ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Reporthttps://joellipman.com/articles/crm/zoho/zohodesk-zohoanalytics-display-ticket-attachments-in-analytics-report.html

05 December 2023 and then to push the attachment from ZohoDesk to ZohoAnalytics using the API. The use-case here is that a client wants customers to submit ZohoDesk tickets and upload photos of the problematic product to the ticket. They then want an Analytics report to...

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

Zoho Books / Inventory: Get Item Rate from a Price Book/Listhttps://joellipman.com/articles/crm/zoho/zoho-books-inventory-get-item-rate-from-a-price-book-list.html

23 May 2024 from 7 years to 2 years ago. The following will work in May 2024 following the API domain change. The use-case is that the customer wants the item/product rate taken from the item record, if a pricebook is specified and the item exists within it, then...

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

Zoho CRM: Client Script Confirmation Box and Popup Mailerhttps://joellipman.com/articles/crm/zoho/zoho-crm-client-script-prompt-and-popup-mailer.html

06 February 2024 Why? The use-case here is non-existent. It's more of a play around to see what can be achieved and how much this can be customized. The task I've set for myself is as follows: Trigger if the contact record has a tickbox called "Extra Confidential"...

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

Mediawiki Extension for Camtasia Studio SWF videoshttps://joellipman.com/articles/cms/mediawiki/mediawiki-extension-for-camtasia-studio-swf-videos.html

08 October 2009 that were usually branded or not free. These were awkward to configure a full screen button on the controls and do basic customization. Our screen recorder was also not displaying the captions of the video unless it was an AVI file that we converted to...

• Type: Article
• Author: Joel Lipman
• Category: MediaWiki
• Language: en-GB

Uninstalling AEC Central and installing Community Builderhttps://joellipman.com/articles/cms/joomla/uninstalling-aec-central-and-installing-community-builder.html

20 January 2010 The reason I did this is because AEC is now a commercial package and it is somewhat limited in terms of good customer service. It only really manages the payment side and the complicated tasks of invoicing, but Community Builder provides more options...

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

Windows 7 Aero Featureshttps://joellipman.com/articles/microsoft/windows-os/windows-7-aero-features.html

27 April 2010 of visual effects, some of which will be unchecked if you are not experiencing the full range of Aero features. Select the custom option and then select all the effects from the list below it. Hit apply and ok and you should have all the Aero effects...

• Type: Article
• Author: Joel Lipman
• Category: Windows OS
• Language: en-GB

URL passed settings in Reporting Serviceshttps://joellipman.com/articles/microsoft/ssrs/url-passed-settings-in-reporting-services.html

11 February 2011 &rs:Snapshot=2004-03-30T15:45:02 Use a specific stylesheet (handy for customizing toolbars) http:///ReportServer/Pages/ReportViewer.aspx?%2fMYREPORTS%2fDemos%2fRB+Report+for+Me&rs:Command=Render &rc:Stylesheet=Htmlviewer_copy.css Customize the Toolbar...

• Type: Article
• Author: Joel Lipman
• Category: SQL Server Reporting Services
• Language: en-GB

MySQL: Find records in one table that are not in another.https://joellipman.com/articles/database/mysql/mysql-find-records-in-one-table-that-are-not-in-another.html

25 February 2011 and it's at the stage where we need to optimize the queries because some scripts are noticeably slow (as observed by the customer...) and then others not. The What I'm going to run these benchmark tests against a system that is both up and running via...

• Type: Article
• Author: Joel Lipman
• Category: MySQL
• Language: en-GB

Developer's Checklist: Taking over a projecthttps://joellipman.com/articles/web-development/developers-checklist-taking-over-a-project.html

01 March 2011 Difficult? My hardest project was (still is) one created by a PhD student who graduated and left the institution. It was a custom-built site written from scratch, and it's purpose was to manage Staff and Students within the Additional Learning Needs...

• Type: Article
• Author: Joel Lipman
• Category: Web-Development
• Language: *

List MediaWiki Articleshttps://joellipman.com/articles/cms/mediawiki/list-mediawiki-articles.html

22 September 2011 ID, Title, Content, Category, AccessLevel (note that AccessLevel is extra to your standard MediaWiki setup and one that was customized for my day job). Thought I already had this somewhere on my site, so it took a while again but I've posted my finished...

