Zoho CRM & Zoho Writer: Button to Merge Template, Send, and Attachhttps://joellipman.com/articles/crm/zoho/zoho-crm-zoho-writer-button-to-merge-template,-send,-and-attach.html

21 October 2021 An article to save time where a customer wants to click a button to generate a merged document in Writer and attach it to the CRM record. Why? Our use-case is that we have a client who has to go to the CRM record, click on Mail Merge, which opens...

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

Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Signhttps://joellipman.com/articles/crm/zoho/zoho-crm-zoho-sign-send-crm-merged-template-for-zoho-sign.html

06 August 2024 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...

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

Merge the content of two similar tables in MySQLhttps://joellipman.com/articles/database/mysql/merge-the-content-of-two-similar-tables-in-mysql.html

11 January 2011 In standard SQL we can combine the contents of two tables with a CROSS JOIN, (BTW these are not instructions to create some table I'll never use again unlike the rest of the solutions I found on the web). In MySQL, I only know how to do this with a...

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

ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRMhttps://joellipman.com/articles/crm/zoho/zohocrm-zohowriter-generate-rich-email-signatures-in-crm.html

05 December 2023 Details in ZohoCRM. Upload and get publicly-accessible image URL to/from ZohoWriter. Loop through active users in ZohoCRM. Merge the HTML email signature with the fields evaluated. Function: fn_Workdrive_HostImage I add this function to the CRM and use...

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

Zoho Creator: Button on Report for Merging Multiple Selected Recordshttps://joellipman.com/articles/crm/zoho/zoho-creator-button-on-report-for-merging-multiple-selected-records.html

06 December 2020 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 items of each quote into one single quote. Why? I've written this article because I keep forgetting...

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

Excel: convert degrees minutes seconds to decimalhttps://joellipman.com/articles/microsoft/excel/excel-convert-degrees-minutes-seconds-to-decimal.html

06 November 2014 you are searching on it, eg: FIND(""",B1) // will NOT work! FIND("""",B1) // will work FIND("″",B1) // will work You could merge all the statements into one but for simplicity's sake I'm putting each step here: In column C put the formula: =MID(B1, 1,...

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

Zoho Creator: Render to PDF with margins and page numbershttps://joellipman.com/articles/crm/zoho/zoho-creator-render-to-pdf-with-margins-and-page-numbers.html

07 May 2024 a different client who wants a pretty advanced HTML template (well it's a HTML table with rowspans and the borders need to merge cells). But here we're simply going to use ZohoCreator and its PDF rendering options. What's wrong with just using CSS? It...

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