JOEL LIPMAN Systems / Automation / AI

Knowledge base / Since 1999

Zoho Tutorials & Guides

Practical Zoho tutorials, troubleshooting notes and implementation guides from real projects.

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Zoho Deluge: Proper Case for Names
Zoho Deluge

Zoho Deluge: Proper Case for Names

This is an open article without any completion in mind; to set the proper case of a name, as in capitalize the first letter, lower case the rest but then with exceptions.

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Zoho Creator: Find Duplicates by Customer Name for Large Datasets
Zoho Creator

Zoho Creator: Find Duplicates by Customer Name for Large Datasets

There are other sources on the web which show you how to deduplicate a contact but usually involve entering a customer name or other key to check if there are already records in the system with that key. I can't sit there entering one customer at a time. Even a loop would hit a statement execution limit.

Read note 30,992 hits

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Part of Something Bigger

My work sits within a wider delivery team at Ascent Business Solutions, recognised as a leading Zoho Premium Solutions Partner in the United Kingdom. Clients are supported by a team rather than an individual, covering everything from small technical fixes through to full Zoho CRM migrations and complex implementations. The team I manage focuses on API integrations between Zoho and platforms such as Xero, Shopify, WooCommerce and eBay, solving problems that are often undocumented or previously unsuccessful. Outcomes are measured in practical terms, including improved efficiency, scalable systems and clear returns, from helping new ventures grow into six-figure monthly operations to delivering rapid gains through streamlined payments and automated, data-driven processes.

27 Years in IT
1021 CRM clients
810 Site articles
29.8m+ Reads / hits

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