• Type: Article
• Author: Joel Lipman
• Category: MediaWiki
• Language: en-GB

Setup a copy of your Joomla websitehttps://joellipman.com/articles/cms/joomla/setup-a-copy-of-your-joomla-website.html

19 December 2012 been doing this for years and still come across clients who have the one version of their website. They experiment on their customer-facing website and in most cases, they are paying for a hosting package which would allow them to have several copies of...

• Type: Article
• Author: Joel Lipman
• Category: Joomla
• Language: en-GB

SSIS Skip Rows in Excel Source filehttps://joellipman.com/articles/microsoft/ssis/ssis-skip-rows-in-excel-source-file.html

04 April 2013 In the data flow, click on the Excel datasource component so that it's selected. View the Properties panel for this. Under Custom Properties » OpenRowset, you should see the name of the Excel worksheet you specified as the datasource (eg. "Sheet1$")....

• Type: Article
• Author: Joel Lipman
• Category: SQL Server Integration Services
• Language: en-GB

Joomla Component: Set default params on installationhttps://joellipman.com/articles/cms/joomla/joomla-component-set-default-params-on-installation.html

24 October 2013 I'm making a custom component for Joomla CMS 2.5.x which is restricted to registered users only. On installation, and by default, the menu item returns a 500 - Server Error because the parameters haven't been set. I need to go into the Joomla Admin...

• Type: Article
• Author: Joel Lipman
• Category: Joomla
• Language: en-GB

Convert to Proper Case in T-SQLhttps://joellipman.com/articles/database/t-sql/convert-to-proper-case-in-t-sql.html

04 June 2014 and addresses as well as job titles and departments. Why? We wanted a T-SQL version despite having successfully built a custom script component for SSIS. How? You can search my site for how to do this in VB or C#. This version is entirely using T-SQL...

• Type: Article
• Author: Joel Lipman
• Category: Transact-SQL
• Language: en-GB

Zoho Deluge: Associate/Link an Invoice to a Sales Orderhttps://joellipman.com/articles/crm/zoho/zoho-deluge-associate-link-an-invoice-to-a-sales-order.html

10 March 2020 update the invoice line items with their respective sales order item id value. For our client's purpose, we are running a custom function off the invoice module which: creates a sales order checks the returning sales order line items cycles through the...

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

Zoho Creator Page: Toggle On/Off Switch: Hide/Display a Divhttps://joellipman.com/articles/crm/zoho/zoho-creator-page-toggle-on-off-switch-hide-display-a-div.html

22 October 2020 border: 1px solid #CCC; height: 200px; padding:20px; } .main-content1{ display:block; } .main-content2{ display:none; } /* Custom CSS */ .content-image img{ width:100px; height:100px; } div.sub-content div.content-row{ padding: 10px 0 0 0; height: 30px;...

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

Zoho CRM: Mapping a Multi-User or Multi-Lookup field using Delugehttps://joellipman.com/articles/crm/zoho/zoho-crm-mapping-a-multi-user-or-multi-lookup-field-using-deluge.html

28 April 2021 and multi-user lookup fields are held in temporary CRM modules called a "LinkingModule" (as opposed to standard modules and custom modules). Quick way to determine the API name of the linking module: Go to setup > Developer Space > functions. Create a...

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

ZohoCRM: zoho.crm.searchRecords only returns certain recordshttps://joellipman.com/articles/crm/zoho/zohocrm-search-records-only-returns-certain-records.html

29 July 2021 why a zoho.crm.searchRecords() returns some of the records but omits others. Why? The use-case was that we were creating a custom related list on a Zoho Finance > Sales Orders module but it wasn't finding all the Quotes related to this Sales Order. How?...

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

Zoho Books: Display Sales Order Shipping Address on Package Sliphttps://joellipman.com/articles/crm/zoho/zoho-books-display-sales-order-shipping-address-on-package-slip.html

07 October 2021 as the same as the billing address... Or more specifically, the primary contact, company, address and phone from the customer record and not from the sales order change. How? The key is a setting you need to change by going to Settings > Preferences >...

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

Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile)https://joellipman.com/articles/crm/zoho/zoho-crm-using-a-function-for-validation-rules.html

11 February 2022 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: *