Assuming name is required, and value is required, the following 122 results were found.
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What? A quick article with snippets of code to hide and show certain 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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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Applies to: Microsoft Windows 7 Professional What? Looking at ways of displaying different drives per user on a single computer. This one is by modifying the system registry, so if you aren't familiar with the system registry in MS Windows, you may need...
- Type: Article
- Author: Joel Lipman
- Category: Windows OS
- Language: *
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What? 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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho People
- Language: *
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What? An article on something that has taken me several days to get working: Get Zoho Books or Zoho Inventory that when an invoice is marked as paid, update 2 custom fields with the Payment Method, and the Payment Date. Why? This was requested by a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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What? This is an article with a snippet of code demonstrating how to manage a subform using a Zoho CRM Client Script. Why? A client wanted an automation on-the-fly that when selecting a specific value in a field, a row would be added to a subform...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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Why? A friend asked me if there was a quick way to simply right-click on a folder in Windows Explorer and it would generate a text file with the contents of the directory he right-clicked. What? We can do this by adding an entry to the context menu...
- Type: Article
- Author: Joel Lipman
- Category: Windows OS
- Language: *
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What? Took us a while to find this and perhaps others would have a quicker way but here's the instructions on getting the records from the performance module in Zoho People API. Why? Cos it took us a while. The online forums seem to go back over a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho People
- Language: *
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What? Following on from the article: Zoho Cliq: Integrate OpenAI and ChatGPT 3.5 Turbo. This is the next step as we get it to look at data within ZohoCRM. Why? Because it is a serious improvement upon ZohoZIA and we get a lot of requests around...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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What? A very quick article of a quick solution but at least a working example of an ANSI-SQL (ZohoSQL) query pivoting campaign results vs contacts. Why? Simply the client wanted a report on customers on each row and then the campaigns as columns. What...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
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What? A quick article to display a value in a column in a widget in Zoho Analytics. Why? Because I keep forgetting how to do it. How? I've done this for a query that amalgamated all the deals against a deal owner and needed to repeat this for all the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
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Applies to Joomla CMS v2.5.14 What? This article is a note on how I fixed an issue on a client site. The website had a redirect on the login which would go to a page accessible by "registered" users but only "Super Users" could actually login....
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: en-GB
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Well I tried and I spent a few hours searching the net for a solution which displays the hours in the top columns, and undefined number of rooms in the rows. No all I was looking for was a calendar showing 1 day with the hours on the top. Working hours...
- Type: Article
- Author: Joel Lipman
- Category: SQL Server Reporting Services
- Language: *
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What? A quick article on some code added to a button in ZohoBooks off the invoice module to initiate your Stripe terminal to take a payment. Why? Just to make it easy on the staff at a counter or on the phone. They bring up the invoie in ZohoBooks,...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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The situation is that we are replacing a website-application with a single SQL Server Reporting Services (SSRS 2008 R2) report. We're using Business Intelligence Development Studio (BIDS VS2008) with Team Foundation Server (TFS VS2010) and connecting to...
- Type: Article
- Author: Joel Lipman
- Category: SQL Server Reporting Services
- Language: en-GB
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What? A quick reminder on when I want to apply overall Tax or remove Tax from a quotes product line items. Why? I would apply the standard update function and although the response would say it modified the record, the tax wouldn't apply both visually...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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What? A very quick article to remind me how to send a text message using Twilio API in Zoho Deluge. Why? The use-case here is that we want local sense dialing where specific numbers are used both for outbound and inbound but local to the customer and we...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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What? A sorta quick article to note how I can generate refresh tokens and access tokens using Zoho Deluge code (so within Zoho Creator, CRM or Books) without XML calls. Why? I find myself using this more and more now that API v1 is on the way out and...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: en-GB
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What? This is a quick bit of code for my reference so that I don't have to keep finding a function that gives me the syntax of how to either create or update a record using invokeUrl. Why? Because my designers keep including custom fields in their...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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What? This is an article to remind me how to calculate various times for an appointment booking system based on the timezones of each party. Why? The use-case scenario is that our Creator server uses the US datacenter but has it's server timezone set to...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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What? There's documentation out there but as this took me a couple of days to simply install a JS widget hosted by Zoho and pass the record ID via a button to it, I'm adding it here in case I need to refer to it in future. Why? We have an Accounts...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *