Search - Joel Lipman .Com

1. Zoho CRM: Manage a subform using Client Script: / Zoho /; 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 ...; Created on 09 December 2022
2. ZohoCRM: ZDK Client Script to retrieve Contact Email: / Zoho /; What? An article on one of my first client scripts for ZohoCRM. This retrieves and populates an email field based on when a contact is selected in a lookup field. Why? I could do a normal automation/workflow ...; Created on 20 July 2022
3. Upload file to Google Drive with PHP/cURL and API REST v3 (without Client Library): / Google /; What? So this is supposed to be a quick article detailing how I used a PHP function to upload a video file to Google Drive. Note that this example does not involve installing the Google Client Library ...; Created on 29 October 2018
4. Submit form as a server and not the client with cURL: / API Miscellaneous /; What? A quick article on how to create a middleware script which accepts the values from a submitted HTML form and sends it to a server on another domain for processing. This applies to Linux Apache ...; Created on 20 February 2015
5. mysqldump: Got error: 2049: Connection using old (pre-4.1.1) authentication protocol refused (client option 'secure_auth' enabled) when trying to connec: / MySQL /; Applies to: MySQL Database v5.0.45 MySQL Workbench v6.0.8.11354 build 833 What? This is a quick article on how to get around the problem of backing up your MySQL database when attempting to ...; Created on 28 July 2014
6. Client Services: Website Development Agreement: / Static Items /; If you have been directed to this page, this is a draft article on a standard development project. The below is just a draft agreement and has to be mutually agreed. As the client, feel free to adjust, ...; Created on 15 November 2013
7. ZohoBooks: Code 15 Ensure Billing Address has less than 100 characters: / Zoho /; ... will fail... Why? I have a function to push a ZohoCRM quote to a ZohoBooks estimate and a client asked that the address on the CRM record 'pulls through'. Sending the address in the same request ...; Created on 18 September 2023
8. Zoho Books: Get Invoice Payment Terms via API: / Zoho /; ... clients set their due dates differently. How? The following snippet of code will query the metadata api in Zoho Books and return a JSON of what the payment terms are. void fn_ReturnCurrentPaymentTerms() { v_BooksOrgID ...; Created on 06 July 2023
9. Zoho Deluge: Determine if Daylight Savings are in effect: / Zoho /; What? If you're lucky enough to build an application for a client based in a country that changes its clocks twice a year, then I'm opening this article without a 100% certain solution as I need to wait ...; Created on 03 July 2023
10. Zoho: Email Deliverability / SPF / DKIM / DMARC / Toolkit: / Zoho /; ... how to troubleshoot issues with this. One important thing to note is that the setup needs to be done by whoever manages the domain for the client. Who owns the domain (eg. mycompany.com) So this ...; Created on 04 May 2023
11. ZohoCRM Webhook: Create ZohoInventory Records from an eBay order: / Zoho /; ... I'm storing this here as a reference and taking the bits that I need for the various clients that request an eBay integration. This is a comprehensive snippet which does the whole lot. How? Using ...; Created on 27 April 2023
12. Zoho Deluge: Get All Orders from eBay: / Zoho /; What? Following on from my article: ZohoCRM: Get All eBay Active Listings, this is how to get all the orders from a client's eBay. Why? Our use-case is a data migration from eBay to a fresh instance ...; Created on 29 March 2023
13. ZohoAnalytics: Pivot Campaigns vs Contacts: / Zoho /; 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 ...; Created on 20 March 2023
14. ZohoCRM: Get All eBay Active Listings: / Zoho /; What? Another one of these articles talking about getting all the active product listings from eBay for a specific client. Why? Our use-case scenario here is that we want to get an inventory ...; Created on 01 March 2023
15. ZohoDeluge: Inserting a new line character in a CSV: / Zoho /; ... given some lists and strings and although the same code worked great on one Zoho CRM, another client's ZohoCRM was not accepting "\n" as a new line character and instead would render/display it as "\n"... ...; Created on 01 March 2023
16. ZohoDeluge: Get All eBay Orders Given a From and Till Date: / Zoho /; ... function too often either for debugging/monitoring purposes but it's easier to use an access token then getting the OAuth access codes from the client. How? I'm going to split this into 2 code snippets ...; Created on 28 February 2023
17. Zoho Creator: Disable/Hide the add and delete subform row buttons: / Zoho /; ... a list of services. The client does not want their operations team adding/deleting rows and instead simply specifying quantity (defaulting to zero) alongside each serviceable item. How? So at time ...; Created on 28 February 2023
18. ZohoRecruit: Create Linking Table for Candidates and Associated Job Openings: / Zoho /; What? This article is just in case it comes up again (has twice now) where a client wants a report on candidates and associated job openings in Zoho Recruit. Why? We're creating a custom module ...; Created on 08 February 2023
19. ZohoCRM: Import Attachments: / Zoho /; ... Our use-case here is a data migration for a client from a legacy CRM to ZohoCRM. They have a lot of files they want attached to their respective records in CRM. This took me a while as our own documentation ...; Created on 16 January 2023
20. Zoho Analytics: Determine profits from invoices and purchase orders: / Zoho /; ... nvitm."Item ID", invitm."Quantity" And lastly we can group by invoices in the month and sum up the profits as well as include the customer name and other invoice references for the client's report: ...; Created on 03 November 2022