Zoho Analytics: Determine profits from invoices and purchase ordershttps://joellipman.com/articles/crm/zoho/zoho-analytics-determine-profits-from-invoices-and-purchase-orders.html

03 November 2022 without a solution. This took my team the best part of two months to find a solution. How? Disclaimer! There may be many ways of doing this, this is just one way that we used that worked for 90% of the invoices. There are invoices that may be associated...

• 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 Accepted Sent Invited The catch is that our campaign names are in data rows not individual columns. How? There may be ways of doing this using the GUI and a "Pivot View" report but I always resort to a query when I get confused with the GUI: Query 1 Due...

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

Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Templatehttps://joellipman.com/articles/crm/zoho/zoho-books-estimates-quotes-accept-decline-buttons-on-template.html

04 November 2024 to the estimate template in ZohoBooks Login to ZohoBooks > Settings > Email Notifications > Estimate Notification Many ways to add a button but here's how I do it (requires some basic HTML/CSS knowledge): Place the cursor where you want the button and...

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

Zoho Deluge: Connect to Shopifyhttps://joellipman.com/articles/crm/zoho/zoho-deluge-connect-to-shopify.html

15 July 2025 A quick article showing 2 ways of connecting to Shopify's REST API with a custom app. Note that this is not for an app embedded in the Shopify instance but for a third-party app, such as a Zoho Creator app, to connect to the data within Shopify. Why? At...

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

How to run a .RUN filehttps://joellipman.com/articles/linux/how-to-run-a-run-file.html

19 September 2009 I've been told of two ways of running a downloaded .RUN file. Note: Bear in mind that the following is all case-sensitive. Through the terminal server Download the .RUN file to your desktop Open a terminal by going to Application > Accessories >...

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

Code Troubleshooting Checklisthttps://joellipman.com/articles/web-development/code-troubleshooting-checklist.html

03 June 2011 this list to make sure I don't spend so long anymore on debugging code. The aim of this article is to quickly suggest ways of pinpointing the source of the problem: In a database/web environment, have you? Commented out lines that you suspect might be...

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

PHP: First name and Initial of Surnamehttps://joellipman.com/articles/web-development/php/php-first-name-and-initial-of-surname.html

27 March 2014 using the initial of the second name. -- What I have John Smith Fred.Bloggs -- What I want John S. Fred B. How? So different ways, the first thing I did was to create the logic: // default $author_name_disp=$author_name; // check and transform...

• Type: Article
• Author: Joel Lipman
• Category: Personal Home Page
• Language: en-GB

Zoho Deluge - Get Current User IDhttps://joellipman.com/articles/crm/zoho/zoho-deluge-get-current-user-id.html

08 April 2019 This is a quick article on different ways to get the current user ID in Zoho through code. How? I'm not a fan of method #1 but I only started developing in Zoho recently when API v1 was already being deprecated (end of life at the end of this year). So...

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