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  1. Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile)http://mail.joellipman.com/articles/crm/zoho/zoho-crm-using-a-function-for-validation-rules.html

    return m_Output; Click "Save" and Done! Yields: Additional Note(s): If the user's profile is blank, the rule will not apply to them. l_Disallowed = List(); l_Disallowed.add("Joel"); if(l_Disallowed.contains("")) { info "Yay"; } else { info "Nay"; } //...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  2. Zoho CRM & Zoho Inventory: Upload Image to Item Record using Delugehttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-zoho-inventory-upload-image-to-item-record.html

    uses the same database tables as Zoho Inventory, and there's more documentation on the API for Zoho Books, we're going to apply this solution to Zoho Books. How? We're not going to go into detail on how to parse an eBay response here (see my other...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  3. Zoho Analytics: Set Up a Widget Displaying Sales Personhttp://mail.joellipman.com/articles/crm/zoho/zoho-analytics-set-up-widget-displaying-sales-person.html

    ${Sales Person}.LABEL Under Label: Display 'Unknown' as, enter a dash/hyphen to indicate not known. Click on the button Apply Then on the dashboard, if you map your user filter, this will produce a widget similar to the following (ignore my sales person...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  4. Zoho Creator: Disable/Hide the add and delete subform row buttonshttp://mail.joellipman.com/articles/crm/zoho/zoho-creator-disable-hide-the-add-and-delete-subform-row-options.html

    overrides the displayed note of "Add your Note here...") input.CSS_Overrides = v_CssNotes; Additional If you don't want to apply this to the every subform on that form, you will need to brush up a little on your CSS with regard to referring to elements...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  5. ZohoCRM: Get Organization Business Hours using Deluge/APIhttp://mail.joellipman.com/articles/crm/zoho/zohocrm-get-organization-business-hours-via-deluge-api.html

    a time field with a string is a no go. Set it to an atom time or nice SQL date/time (eg. "yyyy-MM-dd HH:mm:ss") and then apply the function .toTime() Source(s) Zoho CRM v3 Organization API Zoho Community Forums - CRM Business Hours through the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  6. ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 charactershttp://mail.joellipman.com/articles/crm/zoho/zohobooks-code-15-ensure-billing-address-has-less-than-100-characters.html

    // // ---------------------- QUOTE SHIPPING CHARGE ---------------------- if(r_QuoteDetails.get("Apply_VAT_to_Shinpping_Charges") && v_ShippingCharges > 0) { m_CreateEstimate.put("shipping_charge_tax_id",m_Taxes.get("20")); } else {...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  7. ZohoCRM / Client Script / Canvas: Hide Tab based on Pipelinehttp://mail.joellipman.com/articles/crm/zoho/zohocrm-client-script-canvas-hide-tab-based-on-pipeline.html

    with a description Set Page to "Detail Page (Canvas)" Set the Module to "Deals" Select your layout and canvas to apply this to Under Event, set the type to "Page Event" and set the Event to "onLoad" Give it the following code: /*...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  8. Zoho CRM: JS Widget: Generic Script to pass the Record ID to a CRM functionhttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-js-widget-generic-script-to-pass-the-record-id-to-a-crm-function.html

    if you do this simply using Zoho Deluge in a button, there are no new lines/carriage returns or styling that you can apply, which pops up as a message box to the sales person; but all on one line and not that readable. Using a JS Widget, we can popup a...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  9. Zoho CRM Client Script: Map Quote to Invoicehttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-client-script-map-quote-to-invoice.html

    This is an article to apply an automation that when creating an invoice in CRM from a related quote, it maps in the fields. Why? The process should be that you go to the CRM quote record and click on "Convert" > then select "Invoice", and it should map...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  10. Add default to a picture buttonhttp://mail.joellipman.com/articles/automation/autohotkey/add-default-to-a-picture-button.html

    Well there's a lot of autohotkey sites saying that you can apply a transparency and then capture special mouse events to emulate the mouseover and mouseout effects of a button with an image as a background. I couldn't get any of these working and they...

    • Type: Article
    • Author: Joel Lipman
    • Category: AutoHotkey
    • Language: *
  11. How to Install AlertPay Payment Method for Virtuemarthttp://mail.joellipman.com/articles/ecommerce/virtuemart/how-to-install-alertpay-payment-method-for-virtuemart.html

    As the instructions to installing a new payment module in Virtuemart for Joomla! I've done this video showing how I apply it to my demo site. {youtube}g8YE26hA-UY{/youtube}

    • Type: Article
    • Author: Joel Lipman
    • Category: Virtuemart
    • Language: en-GB
  12. Border settings not saving in SSRShttp://mail.joellipman.com/articles/microsoft/ssrs/border-settings-not-saving-in-ssrs.html

    found that you have to select a color or expression first, then define which border (top, right, bottom, left) the settings apply to... Mad. 1. Type your expressions/specify color first: 2. Specify which border of the cell this applies to:

    • Type: Article
    • Author: Joel Lipman
    • Category: SQL Server Reporting Services
    • Language: en-GB
  13. SSRS No Delay for First Report of the Dayhttp://mail.joellipman.com/articles/microsoft/ssrs/ssrs-no-delay-for-first-report-of-the-day.html

    out there but this one made a noticeable difference. Applicable to the server, it will affect all reports on that server. Apply to each server that requires it. Let your report server administrators do this: On the server, open the XML file: C:\Program...

    • Type: Article
    • Author: Joel Lipman
    • Category: SQL Server Reporting Services
    • Language: en-GB
Results 41 - 53 of 53

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