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Assuming they is required, the following 135 results were found.

  1. Zoho Creator: Get Images in Report to be Exported to PDFhttp://mail.joellipman.com/articles/crm/zoho/zoho-creator-get-images-in-report-to-be-exported-to-pdf.html

    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 Information Automations in the background, on update of ticket or attachment...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  2. ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Leadhttp://mail.joellipman.com/articles/crm/zoho/zohocrm-follow-up-and-remind-record-owner-to-convert-lead.html

    user (full name of user was given in the brief but removed here for privacy). Finally, we delete any of these tasks when they get transferred to the contact record. Step 1: Workflow on Create and function to create task: Create a workflow that runs on...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  3. Zoho Analytics & Zoho People: Monitor DataSource Sync http://mail.joellipman.com/articles/crm/zoho/zoho-analytics-zoho-people-monitor-datasource-sync.html

    third-party payroll system. If the data is incorrect in Zoho Analytics, and payroll gets run with these discrepancies, then they will have a fair few disgruntled employees who may have been paid incorrectly. As such this system has to be reliable and...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  4. Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Templatehttp://mail.joellipman.com/articles/crm/zoho/zoho-books-estimates-quotes-accept-decline-buttons-on-template.html

    the end customer clicks on either button in their 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...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  5. ZohoCRM to ZohoBooks API: Rounding the cents or pennies when creating an invoicehttp://mail.joellipman.com/articles/crm/zoho/zohocrm-to-zohobooks-api-half-a-cent-or-penny-off-when-creating-an-invoice.html

    methods I tried to resolve this but the truth is that I do not have a clue how ZohoBooks comes up with its rounding figures. They're wrong in any case as they don't match the ZohoCRM... or both are just not matching... either way, your client will...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  6. ZohoCRM Client Script: On Change of Dropdown: Subform Rewrite: REST Functionhttp://mail.joellipman.com/articles/crm/zoho/zohocrm-client-script-on-change-of-dropdown-subform-rewrite-rest-function.html

    // field mapping of quoted items to invoiced items (i console logged out this line item and copied each of the fields hoping they had the same API name in both modules) o_NewLineItem.CUSTOM = o_ThisLineItem.CUSTOM; o_NewLineItem.Config =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  7. PHP Script: Make your own Thumbnail Generator via APIhttp://mail.joellipman.com/articles/crm/zoho/php-script-make-your-own-thumbnail-generator-via-api.html

    thumbnail image and makes it downloadable via URL. Why? Performance. I have a client with about 10k images of products that they want to appear in a dropdown menu of a JavaScript widget. When the user first loads up the webpage containing the widget,...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  8. Zoho Survey: Zoho CRM Webhookhttp://mail.joellipman.com/articles/crm/zoho/zoho-survey-zoho-crm-webhook.html

    if(!isNull(r_CreateAccount.get("id"))) { v_CrmAccountID = r_CreateAccount.get("id"); } } // create this contact as they filled in the survey without us sending it to them m_CreateContact = Map(); m_CreateContact.put("First_Name",...

    • 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

    on the invoice) var o_InvoicedQuote = ZDK.Page.getField('Quote').getValue(); // go down this route if a quote is specified (they were on the quote and clicked on the plus next to 'invoice') if (o_InvoicedQuote != null) { // check on the quote associated...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  10. ZohoBooks: Broken UK Banking Feedhttp://mail.joellipman.com/articles/crm/zoho/zohobooks-broken-uk-banking-feed.html

    ZohoBooks > Banking > Active Accounts > Account > Filter by "Matched Transactions" Bank Issue: Check with client which bank they use, type in the "Search" when connecting a bank on a demo system to see what comes up. If there are multiple options then...

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

    the mouseover and mouseout effects of a button with an image as a background. I couldn't get any of these working and they looked more confusing then anything else. My solution is to set up the default button and the image to respond to the ENTER key...

    • Type: Article
    • Author: Joel Lipman
    • Category: AutoHotkey
    • Language: *
  12. SSRS Expand specific drilldown by defaulthttp://mail.joellipman.com/articles/microsoft/ssrs/ssrs-expand-specific-drilldown-by-default.html

    here as there are lots of posts like this on forums (a lot of which seem to be copied & pasted from other sites) but they refer to SQL Server 2000 or SQL Server 2005. This is how to do it in SQL Server 2008 and creating a report in Business Intelligence...

    • Type: Article
    • Author: Joel Lipman
    • Category: SQL Server Reporting Services
    • Language: en-GB
  13. Code Troubleshooting Checklisthttp://mail.joellipman.com/articles/web-development/code-troubleshooting-checklist.html

    procedures? Confirmed any ACL/permissions on the files? Ensured all global, posted and session variables are present when they should be and behave properly? Broken down the error in understandable and diagnosable parts? Checked appropriate services are...

    • Type: Article
    • Author: Joel Lipman
    • Category: Web-Development
    • Language: *
  14. UNC Paths in Sharepoint 2007 linkshttp://mail.joellipman.com/articles/microsoft/sharepoint/unc-paths-in-sharepoint-2007-links.html

    letter and then link to it (eg. I:\myFile.doc)but what if other users haven't mapped the same drive letter to the path? Then they won't be able to use the link. Why? As soon as someone suggested I setup WebDAV to do this, I thought I'd write this...

    • Type: Article
    • Author: Joel Lipman
    • Category: SharePoint
    • Language: *
  15. MySQL Updating a database table from another tablehttp://mail.joellipman.com/articles/database/mysql/mysql-updating-a-database-table-from-another-table.html

    table using a string comparison. Why? I have several database tables which replicate country names and I would rather they all use the ccTLD two letter code. This article was written because it took me so long to work it out. How? UPDATE...

    • Type: Article
    • Author: Joel Lipman
    • Category: MySQL
    • Language: en-GB
Results 121 - 135 of 135

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