JOEL LIPMAN Systems / Automation / AI

Knowledge base / Since 1999

Customer Relationship Management Systems Tutorials & Guides

Practical Customer Relationship Management Systems tutorials, troubleshooting notes and implementation guides from real projects.

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Zoho People: Reject an Application for Leave in Deluge based on Criteria
Zoho People

Zoho People: Reject an Application for Leave in Deluge based on Criteria

This article documents how to stop an employee from applying for leave when already 80% of their team have already booked the same date off. My brief was: Check the department this employee belongs to Search for employees of the same department (team members) who have booked the same days off (ie count holiday clashes)...

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Zoho Creator: Button on Report for Merging Multiple Selected Records
Zoho Creator

Zoho Creator: Button on Report for Merging Multiple Selected Records

The aim of this article is to document how you can display a Creator report to the user, that they can select (tickbox) multiple records in that report, and then have a button that loops through all the selected (ticked) records. The example below documents a report of Quotes where we want to merge all the product line...

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