Assuming staff is required, the following 46 results were found.
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Microsoft's SQL Server Reporting Services as a replacement for website applications. We only did it because we have more staff trained in SSRS than in bespoke third-party software and the ability to support/develop outweighed the cons.
- Type: Article
- Author: Joel Lipman
- Category: SQL Server Reporting Services
- Language: en-GB
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boat. The Situation We have an Excel report which summarizes for our guys at the top, all the activities and time spent by staff. There are several filters available on the report (only a few to keep it simple silly). When you click on the filter, a...
- Type: Article
- Author: Joel Lipman
- Category: Excel
- Language: en-GB
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authorised personnel could refresh the data on the Excel spreadsheet and they would then save as PDF and send to appropriate staff. Other Issues I usually felt that CHAR(13) goes hand in hand with CHAR(10) and although it displayed and printed properly,...
- Type: Article
- Author: Joel Lipman
- Category: Excel
- Language: en-GB
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interface as per an agreed template. Back-end administration interface for managing the website (GUI based for non-technical staff. Web-based for remote working.) JoelLipman.Com will create 2 development sites ("play" sites) which the project manager...
- Type: Article
- Author: Joel Lipman
- Category: Static Items
- Language: *
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social network pages in one page. Why? There are 3rd-party apps that let you do this, some paid, some not. This was for a staff portal so I wanted this at no extra cost. This is read-only so actual editing of the feed would be done on the respective...
- Type: Article
- Author: Joel Lipman
- Category: Web-Development
- Language: *
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then on save/submit, auto approve/reject the application based on a custom function that could calculate the percentage of staff who already booked the requested dates as leave. [Warning: red herring ahead] For this process, we setup connections...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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about half-way, the rest we guessed on our own: Our use case, is that we are developing a Zoho Creator app that will help staff log time and then push the creator record to Zoho Projects. How? For the following example, you will need to have setup a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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then to click a button which copies it to the remaining working days. How? So I have a form with 6 subforms which list staff/employee shifts from Monday to Saturday. The form I have looks something like the following: and displays as something like...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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10 minutes before m_ScheduleCall.put("Reminder","10 mins"); // not sure if this does anything. hopefully notifies the staff user m_ScheduleCall.put("send_notification",true); r_ScheduleCall = zoho.crm.createRecord("Calls", m_ScheduleCall); info...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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This is too many steps for some. Instead, we've been asked to create a button that sits on the view page of a record and the staff simply click on and it does all the aforementioned. How? The difficult part here was to figure out how to convert the CRM...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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for any numbers of weeks thereafter). This needs to be dynamic as it is a schedule run daily checking the availability of a staff member for the upcoming week. How? As mentioned, using leftpad takes 2 parameters, the first is the string to start with,...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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in ZohoBooks off the invoice module to initiate your Stripe terminal to take a payment. Why? Just to make it easy on the staff at a counter or on the phone. They bring up the invoie in ZohoBooks, click on the button, and the Stripe terminal will ask for...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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pipeline on deal creation within CRM based on the department specified on a user's profile. Why? A client asked that 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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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= ""; // // the generic signature for all users with merge fields enclosed with square tags: v_RecodedSignature = " [AB-StaffName] [AB-JobTitle] [AB-MobilePhone] [AB-Email] www.joellipman.com " + v_Icon_TwitterHTML + " " + v_Icon_LinkedInHTML + " " +...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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to upload to a Zoho Desk support ticket as an attachment. The ticket will appear in a Quality Control report in Zoho Creator Staff can access the report via Zoho Creator and export it to PDF. They can then send the PDF to the supplier. Technical...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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I use before this to generate the invoice, also updates an invoice, I wanted to keep the action of sending separate so that staff can control that without the worry of updating an invoice and re-sending it.
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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!= null) { v_Email = c_Quote.Email; } v_QuoteDate = c_Quote.Modified_Time.toString("dd-MMM-yyyy"); c_AddedBy = Staff[Zoho_Creator_User == zoho.loginuser]; if(c_AddedBy.count() > 0) { v_AddedBy = c_AddedBy.Name; } break; } } %> /* page sizing */ @page {...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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has been added which is a lookup to the Sales Order module. This means that on a purchase order, and per line item, the staff can specify which Sales Order the item relates to. How? At time of print, adding the lookup to the line item will automatically...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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email (at least in a web-based email client such as outlook or Gmail), they should get something like the following: Your staff will, of course, see the estimate status as accepted or declined in ZohoBooks.
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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duplicates 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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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