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

16 October 2023 A super quick article on how to pre-select the pipeline on deal creation within CRM based on the department specified on a user's profile. Why? A client asked that when staff create a deal/opportunity record in CRM, the pipeline is automatically...

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

ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRMhttps://joellipman.com/articles/crm/zoho/zohocrm-zohowriter-generate-rich-email-signatures-in-crm.html

05 December 2023 Signin or Access You should be in "My Folders" (left sidebar) Create a folder, I'm calling mine "Email Signature Images" Within that folder, create another folder called "_Global". At the same level, create another folder called "Profile Photos"....

• 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 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 here is that there were no contact persons...

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

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

23 May 2024 that the customer wants the item/product rate taken from the item record, if a pricebook is specified and the item exists within it, then it takes the rate from the pricelist. Note that when I refer to pricebook, this is also referred to as the...

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

Zoho Analytics: Create a Monitoring System with Imageshttps://joellipman.com/articles/crm/zoho/zoho-analytics-create-a-monitoring-system-with-images.html

25 July 2024 How? The key trick to use here the ability for Zoho Analytics to display different images based on a criteria or a value within a data table. As documented in an earlier article, put the URL of the image, then change it's format to show the image and...

• 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 An article on adding 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...

• 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 An article on removing duplicate products within ZohoCRM. Why? Product duplicates are a common issue during development, especially when we have products imported via a feed or API or simply by staff and their spreadsheets. There is a deduplication...

• 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 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 time of print, we have woken up to the news that including a username and password, or a client and secret...

• 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 to documentation and using CoPilot or OpenAI ChatGPT for parsing the return value of the function (note that I have SCRIPT within the BODY tags and not in the HEAD): Loading... Please Wait... console.clear(); ZOHO.embeddedApp.on("PageLoad",...

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

Zoho CRM Client Script: Map Quote to Invoicehttps://joellipman.com/articles/crm/zoho/zoho-crm-client-script-map-quote-to-invoice.html

09 October 2025 then I'll just put the client script I used to map over all the applicable field values from the quote to the invoice within ZohoCRM. Set up the Client Script Login to ZohoCRM > Setup (cog icon next to profile photo) > Developer Hub > Client Script >...

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

ZohoCRM & Xero: Function to pull most recent invoiceshttps://joellipman.com/articles/crm/zoho/zohocrm-xero-function-to-pull-most-recent-invoices.html

09 October 2025 = ifnull(r_TokenDetails.get("Tenant_ID"),""); // // get access token (does not need REST API url as we're calling it from within CRM) v_AccessToken = standalone.fn_API_GetXeroAccessToken(); // // do Xero stuff if(v_AccessToken != "" && v_TenantID != "")...

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

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

17 September 2009 Issue If you've ever made PHP scripts to process data within a LAMP environment (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)....

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

Prices get rounded up in Virtuemarthttps://joellipman.com/articles/ecommerce/virtuemart/prices-get-rounded-up-in-virtuemart.html

27 September 2009 these were all the same, we also found that this was due to a country not being specified under the Store configuration within VirtueMart.

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

Windows 7 and Google Chrome incognito mode by defaulthttps://joellipman.com/articles/google/windows-7-and-google-chrome-incognito-mode-by-default.html

24 March 2010 User Name\AppData\Local\Google\Chrome\Application\chrome.exe" -incognito) Additional Note 201004201256: The shortcut key within Google Chrome is holding down the Control and Shift key and then pressing the letter N.

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

SSRS Report Builder 2.0 - Error during processinghttps://joellipman.com/articles/microsoft/ssrs/ssrs-report-builder-20-error-during-processing.html

06 May 2010 failed for dataset 'DataSet1'. The variable name '@GroupName' has already been declared. Variable names must be unique within a query batch or stored procedure. The Quick Fix Return to the Design interface of Report Builder 2.0 for the problematic...

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

Invalid arguments passed in router.php on line 325https://joellipman.com/articles/cms/joomla/invalid-arguments-passed-in-routerphp-on-line-325.html

03 August 2010 on the front-end of my component is controlled and not customizable. I fixed this by removing the reference to router.php within the installation XML file. (router.php). I even deleted the router.php file from my installation zip file (I checked that...

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

Frontpage Item Orderinghttps://joellipman.com/articles/cms/joomla/frontpage-item-ordering.html

16 September 2010 taking the order it puts the articles in the front page (or landing page) was confusing me. The quick answer is that it is within the menu manager > main menu > menu item section of your Joomla! Admin Panel. Certain Advanced Parameters in your Menu Item...

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

SSRS Repeat Headers in PDF Reporthttps://joellipman.com/articles/microsoft/ssrs/ssrs-repeat-headers-in-pdf-report.html

26 October 2011 Set "FixedData" to "True" if you want the headers to scroll with the report when viewed on the Reporting Server or within your IDE. Set "RepeatOnNewPage" to "True" for the headers to repeat on every generated page.

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

Oracle: order by subquery missing right parenthesishttps://joellipman.com/articles/database/pl-sql/oracle-order-by-subquery-missing-right-parenthesis.html

05 December 2013 In T-SQL and MySQL, this is not so much of an issue. I get this error when having to use an ORDER BY clause in a subquery within an Oracle 11g environment. How? Consider the following: SELECT ps.person_id, ps.person_name, ( select pa.person_reference as...

• Type: Article
• Author: Joel Lipman
• Category: Oracle PL/SQL
• Language: *

Regular Expressions in SQLhttps://joellipman.com/articles/database/regular-expressions-in-sql.html

09 January 2014 perfect. Or in my case, any practice is a start. This article serves as a quick note on how to use regular expressions within SQL statements: How? For the following examples, I am pretending to select rows from a table called `STUDENTS`. Oracle PL/SQL...

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