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

06 August 2024 task of sending a document out for signing by a customer, you will know this takes a while to do: You have to find the contact record in CRM for example Click on "Send for Zoho Sign" Select the template document or upload one Add the fields that you...

• 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 in the template before Zoho advised on a 'hidden' away setting which was key to changing what these display. What I had: ${CONTACT.CONTACT_DISPLAYNAME} ${CONTACT.CONTACT_ADDRESS} ${CONTACT.CONTACT_CITY} ${CONTACT.CONTACT_CODE} ${CONTACT.CONTACT_STATE}...

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

How to redirect the visitor after the contact pagehttps://joellipman.com/articles/cms/joomla/how-to-redirect-the-visitor-after-the-contact-page.html

06 September 2009 How to redirect the visitor after the contact page: Open Contact.php and go to line 473 - 475 and change the line: $link = ‘index.php?option=com_contact&task=view&contact_id=’. $contact[0]->id .’&Itemid=’. $Itemid; mosRedirect( $link, _THANK_MESSAGE )...

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

Migrate Joomla! 1.5.x to 2.5.x+https://joellipman.com/articles/cms/joomla/migrating-from-joomla-15-to-16.html

30 January 2011 -> #__banner_tracks -- -- 5. jos_categories -> #__categories -- -- 6. jos_components -> #__extensions -- -- 7. jos_contact_details -> #__contact_details -- -- 8. jos_content -> #__content -- -- 9. jos_content_frontpage -> #__content_frontpage -- -- 10....

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

Zoho Books: Error 7008: There are no contact persons associated with this Invoicehttps://joellipman.com/articles/crm/zoho/zohobooks-error-7008-there-are-no-contact-persons-associated-with-this-invoice.html

07 March 2024 I am using the send invoice API and I kept getting this error despite including the customer_id and there was a primary contact on the customer record. This is from within ZohoCreator, requesting for an invoice in ZohoBooks to be sent. How? So the key...

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

ZohoCRM: ZDK Client Script to retrieve Contact Emailhttps://joellipman.com/articles/crm/zoho/zohocrm-zdk-client-script-to-retrieve-contact-email.html

20 July 2022 An article on one of my first client scripts for ZohoCRM. This retrieves and populates an email field based on when a contact is selected in a lookup field. Why? I could do a normal automation/workflow on save of the record, but the client wants the...

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

Zoho Deluge: Using Remove Key on a Map and Copying Record Tagshttps://joellipman.com/articles/crm/zoho/zoho-deluge-using-remove-key-on-a-map.html

03 March 2025 A quick article on how to use remove() on a map variable as well as a snippet of code to copy tags from a contact to a deal record. Why? Anything that stumps me for 30 minutes is worth writing a quick article on. In this case, I had a function querying...

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

ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Leadhttps://joellipman.com/articles/crm/zoho/zohocrm-follow-up-and-remind-record-owner-to-convert-lead.html

14 May 2024 given in the brief but removed here for privacy). Finally, we delete any of these tasks when they get transferred to the contact record. Step 1: Workflow on Create and function to create task: Create a workflow that runs on lead create (record action)...

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

ZohoCRM: Process all records of a modulehttps://joellipman.com/articles/crm/zoho/zohocrm-process-all-records-of-a-module.html

24 August 2021 any workflows you deactivated in step 1. Sample Code Consider the following standalone function which loops through every contact and deletes the duplicate lead (if a lead exists with the same email as a contact): // init v_Count = 0; v_CountDeleted =...

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

ZohoCRM: Import Attachmentshttps://joellipman.com/articles/crm/zoho/zohocrm-import-attachments.html

16 January 2023 weren't too helpful either. How? In the example below, we are going to document how to import files associated to CRM Contact records. There's first the preparation of an "Attachments.csv" file that needs the correct values in each column and the...

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

ZohoAnalytics: Pivot Campaigns vs Contactshttps://joellipman.com/articles/crm/zoho/zohoanalytics-pivot-campaigns-vs-contacts.html

20 March 2023 article of a quick solution but at least a working example of an ANSI-SQL (ZohoSQL) query pivoting campaign results vs contacts. Why? Simply the client wanted a report on customers on each row and then the campaigns as columns. What we want: Contact...

• 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 connection called "zbooks" which has the necessary scope(s) to create and update an estimate as well as read settings and contacts. I have a connection called "zcrm" which has the necessary scope(s) to read from and write to a CRM quote record. The...

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

Privacy Policyhttps://joellipman.com/static-items/privacy-policy.html

30 May 2009 is effective from the 1st of January 2009. What we collect We may collect the following information: name and job title contact information including email address demographic information such as postcode, preferences and interests other information...

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

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

21 October 2021 it to understand basic mapping and attachments. How? As per our use-case above, we are going to create a button off the contact record which when the user clicks on it will generate a PDF of the merged template and attach it to the CRM contact record...

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

ZohoCRM & Xero Real-Time Invoices: Receive Webhookhttps://joellipman.com/articles/crm/zoho/zohocrm-xero-real-time-invoices-receive-webhook.html

10 January 2022 Deluge - Connect to Xero API and explores how instead of a schedule, we can get Xero to tell ZohoCRM whenever an invoice or contact gets updated in Xero. Why? I used to use ZohoCRM schedules to pull when an invoice has been paid, but ZohoCRM schedules...

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

Project Plan for Freelance Websitehttps://joellipman.com/articles/web-development/project-plan-for-freelance-website.html

25 February 2010 Audience (Internally Centered? / Customer Focused?) Outsources? (Is JoelLipman.Com Project Manager? other 3rd-parties?) Contacts within Client company? Budget (see Rates for Joellipman.com below) Similar looking websites and colour schemes Will the...

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

Parameters not being used in report processinghttps://joellipman.com/articles/microsoft/ssrs/parameters-not-being-used-in-report-processing.html

07 January 2011 AS 'Finish', tt.[RoomId] AS 'Room', sd.[Descrip] AS 'Event Type', sd.[Notes] AS 'Booking Notes', c.[Name] AS 'Contact', c.[Company] AS 'Dept', c.[Phone] AS 'Phone' FROM [CMISdata].[cmisuser].[SLOTDETAILS] sd INNER JOIN [CMISdata].[cmisuser].[TIMETABLE]...

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

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 the SQL query itself. We have a DEPT column that is an acronym of the departments so for example: SELECT Date, Reservation, Contact, JobTitle, Dept FROM my_imaginary_table WHERE Contact='Joe' Would become SELECT Date, Reservation, Contact, JobTitle,...

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

Migrating from Joomla 2.5.x to 3.4.xhttps://joellipman.com/articles/cms/joomla/migrating-from-joomla-2-5-x-to-3-4-x.html

12 September 2015 Option] Modify admin ID to NOT use a text editor (ie. "Text-editor=None") If you are going to delete an object (eg. contacts), make a note on its contents or embedded code specific to the template. Copy over Users: Rename the Admin ID in the new v34...

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

Zoho Creator: Add a subform while creating a recordhttps://joellipman.com/articles/crm/zoho/zoho-creator-add-a-subform-while-creating-a-record.html

14 July 2021 variables for main record v_QuoteName = ifnull(r_QuoteDetails.get("Name"),"Test Quote"); if(!isNull(r_QuoteDetails.get("Contact_Name"))) { r_ContactDetails = zoho.crm.getRecordById("Contacts", r_QuoteDetails.get("Contact_Name").get("id"));...

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