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 Survey & Zoho Analytics: Query to generate individual responses and grouped pageshttps://joellipman.com/articles/crm/zoho/zoho-survey-zoho-analytics-query-to-generate-individual-responses-and-grouped-pages.html

25 September 2025 radar chart in a Zoho CRM merge template This is the easy bit... not really... not a clue how I'm going to do this nor if writer will just allow us to embed it... but let's give it a go: The page responses query showing only the last survey attempt per...

• 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 Scope(s): ZohoSign.documents.ALL, ZohoSign.account.ALL, ZohoSign.templates.ALL, ZohoWriter.documentEditor.ALL, ZohoWriter.Merge.ALL, ZohoSign.setup.READ, WorkDrive.workspace.ALL, WorkDrive.files.ALL, ZohoCRM.modules.attachments.all...

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

Making a CD copy with only one drivehttps://joellipman.com/articles/microsoft/windows-os/making-a-cd-copy-with-only-one-drive.html

23 September 2009 This is in the case that you have only one optical drive which is a minimum of a CD Writer and you want to make a copy of a CD. Insert original CD in the drive In the CD Drive dialog box, click CANCEL On the desktop, double-click on MY COMPUTER...

• Type: Article
• Author: Joel Lipman
• Category: Windows OS
• Language: *