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  1. Autohotkey - Chrome Profiles in Alphabetical Orderhttp://mail.joellipman.com/articles/automation/autohotkey/autohotkey-chrome-profiles-in-alphabetical-order.html

    Profile", "Joes Work Profile", etc) Create subroutine for when listview row is double-clicked to open Chrome Browser with selected Profile. #NoEnv #Warn SendMode Input SetWorkingDir %A_ScriptDir% #SingleInstance force ;...

    • Type: Article
    • Author: Joel Lipman
    • Category: AutoHotkey
    • Language: en-GB
  2. ZohoCRM: Process all records of a modulehttp://mail.joellipman.com/articles/crm/zoho/zohocrm-process-all-records-of-a-module.html

    through and update each iterated record. (see sample code below). Go to the list view in CRM and filter by "Processed" is "Selected", check after each run of the function that the number has incremented. Once all records are done, return to the Module...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  3. Zoho Deluge: Today, Tomorrow, Day After but Skip Sundayhttp://mail.joellipman.com/articles/crm/zoho/zoho-deluge-today,-tomorrow,-day-after-but-skip-sunday.html

    PDT 2022,Thu Jul 28 00:00:00 PDT 2022,Fri Jul 29 00:00:00 PDT 2022 But if I were to maintain the idea above and skip a selected day, I would write something like the following: // // initialize list to hold valid appointment dates l_AppointmentDates =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  4. Zoho Creator/Deluge: UnPredictable exception, Invalid statement foundhttp://mail.joellipman.com/articles/crm/zoho/zoho-creator-deluge-unpredictable-exception,-invalid-statement-found.html

    == "Subform2") { // store the second subform into a collection c_SubformRows = r_Record.mySubform2; } // loop through the selected subform rows of this record for each r_SubformRow in c_SubformRows { v_StartTime = r_SubformRow.Start_Time; } } // yields...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  5. 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

    Zoho CRM that I hadn't used much but definitely worth an article. The ability to block field picklist options from being selected based on the profile of a user. Why? There were several alternatives we considered beforehand which still didn't fit the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  6. Zoho Books/Inventory: Trigger a workflow when an invoice has been paidhttp://mail.joellipman.com/articles/crm/zoho/zoho-books-inventory-trigger-a-workflow-when-an-invoice-has-been-paid.html

    working for you without this issue. By changing the workflow to execute not "When any field is upddated" but "When any selected field is updated" and then selecting the fields "Status", "Balance", and "Notes". (not sure which one fixed it but I now add...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  7. Zoho Creator: Populate a Multi-Lookuphttp://mail.joellipman.com/articles/crm/zoho/zoho-creator-populate-a-multi-lookup.html

    it similar to a picklist/dropdown where you simply add an option to the picklist and then specify which of the options are selected. In this case, simply giving it the IDs should work... but it doesn't. Assuming my multi-lookup field is called "Zoho...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  8. Zoho CRM: Manage a subform using Client Scripthttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-manage-a-subform-using-client-script.html

    v_DealRate4 = 525; b_ShowAlertMessage = false; } // show advisory if (b_ShowAlertMessage) { ZDK.Client.showAlert("You have selected a rate without any preset values. Rates will be taken from the Opportunity record. If these are blank then enter the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  9. ZohoCRM: Integrate ChatGPT to ZohoZIAhttp://mail.joellipman.com/articles/crm/zoho/zohocrm-integrate-chatgpt-to-zohozia.html

    calling mine "ChatGPT CRM" Untick "Use Credentials of Login User" Under Scopes, click on the Search icon and type "CRM": I selected "ZohoCRM.coql.READ, ZohoCRM.modules.ALL, ZohoCRM.org.READ, ZohoCRM.settings.READ, and ZohoCRM.users.READ" Click on...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  10. ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Reporthttp://mail.joellipman.com/articles/crm/zoho/zohodesk-zohoanalytics-display-ticket-attachments-in-analytics-report.html

    in the left sidebar Add Data Sources > Select Zoho Desk Do "Next" and select the Zoho Desk Portal Ensure that "Tickets" is selected (I'd tick most of the fields this contains) Create a data table in ZohoAnalytics to hold the attachments Create an Excel...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  11. Zoho Analytics: Create a Monitoring System with Imageshttp://mail.joellipman.com/articles/crm/zoho/zoho-analytics-create-a-monitoring-system-with-images.html

    By" the image column, here labeled "Status Image": Then on the 2nd tab, I'm going to filter by my dataSource, which I've selected here to be my "CRM Accounts": Click on the 3rd tab "Settings" and the preview should automatically display the image...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  12. 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

    tabs on a deal record based on the pipeline. Why? A request from a customer asked if a tab specific to the pipeline selected can be shown while others hidden. Standard tabs such as Notes, Attachments, Emails, and Timeline should remain. Code will be...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  13. SSRS Templates in BIDS 2008http://mail.joellipman.com/articles/microsoft/ssrs/ssrs-templates-in-bids-2008.html

    the copy (suffix with template?) Remove objects unique to the report and leave elements for all reports. File > Save selected item as... For SSRS 2008: Save in the folder: "C:\Program Files\Microsoft Visual Studio...

    • Type: Article
    • Author: Joel Lipman
    • Category: SQL Server Reporting Services
    • Language: en-GB
  14. Reminder on SSRS row separatorhttp://mail.joellipman.com/articles/microsoft/ssrs/reminder-on-ssrs-row-seperator.html

    is still there. Right-click on the grey header of the tablix row again (left-most grey part) Select "Insert Row" and I selected "Outside Group - Below". Done.

    • Type: Article
    • Author: Joel Lipman
    • Category: SQL Server Reporting Services
    • Language: en-GB
Results 21 - 34 of 34

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