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Practical solutions and technical notes from CRM platforms, workflow automation, APIs, databases and the systems around them.
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A frustrated article about an issue that took me a fair few hours to resolve. So I'm putting it here as I thought I covered this previously but couldn't find it on my website. This was previously titled something along the lines of truncating to 2 decimals but finance is so much more complicated.
An article for me or for whoever dares to upgrade their Joomla CMS from version 3 to version 5. Disclaimer: I'm used to doing this without any third-party extensions. I strongly recommend you do a backup beforehand of the database and of all your files
Source: http://www.internetbestsecrets.com/2019/09/google-calendar-event-images.html art: painting, art workshop, sketching workshop, drawing workshop badminton: badminton baseball: baseball basketball: basketball bbq: bbq, barbecue, barbeque beer: beer, beers, Oktoberfest, October Fest, Octoberfest billiard: billiard...
An article on adding an accept and decline button on the estimate (aka Quote) notification template within ZohoBooks.
An article on creating a color picker from a specific palette using an input field of a radio type.
A really quick article on a pretty cool requirement, making 2 fields mandatory but if one is completed then making the other optional.
I think I have a similar article on this website but the article 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).
This is an article to remind me how I did this for a customer and images help visualize the health of the system.
An article to ensure I never spend this long on such a request again. The brief is: "Follow up when a lead is created and not converted within 1 day send an email and notification to sales person everyday for 3 days then escalate to a specified user".
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This site exists as a practical knowledge base built from real-world experience across systems, platforms, and technologies since 1999. Much of the content documents solutions, edge cases, and working patterns that were learned through investigation where documentation was incomplete or absent, and is shared to reduce the same friction for others.
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