Zoho Books: System Values Mapshttps://joellipman.com/articles/crm/zoho/zoho-books-system-values-maps.html

07 November 2023 Currencies, Payment Terms, Sales Persons, and Nominal Accounts Inputs: - Outputs: - Date Created: 2021-09-24 (oel Lipman) - Initial release Date Modified: 2024-05-21 (Joel Lipman) - Change of API domain from https://books.zoho.com to...

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

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 Pushes the tickets attachments to Zoho Analytics Inputs: - Outputs: - Scope(s): Date Created: 2023-11-29 (Joel Lipman) - Initial release Date Modified: ??? - ??? ******************************************************************************* */...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• 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 directly to its recipient Inputs: Zoho Creator record ID of the order Outputs: - Date Created: 2023-03-06 (Joel Lipman) - Initial release Date Modified: ??? - ??? More Info: Error 7008: There are no contact persons associated with this Invoice. -...

• 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 The Lead Record ID Outputs: A task with a daily reminder until after 3 reminders Date Created: 2024-05-13 (Joel Lipman) - Initial release Date Modified: 2024-05-14 (Joel Lipman) - After the 3rd reminder (3 days overdue) then assign to Dan (set as a...

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

Zoho Analytics & Zoho People: Monitor DataSource Sync https://joellipman.com/articles/crm/zoho/zoho-analytics-zoho-people-monitor-datasource-sync.html

02 July 2024 Inputs: None Outputs: Emails system manager if any failures. Date Created: 2024-07-02 (JoelLipman.com - Joel Lipman) - Initial release Date Modified: ??? - ??? More Information: https://www.zoho.com/analytics/api/v2/metadata-api/datasources.html...

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

ZohoAnalytics & ZohoBooks: Custom Related List from Analyticshttps://joellipman.com/articles/crm/zoho/zohoanalytics-zohobooks-custom-related-list-from-analytics.html

09 July 2024 field on the Purchase Order line item. Inputs: salesorder Outputs: Related List Date Created: 2024-07-09 (Joel Lipman) - Initial release Date Modified: ??? - ??? More Information: https://www.zoho.com/analytics/api/v2/bulk-api/export-data.html...

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

Zoho CRM: Remove Duplicate Product Recordshttps://joellipman.com/articles/crm/zoho/zoho-crm-remove-duplicate-product-records.html

07 March 2025 Used to remove duplicate products from a ZohoCRM instance Inputs: - Outputs: - Date Created: 2025-03-07 (Joel Lipman) - Initial release Date Modified: ??? - ??? More Info: - *******************************************************************************...

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

ZohoDeluge: eBay marketplace account deletion/closure notificationshttps://joellipman.com/articles/crm/zoho/zohodeluge-ebay-marketplace-account-deletion-closure-notifications.html

13 March 2025 Inputs: String crmAPIRequest (Webhook) Outputs: JSON String crmAPIResponse Date Created: 2025-03-13 (Joel Lipman) - Initial release Date Modified: 2025-03-13 (Joel Lipman) - Validated Webhook - Send email to client More Info:...

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

Zoho CRM: JS Widget: Generic Script to pass the Record ID to a CRM functionhttps://joellipman.com/articles/crm/zoho/zoho-crm-js-widget-generic-script-to-pass-the-record-id-to-a-crm-function.html

18 August 2025 string crmAPIRequest (webhook request from Zoho CRM) Outputs: - Date Created: 2023-08-15 (Ascent Business - Joel Lipman) - Initial release - Testing auth and connection Date Modified: 2023-08-15 (Ascent Business - Joel Lipman) - Separated function from...

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

SSRS Subscriptions cannot be createdhttps://joellipman.com/articles/microsoft/ssrs/ssrs-subscriptions-cannot-be-created.html

22 November 2013 able to get this working with a shared data source but in our case the shared data source didn't have the correct database (initial catalog) specified despite looking at the correct server. We created a separate data source for this report.

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