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. 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
8. 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
9. 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
10. 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
11. 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
12. 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
13. 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
14. 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
15. 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
16. ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM record: / Zoho /; ... on the ZohoSign document and searches for the relevant Deal record in CRM. Why? A client wants that when this field is entered and the document signed and returned, it attached the signed document ...; Created on 17 October 2022
17. Zoho Books/Inventory: Trigger a workflow when an invoice has been paid: / Zoho /; ... this function sendmail [ from :zoho.adminuserid to :"This email address is being protected from spambots. You need JavaScript enabled to view it." subject :"Client Test: ZB: Payment Received for Invoice " + v_InvoiceRef message :"Workflow was executed and function ran: ...; Created on 17 August 2022
18. Zoho Desk: Re-enable Desktop Notifications after clicking on "Not Now: / Zoho /; ... again. A client of ours had accidentally clicked on "Not Now" instead of clicking on the "Enable". Documented below is how to get this to prompt you again. How? This largely depends on whether ...; Created on 20 July 2022
19. Zoho Inventory: Mark a package slip as delivered and shipped: / Zoho /; ... for future use. The use-case is the client has their own delivery drivers and want them to mark a sales order & package as shipped and delivered. How? Here's a code snippet that works for me. It ...; Created on 14 July 2022
20. Amazon Kindle: Send PDFs to your Kindle: / Kindle /; ... ID with the PDF file attached to it. Also, you can send multiple PDF files at the same time, as it is with any email client. You can also use ‘Convert’ as the subject and send it to Kindle. The file ...; Created on 29 June 2022