ZohoCRM: Template: not being able to edit a text boxhttp://www.joellipman.com/articles/crm/zoho/zohocrm-template-not-being-able-to-edit-a-text-box.html

25 January 2022 This is a bit of an odd article with not 100% certainty on what the cause/outcome would be for your case but worked for us. This documents the steps taken to edit/modify the header on a sales order inventory template. Why? A client raised an issue that...

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

Zoho Deluge: a HTML Entity Decoderhttp://www.joellipman.com/articles/crm/zoho/zoho-deluge-a-html-entity-decoder.html

27 January 2022 A very quick article to document a HTML Entity decoder in Zoho Creator. Why? Sometimes when receiving data from a third-party, we may receive some strings containing "&" or " " and obviously want to display these as decoded HTML entities. (Zoho if...

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

Zoho CRM: Template: Empty Space between Header and Line Itemshttp://www.joellipman.com/articles/crm/zoho/zoho-crm-template-empty-space-between-header-and-line-items.html

03 February 2022 A very quick article on how to deal with an issue where a CRM template has been used and where the table of line items appears on a separate page (and to remind me of the CSS to fix this). Why? By default / out-of-the-box / vanilla, in a Zoho CRM...

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

Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile)http://www.joellipman.com/articles/crm/zoho/zoho-crm-using-a-function-for-validation-rules.html

11 February 2022 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: *

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

24 March 2010 Basically if you've just started using "incognito" mode with the Google Chrome web-browser, this article is just how to switch the quick launch shortcut (next to your start button). All the articles I googled were windows vista so I thought I'd share...

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

MySQL Oracle equivalentshttp://www.joellipman.com/articles/database/mysql-oracle-equivalents.html

27 September 2010 title of this article implies something rather odd and upcoming considering that Sun Microsystems bought MySQL and Oracle bought Sun. But in fact, this is just a quick list of some regular commands in MySQL that I need in Oracle: Objective MySQL Oracle...

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

SSRS Use T-SQL Like with a Parameterhttp://www.joellipman.com/articles/microsoft/ssrs/ssrs-use-t-sql-like-with-a-parameter.html

04 April 2011 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

Set default parameter dates to start and end of monthhttp://www.joellipman.com/articles/microsoft/ssrs/set-default-parameter-dates-to-start-and-end-of-month.html

05 April 2011 particular date. Solution Easy for some but anything that I spend 30 minutes googling and reading up on is asking for an article on my own site. Besides this is how I did it and what worked for me... Set the default values for your from and to date...

• Type: Article
• Author: Joel Lipman
• Category: SQL Server Reporting Services
• Language: *

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

03 June 2011 I've started 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...

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

Increase Recent Documents Number in Windows XPhttp://www.joellipman.com/articles/microsoft/windows-os/increase-recent-documents-number.html

28 July 2011 Just a quick note here. This is an article based on the REG file from Kelly's Korner (@www.kellys-korner-xp.com/xp_tweaks.htm). I'm not fond of downloading REG files and running them even if I have checked what it's doing. I'm putting a note here just...

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

Zoho Creator: Radio group into Calendar Carouselhttp://www.joellipman.com/articles/crm/zoho/zoho-creator-radio-group-into-calendar-carousel.html

09 March 2022 Another article on styling a radio group to become a weekly calendar carousel. In that a radio group displays the days of the week with arrows allowing the user to select the next or previous week. This is a follow on from my other articles on restyling...

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

Zoho CRM & Creator: Download attachment and upload to Creator file fieldhttp://www.joellipman.com/articles/crm/zoho/zoho-crm-creator-download-attachment-and-upload-to-creator-file-field.html

11 March 2022 A super quick article on how to download an attachment from CRM and upload to a "file upload" field in Creator. Why? My use case here is that we are creating a Creator app that will show the attachments on a CRM contact record (and be clickable). The...

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

Zoho CRM & Zoho Inventory: Upload Image to Item Record using Delugehttp://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-inventory-upload-image-to-item-record.html

21 June 2022 A quick article on how to upload an image to the product/item listing in Zoho Inventory. Why? We're enhancing the out-of-the-box integration from eBay to Zoho Inventory bespoke for a customer. We want the photo on eBay to be downloaded and uploaded to...

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

Amazon Kindle: Send PDFs to your Kindlehttp://www.joellipman.com/amazon/kindle/amazon-kindle-send-pdfs-to-your-kindle.html

29 June 2022 This is an article taken from https://goodereader.com/blog/kindle/here-is-how-you-can-read-pdf-files-on-the-amazon-kindle which I wanted to take note of as it is a process that worked at time of print (6 June 2022) and I wanted to make sure it didn't...

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

Zoho Inventory: Mark a package slip as delivered and shippedhttp://www.joellipman.com/articles/crm/zoho/zoho-inventory-mark-a-package-slip-as-delivered-and-shipped.html

14 July 2022 A quick article on a code snippet to mark a package as shipped and delivered in Zoho Inventory. Why? As usual, any task like this that takes me longer than an hour, I'd like to document for future use. The use-case is the client has their own delivery...

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

Zoho Desk: Re-enable Desktop Notifications after clicking on "Not Now"http://www.joellipman.com/articles/crm/zoho/zoho-desk-re-enable-desktop-notifications-after-clicking-on-not-now.html

20 July 2022 This is a quick article to re-enable desktop notifications after having been prompted initially and having clicked on "Not Now". Why? I'm not sure when this prompt is supposed to prompt you again. A client of ours had accidentally clicked on "Not Now"...

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

Zoho Books/Inventory: Trigger a workflow when an invoice has been paidhttp://www.joellipman.com/articles/crm/zoho/zoho-books-inventory-trigger-a-workflow-when-an-invoice-has-been-paid.html

17 August 2022 An article on something that has taken me several days to get working: Get Zoho Books or Zoho Inventory that when an invoice is marked as paid, update 2 custom fields with the Payment Method, and the Payment Date. Why? This was requested by a customer...

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

Zoho Creator: Populate a Multi-Lookuphttp://www.joellipman.com/articles/crm/zoho/zoho-creator-populate-a-multi-lookup.html

18 August 2022 This is a very quick article with a code snippet on how I added to a multi-lookup field. Why? Using a multi-line or text is possibly a quicker solution and when using a desktop interface, you can parse the multi-line into a nice HTML table. But on a...

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

ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM recordhttp://www.joellipman.com/articles/crm/zoho/zohoflow-zohosign-retrieve-a-zoho-sign-document-request-and-add-attachments-to-crm-record.html

17 October 2022 This is an article describing a custom function built into Zoho Flow that will accept as parameter the document_id and request_id. It then retrieves the Deal Reference (entered by an office signee) on the ZohoSign document and searches for the relevant...

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

Zoho Recruit: Rollup Number of Recruit Candidates to CRM Accounthttp://www.joellipman.com/articles/crm/zoho/zoho-recruit-rollup-number-of-recruit-candidates-to-crm-account.html

19 October 2022 This is a quick article to note down some code used in Zoho Recruit. This particular bit of code will run on a workflow when a Candidate is modified, and it tallies all the candidates belonging to the same school and updates some number fields on the...

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