Assuming template is required, the following 63 results were found.
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below documents the full process to create a button that will map the values/fields from the record into a CRM Mail Merge template and send it off for signing, then return the Signed document attached to the initial record (where the button was). Why?...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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to my day job... It sounds straight forward because both phpBB3 and RocketTheme talk about how to install the RocketTheme templates... But it's not. I'm rewriting their instructions here so that I can I do this on other websites: Important Note: On...
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: *
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we are going to create a button off the contact record which when the user clicks on it will generate a PDF of the merged template and attach it to the CRM contact record under "Attachments". As a quick outline of the below: Create a connection to...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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be for your case but worked for us. This documents the steps taken to edit/modify the header on a sales order inventory template. Why? A client raised an issue that they had previously hard-coded the address of their organization into the body of a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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This is what I had to do to be able to add another template to the dropdown in the Kunena configuration panel: Download your site from your server to a copy on your local disk (hard disk, flash drive, etc) Make sure that the...
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: *
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A noteworthy article in my opinion on how to send a CRM quote record using a template the customer created from a button. Why? Yes you can do this already by going to the record, clicking on the ellipsis or three horizontal dots button in the top right...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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A very quick article on how to deal with an issue where a CRM template has been used and where the table of line items appears on a separate page (and to remind me of the CSS to fix this). Why? By default / out-of-the-box / vanilla, in a Zoho CRM...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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An article on adding an accept and decline button on the estimate (aka Quote) notification template within ZohoBooks. Why? The use-case is simply that my client wants to make it easier for their customers to accept or decline a quote. Sure there's a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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this preview, type the following in the address bar after your website URL: http://www.yourdomainname.com/index.php?tp=1&template=thetemplatename where yourdomainname.com is your domain address and thetemplatename is the name of the template (without...
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: en-GB
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to: Joomla 2.5.8 Yootheme Template 2012 What? For any web-developer who can program in PHP/HTML, this would be easy to hard-code and override. However, the article below demonstrates how to make this an option that your client can switch off/on using...
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: *
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put one of the styled buttons behind it but then found that there's a lot more to do than just that. Instructions Open the templates/rt_affinity_j15/index.php Look at the last few lines with the original code (below) For this website template: I've...
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: *
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Create a working Joomla Template from your Photoshop PSD design in seconds. {youtube}hf0Fovrm4Lc{/youtube}
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: en-GB
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upwards include this as an option in the global configuration settings which you can access using your Joomla admin panel: Template Manager Options Preview Module Positions -> Disabled or Enabled You will still need to suffix the frontend URL with ?tp=1...
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: *
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This is an article resolving an issue where a template will shrink all the text when in PDF preview. Why? Ok doesn't need a song and dance about it, but I went home yesterday downtrodden by an issue which I'd been working on for most of the day where I...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: en-GB
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for a demo visit http://www.joellipman.com/my_error_page. Applies to Joomla 1.6.x, 1.7.x, 2.5.x How? Backup the file \templates\system\error.php Create a replacement file called error.php including the below code Change the message "The Page you are...
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: en-GB
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What? So I thought I'd write an article to help me resolve the particular issue where the organization details and the header of the product line items table would display on the first page, the product line items would then print on the second page,...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: en-GB
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find it on my site than going through multiple bookmarks. Why? This use-case is for a customer who simply wanted a quote template to be rendered for PDF or print format. I have another article for a different client who wants a pretty advanced HTML...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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babble and I get asked what does this mean in stage 1? And this in stage 2? (There are over 100 stages)... Below is my template project initiation plan (project mandate?) for my freelance website development process. It may look clean, clear, obvious......
- Type: Article
- Author: Joel Lipman
- Category: Web-Development
- Language: *
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can't view a website properly "Can someone have a look at our computers because we recently received the new corporate template for our website and it's not displaying properly on my colleague's computers". [Priority 1] What's a web guru? Well this...
- Type: Article
- Author: Joel Lipman
- Category: Web-Development
- Language: *
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just in case I do, this is an article to explain how I got the shipping address from a sales order in Zoho Books into the template of the Package Slips. Why? It took me a while of playing about with the placeholder reference fields in the template...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *