Zoho Books: Generate Bank Text File for Downloadhttps://joellipman.com/articles/crm/zoho/zoho-books-generate-bank-text-file-for-download.html

02 October 2023 This is an article to document how we created a button off a Bill record in ZohoBooks which generates a text file to be sent to a bank and downloads it to the staff member's workstation. Why? Why is this a challenge? The file contains bank details and...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho Projects: Add a Time Log to an Issue using Delugehttps://joellipman.com/articles/crm/zoho/zoho-projects-add-a-time-log-to-an-issue-using-deluge.html

30 April 2021 v_EndTime = ifnull(input.End_Time.toTime(),zoho.currenttime.addHour(1)); v_Billable = if(input.Billing == "Paid", "Billable", "Non Billable"); v_WorkNotes = ifnull(input.Work_Notes,""); v_TaskOrIssue = if(input.Type == "Task", "tasks", "bugs"); // //...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Checklist for the local computer repairshttps://joellipman.com/hardware/checklist-for-the-local-computer-repairs.html

28 April 2011 relieved when I was able to “work my magic” and save their business/thesis/whatever.″ Rates: Charge nominal fee £20 /hour I bill in 20 minute increments If I have to visit, I add 30 After hours, holidays and emergencies, added 20/hour Add 20 for restore...

• Type: Article
• Author: Joel Lipman
• Category: IT Support
• Language: *

T-SQL Conversion failed when converting the varchar to data type inthttps://joellipman.com/articles/database/t-sql/t-sql-conversion-failed-when-converting-the-varchar-to-data-type-int.html

14 May 2013 ID Name EmpType CodeType 1 Joe Manager 0011 2 John Tape-Monkey 8475 3 Fred Director 7749 4 Bill Manager 0011 5 Another Tape-Monkey 8475 6 Joe Tape-Monkey 8475 Table: DMExtractReferenceTable ------------------------------ ID MapIn MapOut 1 0011 71 2 8475...

• Type: Article
• Author: Joel Lipman
• Category: Transact-SQL
• Language: en-GB

Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile)https://joellipman.com/articles/crm/zoho/zoho-crm-using-a-function-for-validation-rules.html

11 February 2022 to "New Lead". Automations and workflows could however (run as Administrators). Mapping a dependency field didn't fit the bill because we want "Lead Status" to be displayed to the first-line agents. Making this field read-only to first-line agents also...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho Books/Inventory: Trigger a workflow when an invoice has been paidhttps://joellipman.com/articles/crm/zoho/zoho-books-inventory-trigger-a-workflow-when-an-invoice-has-been-paid.html

17 August 2022 they occurred and in relation to what invoice. Source(s): Zoho Community - Zoho Books - Workflow Rule: trigger when a bill is paid, payment advice

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho CRM / Deluge: Send an email with a CRM Quote using a given CRM templatehttps://joellipman.com/articles/crm/zoho/zoho-crm-send-an-email-with-a-crm-quote-using-a-given-crm-template.html

18 August 2022 Invoice [Alt]: https://books.zoho.com/api/v3/invoices/?accept=pdf&organization_id= Bill: https://books.zoho.com/api/v3/bills/?accept=pdf&organization_id= Caveat(s): The "From" email address can only be the admin or the logged-in user (user who clicks on...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *