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  1. 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

    Books using the API The following is the code template I use but you will need to adapt it for your own system: // init (specify your own organization ID for Zoho Books) v_BooksOrgID = 20210922122; m_BooksCreateSO = Map(); // get CRM record details...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  2. Zoho CRM & Zoho Writer: Button to Merge Template, Send, and Attachhttps://joellipman.com/articles/crm/zoho/zoho-crm-zoho-writer-button-to-merge-template,-send,-and-attach.html

    Use a subform (eg. Product Line Items) If I call my subform "Quoted Items" and specify this having the fields "Ref, Item, SKU, Description, Quantity, RRP, Discount, Total". Add the subform to your document and ensure that none of the fields have a...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  3. Zoho CRM: Schedule a Meeting using Delugehttps://joellipman.com/articles/crm/zoho/zoho-crm-schedule-a-meeting-using-deluge.html

    How? Similar to how to create a call or task, but with some variation: // // initialize m_ScheduleMeeting = Map(); // // specify parent module m_ScheduleMeeting.put("$se_module","Leads"); // // all day meeting m_ScheduleMeeting.put("All_day",false); //...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  4. Zoho Creator: Populate a Multi-Lookuphttps://joellipman.com/articles/crm/zoho/zoho-creator-populate-a-multi-lookup.html

    report. How? We would think it similar to a picklist/dropdown where you simply add an option to the picklist and then specify which of the options are selected. In this case, simply giving it the IDs should work... but it doesn't. Assuming my...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  5. ZohoDeluge: Get All eBay Orders Given a From and Till Datehttps://joellipman.com/articles/crm/zoho/zohodeluge-get-all-ebay-orders-given-a-from-and-till-date.html

    - Get Access Token: https://www.joellipman.com/articles/crm/zoho/zoho-creator-push-to-ebay-listings.html */ // // evaluate (specify here your dates [time set to midnight]) v_timeFrom = zoho.currenttime.subDay(0).toString("yyyy-MM-dd'T'00:00:00.000'Z'");...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  6. Zoho CRM: ZDK Client Script: Auto-Select Pipeline based on User Departmenthttps://joellipman.com/articles/crm/zoho/zoho-crm-zdk-client-script-auto-select-pipeline-based-on-user-department.html

    Fields" Add a picklist field type called "Department" with the options "Hire Team", and "Sales Team". Save and Close Setup: Specify Pipeline Options Login to ZohoCRM as a system administrator > Go to Setup > Pipelines Using the "Standard" layout, let's...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  7. ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Reporthttps://joellipman.com/articles/crm/zoho/zohodesk-zohoanalytics-display-ticket-attachments-in-analytics-report.html

    "URL" Right-click on the "Image URL" column again and select "Format Column" > Select under Display As: "Image" You can now specify the size of the image as well (16x16 is a tad small). Caveat(s): A bit work needs to be done to the code above to prevent...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  8. ZohoAnalytics & ZohoBooks: Custom Related List from Analyticshttps://joellipman.com/articles/crm/zoho/zohoanalytics-zohobooks-custom-related-list-from-analytics.html

    added which is a lookup to the Sales Order module. This means that on a purchase order, and per line item, the staff can specify which Sales Order the item relates to. How? At time of print, adding the lookup to the line item will automatically display...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  9. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Signhttps://joellipman.com/articles/crm/zoho/zoho-crm-zoho-sign-send-crm-merged-template-for-zoho-sign.html

    = zoho.currentdate.toString("dd-MMM-yyyy"); v_SignType = "Maintenance Report"; v_FileNameWithouExt = v_SignType; // // Specify template ID // check URL for mail merge template: https://writer.zoho.eu/writer/open/ 0) { v_Filename =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  10. ZohoCRM: Make either Mobile or Email mandatoryhttps://joellipman.com/articles/crm/zoho/zohocrm-make-either-mobile-or-email-mandatory.html

    layout rules. Let's take a contact record for demo purposes: If I enter a phone number: If I enter an email: And then let's specify a couple of layout rules to enforce this: Login as a ZohoCRM Administrator, go to Setup > Modules > Contacts > Layout...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  11. Zoho Deluge: Connect to Shopifyhttps://joellipman.com/articles/crm/zoho/zoho-deluge-connect-to-shopify.html

    = "https://" + v_ClientID + ":" + v_ClientSecret + "@" + v_ShopID + ".myshopify.com"; // // per endpoint request to specify which API version (eg. 2025-07) v_ShopifyApiVersion = r_ShopifyAPI.API_Version; // // url with client id and client secret (now...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  12. Converting SQL date in PHP to European date format and vice-versahttps://joellipman.com/articles/web-development/php/converting-sql-date-in-php-to-european-date-format-and-vice-versa.html

    (Linux, Apache, MySQL, PHP) then this happens a lot. In the following example, our HTML form will allow the user to specify a date (so excludes hours, minutes and seconds). For demonstration purposes, I'm going to be using the European date format so...

    • Type: Article
    • Author: Joel Lipman
    • Category: Personal Home Page
    • Language: en-GB
  13. SSRS Expand specific drilldown by defaulthttps://joellipman.com/articles/microsoft/ssrs/ssrs-expand-specific-drilldown-by-default.html

    for a particular week. When I open the report, each drilldown row is collapsed (as opposed to expanded). The user can specify the date as it's a report parameter. What we want The user will select a date. We want the report to open with the specified...

    • Type: Article
    • Author: Joel Lipman
    • Category: SQL Server Reporting Services
    • Language: en-GB
  14. Reminder on SSRS row separatorhttps://joellipman.com/articles/microsoft/ssrs/reminder-on-ssrs-row-seperator.html

    quick steps: Right-click the grey header of the tablix row (left-most grey part) Select "Add Group" then "Parent Group..." Specify the "Group by" (in my case "Day"), the grey part will display a grouping icon Now select the column that has just been...

    • Type: Article
    • Author: Joel Lipman
    • Category: SQL Server Reporting Services
    • Language: en-GB
  15. MediaWiki: MySQL to extract path to imageshttps://joellipman.com/articles/cms/mediawiki/mediawiki-mysql-to-extract-path-to-images.html

    where -- SUBSTRING(img_timestamp, 1, 8)>=20110922 ORDER BY img_timestamp DESC Note that I've commented out the lines which specify images modified since the 22nd of September 2011. I've left it in there for my own benefit as it's unlikely I'm asked for...

    • Type: Article
    • Author: Joel Lipman
    • Category: MediaWiki
    • Language: en-GB
  16. SSRS Change Background Color of Imagehttps://joellipman.com/articles/microsoft/ssrs/ssrs-change-background-color-of-image.html

    Red (for Fail), Orange (for Unknown). Right-click on the rectangle and select Insert > Image Edit the Image Properties to specify the image to use. The image can be an expression as well (I embed these and then refer to them in the expression by name)....

    • Type: Article
    • Author: Joel Lipman
    • Category: SQL Server Reporting Services
    • Language: en-GB
Results 81 - 96 of 96

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