Advanced Search

Here are a few examples of how you can use the search feature:

Entering this and that into the search form will return results containing both "this" and "that".

Entering this not that into the search form will return results containing "this" and not "that".

Entering this or that into the search form will return results containing either "this" or "that".

Search results can also be filtered using a variety of criteria. Select one or more filters below to get started.

Assuming that is required, the following 485 results were found.

  1. Zoho Creator/Deluge: Calculating with Timezone Offsethttps://joellipman.com/articles/crm/zoho/zoho-creator-deluge-calculating-with-timezone-offset.html

    various times for an appointment booking system based on the timezones of each party. Why? The use-case scenario is that our Creator server uses the US datacenter but has it's server timezone set to "US/Eastern" or "America/New_York" (-05:00). Our sales...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  2. 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

    So this is a pretty cool feature in Zoho CRM that I hadn't used much but definitely worth an article. The ability to block field picklist options from being selected based on the profile of a user. Why? There were several alternatives we considered...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  3. GoDaddy Apache cPanel: Install SSL Certificatehttps://joellipman.com/articles/linux/cpanel/godaddy-apache-cpanel-install-ssl-certificate.html

    An article to remind me how to install an SSL certificate with GoDaddy. Why? A quick reference for myself as I found that with GoDaddy, a purchased SSL certificate seems to require re-installing each year despite it's expiry in a couple years time. The...

    • Type: Article
    • Author: Joel Lipman
    • Category: cPanel
    • Language: *
  4. Zoho Analytics: Set Up a Widget Displaying Sales Personhttps://joellipman.com/articles/crm/zoho/zoho-analytics-set-up-widget-displaying-sales-person.html

    in a column in a widget in Zoho Analytics. Why? Because I keep forgetting how to do it. How? I've done this for a query that amalgamated all the deals against a deal owner and needed to repeat this for all the invoices against a sales person. It adds to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  5. Zoho Cliq: Integrate OpenAI and ChatGPT 3.5 Turbohttps://joellipman.com/articles/crm/zoho/zoho-cliq-integrate-openai-and-chatgpt-3-5-turbo.html

    code posted by Poorvik Palanikumar on the Zoho Community Forums to connect a ZohoCliq to the OpenAI API and ChatGPT... Note that I have another article for those who want to integrate ChatGPT with ZohoZIA. Why? Previously, I would edit the message...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  6. 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

    use an access token then getting the OAuth access codes from the client. How? I'm going to split this into 2 code snippets that were in practice added to the same function and that worked at time of print. Note that this uses the old Trading API as the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  7. ZohoDeluge: Check Shipment Status via DHL APIhttps://joellipman.com/articles/crm/zoho/zohodeluge-check-shipment-status-via-dhl-api.html

    = getUrl(v_Endpoint, m_Header, false); Not done yet! Of course, it would help if when something was delivered, that was conveyed back to the system that asked, in this case Zoho Inventory. So for this, I've set up a nightly schedule which checks on all...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  8. ZohoCRM: Get Organization Business Hours using Deluge/APIhttps://joellipman.com/articles/crm/zoho/zohocrm-get-organization-business-hours-via-deluge-api.html

    When creating a booking system in ZohoCreator, I want to enter the default working shift for an employee either existing or that has been added to the system based on the business hours set at the organization level in ZohoCRM. How? Using an invokeURL,...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  9. Zoho CRM: Change System Field Lengthhttps://joellipman.com/articles/crm/zoho/zoho-crm-change-system-field-length.html

    This is an article documenting how to remove the block on changes to a system field in ZohoCRM. Why? Our use-case today is that a customer wanted to map the Postal Code or Zip from a Lead record to an opportunity (or Deal) record. If you are using...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  10. Zoho Creator: Find Duplicates by Customer Name for Large Datasetshttps://joellipman.com/articles/crm/zoho/zoho-creator-find-duplicates-by-customer-name-for-large-datasets.html

