Assuming custom is required, the following 77 results were found.
-
mentioned earlier: first-line agents can't select a specific option in the Lead Status picklist: Login to ZohoCRM > Setup > Customization > Modules and Fields > Leads Select "Validation Rules" and cick on "New Validation Rule" Choose the layout, this...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
This is an article describing a custom function built into Zoho Flow that will accept as parameter the document_id and request_id. It then retrieves the Deal Reference (entered by an office signee) on the ZohoSign document and searches for the relevant...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
is to associate these to the invoiced items and work out the profit. The third is to group by the sales person, date, and customer so as to generate meaningful reports. The first dataset should be just the profit per item based on what was purchased....
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
of code used in the client script which will manage a subform. The module we are applying this client script to is a custom module called "Deployments". The field which triggers it is called "Which_rate_card_is_this_based_off". The expected outcome is...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
an article documenting how to remove the block on changes to a system field in ZohoCRM. Why? Our use-case today is that a customer wanted to map the Postal Code or Zip from a Lead record to an opportunity (or Deal) record. If you are using custom...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
Having this example for future use might save me some time. The following is the early version of a JS widget used for a customer and before I added all the layers of complexity, I want to have here an example that demonstrates a basic search on a table...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
will be added to the client's Zoho People instance which will check the datasource metadata via the Analytics API. Add a custom scheduler in Zoho People Login to ZohoPeople as a system administrator Click on the cog icon in the top right to go to the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
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 Notes,...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
a while. The online forums seem to go back over a decade and the documentation seems to have gaps; or simply modules are so custom/bespoke the documentation has started to genericize. My client has seen the Goals or Objectives report under "Organization...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
The Brief: We would like the survey data to be generated as a chart and embedded in a PDF brochure we send out to our customers... How? Well fulfilling the brief (whether it's the right tool for the job is a different issue), let us synchronize Zoho...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
m_TranslateStatuses.put("SUBMITTED","Pending Approval"); m_TranslateStatuses.put("AUTHORISED","Sent to Customer"); m_TranslateStatuses.put("PAID","Paid in Full"); m_TranslateStatuses.put("DELETED","Cancelled");...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
Statuses m_TranslateStatuses = Map(); m_TranslateStatuses.put("DRAFT","Draft"); m_TranslateStatuses.put("SENT","Sent to Customer"); m_TranslateStatuses.put("DECLINED","Cancelled / Rejected"); m_TranslateStatuses.put("ACCEPTED","Approved by Customer");...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
on your image size, so no need to manually create rounded corners on your images, RokStories will do the rest. The custom features are also available in the standalone version. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Donec sit amet...
- Type: Article
- Author: Webmaster
- Category: Joomla
- Language: *
-
Really not work related but if you know your sharepoint site: Custom Error http:///_layouts/MySite.aspx?Error=You%20are%20a%20jerk%20and%20SharePoint%20does%20not%20share%20with%20jerks. Installer? http:///userdisp.aspx=ID=1 Paying attention to the URL...
- Type: Article
- Author: Joel Lipman
- Category: SharePoint
- Language: *
-
in using your Google APIs developer's account (FREE). Copy the JavaScript they give you (eg....) and paste this into a custom HTML module in your Joomla site. Add the meta tag they give you to your index.php file (under template folder in effect or...
- Type: Article
- Author: Joel Lipman
- Category: Google
- Language: en-GB
-
was always going to be a convoluted formula just to convert it into minutes and then format the resulting value into a custom format of [h]:mm:ss -- Aim / Objective: ColumnA ColumnB ColumnC ---------- ---------- ----------- Task 1 0.14 1:00:00 Task 2...
- Type: Article
- Author: Joel Lipman
- Category: Excel
- Language: en-GB
-
This article is so that I don't spend so long in googling what the TxScript referenced assembly is when creating an SSIS custom component. How? This is simply the "Script Component" under "Extensions". No MSDN website said this... obvious to Microsoft...
- Type: Article
- Author: Joel Lipman
- Category: SQL Server Integration Services
- Language: en-GB
Donate & Support
bc1qf6elrdxc968h0k673l2djc9wrpazhqtxw8qqp4
0xb038962F3809b425D661EF5D22294Cf45E02FebF