ZohoCRM to ZohoBooks: Please ensure that the shipping_address has less than 100 characters.https://joellipman.com/articles/crm/zoho/zohocrm-to-zohobooks-please-ensure-that-the-shipping_address-has-less-than-100-characters.html

22 September 2021 "GBP", "reference_number": "Salespersons Test Reference", "terms": "These are our test terms and conditions", "customer_id": "234567890123456789", "payment_terms": 30, "salesperson_id": "345678901234567890", "line_items": [ { "item_id":...

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

Zoho Deluge: Text (SMS) reminder using Twilio API (LocalSense)https://joellipman.com/articles/crm/zoho/zoho-deluge-text-sms-using-twilio-api-localsense.html

16 December 2021 here is that we want local sense dialing where specific numbers are used both for outbound and inbound but local to the customer and we want to remind our customer that they have an appointment in 1 hour with us. How? The code is actually pretty...

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

ZohoCRM Webhook: Create ZohoInventory Records from an eBay orderhttps://joellipman.com/articles/crm/zoho/zohocrm-webhook-create-zohoinventory-records-from-an-ebay-order.html

27 April 2023 to record all the different payments received. Date Modified: 2023-03-14 (Joel Lipman) - Resolved fix of incorrect customer (Use Email rather than StaticAlias) - Resolved fix of inventory adjustment level (Error:9205:Insufficient Stock) - Resolved fix...

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

Zoho Books: Get Invoice Payment Terms via APIhttps://joellipman.com/articles/crm/zoho/zoho-books-get-invoice-payment-terms-via-api.html

06 July 2023 for what fields are required to complete a request within your system. m_InvoiceDetails = Map(); m_InvoiceDetails.put("customer_id",m_BooksSO.get("customer_id")); m_InvoiceDetails.put("payment_terms",-3); // adding label because -3 often displays "Net...

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

ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 charactershttps://joellipman.com/articles/crm/zoho/zohobooks-code-15-ensure-billing-address-has-less-than-100-characters.html

18 September 2023 a workflow triggered within ZohoCRM when a Quote is created or modified: // // initialize v_BooksOrgID = 123456789; v_BooksCustomerID = 0; m_CreateEstimate = Map(); l_CrmBillingAddress =...

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

Zoho Creator: Get Images in Report to be Exported to PDFhttps://joellipman.com/articles/crm/zoho/zoho-creator-get-images-in-report-to-be-exported-to-pdf.html

26 January 2024 world process; then cover some technical information; and even include the function that makes it work: Business Process Customer visits website to report a faulty product; using website form or chat. Customer can upload or send to agent to upload to a...

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

Zoho Creator: Render to PDF with margins and page numbershttps://joellipman.com/articles/crm/zoho/zoho-creator-render-to-pdf-with-margins-and-page-numbers.html

07 May 2024 more and more and would rather just find it on my site than going through multiple bookmarks. Why? This use-case is for a customer who simply wanted a quote template to be rendered for PDF or print format. I have another article for a different client...

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

ZCRM Client Script: Correct Decimal Fields OnLoadhttps://joellipman.com/articles/crm/zoho/zcrm-client-script-correct-decimal-fields-onload.html

13 December 2023 detailing the client script to fix any fields which exceed their decimal places limit in ZohoCRM. Why? So we have a customer that has some decimal fields on the products module that are calculated and will sometimes return numbers with more than 6...

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

Setting up your store to use SSLhttps://joellipman.com/articles/ecommerce/setting-up-your-store-to-use-ssl.html

11 September 2009 that your store will run using two domains your master domain name and shared secure domain which may be used by other customers of your hosting company. Dedicated SSL means that you will have your own SSL certificate which enable you to run your store...

• Type: Article
• Author: Joel Lipman
• Category: eCommerce Systems
• Language: *

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: *

Some milestones for a website projecthttps://joellipman.com/articles/web-development/some-milestones-for-a-website-project.html

14 April 2010 compatibility and QA by both the developer and the publisher. Master – a completed, bug-free website approved by the customer and available online.

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

Running Internet Explorer 6, 7, 8 as standaloneshttps://joellipman.com/articles/microsoft/windows-os/running-internet-explorer-6-7-8-as-standalones.html

18 May 2010 Professional SP2 Internet Explorer 7 As you can tell, not the most up-to-date but unfortunately I need to stay near to my customer base and match their setups as closely as possible. Objective My aim is to have IE 8 installed as my Windows browser (I...

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

Webdeveloper-Speakhttps://joellipman.com/articles/web-development/webdeveloper-speak.html

13 July 2010 (Um... think I just call these acronyms myself). permission-based marketing An opt-in policy requires a potential customer to self-select the services they wish to subscribe to, and how any information they provide may be used. Also referred to as...

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

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

Difference between two dates - the midnight hourhttps://joellipman.com/articles/web-development/difference-between-two-dates-the-midnight-hour.html

06 April 2011 the other side of the midnight hour... Now bear in mind the below is in European date format Consider the following: Date Customer Time From Time To Hours ---------- --------------- --------------- ---------------- -------------- 04/03/2011 Tweedle Dee...

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

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

01 March 2011 agreed with another web team. This has been delayed somewhat and still after 2 years there is no new site (blamed on the customer for not knowing what their application did in the first place... tut tut. How long have you been a developer? And this is...

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

Newbies guide to be the local computer guyhttps://joellipman.com/hardware/newbies-guide-to-be-the-local-computer-guy.html

28 April 2011 last point. Down talk as opposed to hype and then produce. Even with most services this nearly always guarantees a happy customer. "So this is all I could fix in the time I have, all your issues have been dealt with and I also did this..." "So this is...

• Type: Article
• Author: Joel Lipman
• Category: IT Support
• Language: *

List all cron jobs for all usershttps://joellipman.com/articles/linux/list-all-cron-jobs-for-all-users.html

04 May 2011 little script I found on Stack Overflow. Wasn't really my solution as after 2 hours, realised that the customer had been looking at the wrong server. But this script showed me where the cron job we intended was located. #!/bin/bash # System-wide crontab...

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

Stop Excel Row Height Self-Adjust on Refreshhttps://joellipman.com/articles/microsoft/excel/stop-excel-row-height-self-adjust-on-refresh.html

30 September 2011 new lines (the "CHAR(10)" as with other cell data). Quite a lot of spacing (the height of one text line), but our customers were complaining it became too convoluted and cramped when refreshing data and preferred the end result with this change. Note on...

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

T-SQL Record Separatorhttps://joellipman.com/articles/database/t-sql/t-sql-record-separator.html

11 October 2011 Thursday Friday Friday */ This is actually part of a SQL query (Transact-SQL) used in an Excel file. Some of our end customers are not even computer literate so the SQL query had to do the bulk of the work. The SQL query we send to the database has to...

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