Assuming there is required, the following 219 results were found.
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the Stage in Creator (so a user can change the stage in CRM and it would reflect this in the equivalent Creator record). There was also a workflow that ran when the Creator record was updated to update its changes to CRM. It was actually causing a loop...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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m_RelatedList.put("data",l_DataRows); return m_RelatedList; Error(s) Encountered Sorry, there was a problem processing your request.: Your returned XML is invalid Sorry, there is a tag discrepancy in the function. The related list cannot be displayed.:...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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single-line text field Adapt the query for unique values in a lookup field I won't demonstrate how to set up a connector as there is plenty of documentation on the Zoho Official Documentation and even on this website so we'll skip to the COQL query....
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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that pretty to look at: Instead, could they have 10% to display instead of 10.00%, and display 12.5% instead of 12.50%. Well there might be a longer solution without using a regular expression (regex), as in check for the decimal point, check each digit...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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to the API Name of the module you want to search. Method #1: zoho.crm.searchRecords() Contrary to the documentation saying there are only the approved and converted values supported in additional parameters, I find the below works in CRM just fine: As...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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even Zoho themselves without a solution. This took my team the best part of two months to find a solution. How? Disclaimer! There may be many ways of doing this, this is just one way that we used that worked for 90% of the invoices. There are invoices...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
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use so as to create unique records The connection Within any syntax editor of ZohoRecruit (where you type the deluge code), there will be a "Connections" in the top grey bar that you should click on and create a connection with the scopes that you want...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Recruit
- Language: *
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when staff create a deal/opportunity record in CRM, the pipeline is automatically pre-selected based on the user. How? So there's a bit of a pre-amble for setting up the fields, we'll then use a client script to automatically read the user's record,...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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{"Joel Lipman Support Desk "}; v_Subject = "URGENT: Sync Between Zoho People and Zoho Analytics Failed!!!"; v_Message = "Hi there! This is an email to advise that the synchronization between your Zoho People and Zoho Analytics instances failed. The last...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
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m_NewLineItem.put("List_Price",m_LineItem.get("List_Price")); l_NewLineItems.add(m_NewLineItem); } } } // // if there is reason to update it then let's update CRM API v7 style if(l_NewLineItems.size() > 0) { // // build request to send to CRM v7 //...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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to historical records This snippet uses COQL to find me all the deals where the tag is empty but the contact record wasn't. There is an additional/repeat action to add tags; the first attempts to copy over the color on a new tag; the second is if this...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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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 doing this. What...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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Web-based Installation GUI until the process deletes the Installation folder. Avoid installing Sample Data if possible (there will be some but this script has been reworked to potentially accommodate). Download my migration script Decide on which script...
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: *
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there is other documentation out there. I'm basing most of this article on the official Joomla 1.6 documentation: http://docs.joomla.org/Creating_a_profile_plugin and I want to use an example that worked for me. Important: This is for Joomla version...
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: en-GB
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with a Joomla 1.5 as the move from Joomla 1.6 or greater is a lot easier since it uses nested categories like Wordpress. There are lots of commercial migrators out there and they all seem to have this problem. I'm really keen not to ask all my users to...
- Type: Article
- Author: Joel Lipman
- Category: Wordpress
- Language: en-GB
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actionDone actionPrevious IME_ACTION(s) IME_ACTION_DONE // the action key performs a "done" operation, typically meaning there is nothing more to input and the IME will be closed. IME_ACTION_GO // the action key performs a "go" operation to take the...
- Type: Article
- Author: Joel Lipman
- Category: AndroidOS
- Language: *
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what columns you want the form to have (I included the IDs for functional purposes) Further down the "Create View" page, there should be a Sort section, specify the column to sort by. Save the view by clicking the OK button. You'll be returned to your...
- Type: Article
- Author: Joel Lipman
- Category: Infopath
- Language: *
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go. [Time] into "Columns", [Room] into "Rows", and [Status] into "Details". 5. Save and close the report wizard Pretty much there you should have the following 6. Preview the report Ta daa! Ok it needs a lot more work in terms of design but the...
- Type: Article
- Author: Joel Lipman
- Category: SQL Server Reporting Services
- Language: *
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"data retrieval", "processing", "rendering", and then the totals of these. I haven't Googled this at the time of print so there may be a million better solutions out there, this is just how I did it. This may look like a horrible report which would fail...
- Type: Article
- Author: Joel Lipman
- Category: SQL Server Reporting Services
- Language: en-GB
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spreadsheet for it to wrap text and save the file. Hereafter, you will NOT need to do this on each data refresh. Ensure that there is a trailing space after the label and before the carriage return otherwise the column will return as one word (ie. there...
- Type: Article
- Author: Joel Lipman
- Category: SQL Server
- Language: *