JOEL LIPMAN Systems / Automation / AI

Knowledge base / Since 1999

Zoho Tutorials & Guides

Practical Zoho 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...

Read note 55,437 hits

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Part of Something Bigger

My work sits within a wider delivery team at Ascent Business Solutions, recognised as a leading Zoho Premium Solutions Partner in the United Kingdom. Clients are supported by a team rather than an individual, covering everything from small technical fixes through to full Zoho CRM migrations and complex implementations. The team I manage focuses on API integrations between Zoho and platforms such as Xero, Shopify, WooCommerce and eBay, solving problems that are often undocumented or previously unsuccessful. Outcomes are measured in practical terms, including improved efficiency, scalable systems and clear returns, from helping new ventures grow into six-figure monthly operations to delivering rapid gains through streamlined payments and automated, data-driven processes.

27 Years in IT
1021 CRM clients
810 Site articles
29.8m+ Reads / hits

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