have implemented several measures to protect the data and models that are used by their services. When you train a model with OpenAI's services, your data is encrypted and stored in a secure environment, and access...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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Staff[ID != 0]; for each c_Employee in l_ApplicableStaff { info c_Employee.Name; // // reset the stuff they already have in their subform "Usual Shift" c_Employee.Usual_Shift.clear(); // // great now let's build a ZohoCreator subform c_UsualShift =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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Error(s) Encountered items with opening stock cannot be deleted, set the opening stock to zero: Guess who's going to have their opening stock set to zero, save the record, then delete it. Source(s) Stack Overflow - Using the Zoho Inventory API can you...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Inventory
- Language: *
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records containing people's names as duplicates, when actually they are the same entity but may have uppercased a letter in their name while the other entry does not... This article is a start and adaptation of my previous article Convert to Proper Case...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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without using any other apps or software. How? Here's how to use it: Staff member clicks on button File downloads to their workstation Here's what's happening in the background: File is generated FIle is attached to the last record of the source data...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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Off a button / Standalone / Schedule to run daily @ 1am Purpose: Generates the email signature for all active users on their profile into the CRM settings. Inputs: - Outputs: - Scope(s): WorkDrive.team.ALL, WorkDrive.workspace.ALL, WorkDrive.files.ALL,...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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ZohoBooks, and a reminder on how to read a table from ZohoAnalytics. Why? My use-case here is that we have a client who uses their purchase orders and sales orders as part of a logistics solution where items are purchased from a supplier, sent to...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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of a credit application you want to send to your customer, and when they complete it, the PDF version gets attached to their contact record... all from one click of a button: Scenario 1: Credit Application: Template exists in ZohoSign Very quickly,...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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syntax of how to either create or update a record using invokeUrl. Why? Because my designers keep including custom fields in their transactional modules line items (quotes, sales orders, invoices, purchase orders). The only way to update these are by...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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are a common issue during development, especially when we have products imported via a feed or API or simply by staff and their spreadsheets. There is a deduplication feature for leads and contacts but not for products. How? There may be a better way of...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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A follow-on article from my previous article ZohoCRM & Xero: Function to pull most recent invoices - along with their Contacts and Items (accounts/contact & products respectively). Why? This took me so much longer than I thought it would. It was meant...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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my scanners have picked up on and so I'll be posting solutions for those who need to keep Community Builder as their user manager. There are several things I have picked up which I will go into more detail as I test each one (11.11.09):...
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: en-GB
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database values used by each link. Joomla 1.5.x I found the page to edit after going through the Joomla forums for a bit. Their solution only permanently sets the default sort order to WEBLINK TITLE in order from A to Z. The below code with my...
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: *
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be hardcoded. What? Any developer installing my component will do so on a website which uses different login details for their Joomla database. The example below demonstrates how to get these details and extract data from the database. How? Based on a...
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: en-GB
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question I get asked. This refers to an issue within the Joomla CMS (version 2.5.x) where it fails to email users who reset their password. How? A few things to check: Check the email message even exists: Login to your Joomla Admin Panel Navigate to...
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: en-GB
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Why? In Joomla, the XML type of "sql" is extremely limited. The component I'm making has to ensure user's can only see their own projects and not everyone's: SELECT * FROM #__projects ORDER BY name -- yields all projects irrespective of which user is...
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: en-GB
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ensure you have a static IP address (most home broadband users are now assigned these by ISPs so that they can identify their service users). The below also only allows 1 IP address (ie. one location from where an admin user can log in). Create a...
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: en-GB