    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. Why? My use-case...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  11. Zoho Books: Generate Bank Text File for Downloadhttps://joellipman.com/articles/crm/zoho/zoho-books-generate-bank-text-file-for-download.html

    stored anywhere. Generating a text or CSV file and then having it emailed to anyone is an easy task but here we cannot have that file sat on someone's mailbox. It must be downloaded (as in browser downloads it to the computer immediately) and then...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  12. 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

    which when exported to PDF will display images without a user wall. Why? Our client needs to send a report to suppliers that include photos of the faulty products. These display fine in a Zoho Creator report and even show up on the preview when...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  13. 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

    posts 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,...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  14. Zoho Analytics & Zoho People: Monitor DataSource Sync https://joellipman.com/articles/crm/zoho/zoho-analytics-zoho-people-monitor-datasource-sync.html

    A quick article on how to setup an automation that checks if a datasource synchronization between Zoho People and Zoho Analytics failed. This can be adapted to any data source for Zoho Analytics. Why? We're assisting a client implement Zoho People as...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  15. Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Templatehttps://joellipman.com/articles/crm/zoho/zoho-books-estimates-quotes-accept-decline-buttons-on-template.html

    an accept and decline button on the estimate (aka Quote) notification template within ZohoBooks. Why? The use-case is simply that my client wants to make it easier for their customers to accept or decline a quote. Sure there's a portal and you can...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  16. Can't play music after Firmware Update Version 3.0https://joellipman.com/hardware/cant-play-music-after-firmware-update-version-30.html

    Well we're all happy that the iPlayer from the BBC has come to PS3 in Europe but I'm less impressed about the multi-audio output. My setup is that the sound goes from the Playstation to the Sound System via Optical Out. I found that if you do enable...

    • Type: Article
    • Author: Joel Lipman
    • Category: IT Support
    • Language: *
  17. SSRS Use T-SQL Like with a Parameterhttps://joellipman.com/articles/microsoft/ssrs/ssrs-use-t-sql-like-with-a-parameter.html

    must have been so obvious to everyone else that nobody bothered to write an article on it... till now. Situation I have a report that returns room bookings based on a user and given a date range. The problem is that there are a few thousand users and...

    • Type: Article
    • Author: Joel Lipman
    • Category: SQL Server Reporting Services
    • Language: en-GB
  18. Upgrading Joomla CMS version 3.x to Joomla CMS 5.xhttps://joellipman.com/articles/cms/joomla/upgrading-joomla-cms-version-3-x-to-joomla-cms-5-x.html

    I strongly recommend you do a backup beforehand of the database and of all your files Why? I keep getting complaints that my server wants to upgrade my PHP v7.x to PHP v8.x. I also get complaints (from my server not from humans) that my Joomla version...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
  19. Zoho Creator: isBlank and isNull: Before or After?https://joellipman.com/articles/crm/zoho/zoho-creator-isblank-and-isnull-before-or-after.html

    A really quick article to test when to use isNull and isBlank. Why? So I've noticed that looking at people's Zoho Deluge code, there will often be a check on a null before or after the variable: if(v_Test.isBlank()) {... } VS if(isBlank(v_Test)) {......

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  20. ZCRM Client Script: Correct Decimal Fields OnLoadhttps://joellipman.com/articles/crm/zoho/zcrm-client-script-correct-decimal-fields-onload.html

    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: *
Results 161 - 180 of 485

Donate & Support

If you like my content, and would like to support this sharing site, feel free to donate using a method below:

Paypal:
Donate to Joel Lipman via PayPal

Bitcoin:
Donate to Joel Lipman with Bitcoin bc1qf6elrdxc968h0k673l2djc9wrpazhqtxw8qqp4

Ethereum:
Donate to Joel Lipman with Ethereum 0xb038962F3809b425D661EF5D22294Cf45E02FebF

Please publish modules in offcanvas position.