Zoho CRM / Deluge: Send an email with a CRM Quote using a given CRM templatehttp://www.joellipman.com/articles/crm/zoho/zoho-crm-send-an-email-with-a-crm-quote-using-a-given-crm-template.html

18 August 2022 A noteworthy article in my opinion on how to send a CRM quote record using a template the customer created from a button. Why? Yes you can do this already by going to the record, clicking on the ellipsis or three horizontal dots button in the top right...

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

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

03 November 2022 An article on the reasoning and steps to generate a dataset using Zoho's ANSI-SQL queries to generate the margins of each invoice in ZohoBooks. Why? We need to create a profits/losses dashboard in Zoho Analytics as we can't control the out-of-the-box...

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

Zoho CRM: Manage a subform using Client Scripthttp://www.joellipman.com/articles/crm/zoho/zoho-crm-manage-a-subform-using-client-script.html

09 December 2022 This is an article with a snippet of code demonstrating how to manage a subform using a Zoho CRM Client Script. Why? A client wanted an automation on-the-fly that when selecting a specific value in a field, a row would be added to a subform contained...

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

Zoho Cliq: Integrate OpenAI and ChatGPT 3.5 Turbohttp://www.joellipman.com/articles/crm/zoho/zoho-cliq-integrate-openai-and-chatgpt-3-5-turbo.html

13 February 2023 A quick article on my adaptation of some code posted by Poorvik Palanikumar on the Zoho Community Forums to connect a ZohoCliq to the OpenAI API and ChatGPT... Note that I have another article for those who want to integrate ChatGPT with ZohoZIA. Why?...

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

Zoho Deluge: Get All Orders from eBayhttp://www.joellipman.com/articles/crm/zoho/zoho-deluge-get-all-orders-from-ebay.html

29 March 2023 Following on from my article: ZohoCRM: Get All eBay Active Listings, this is how to get all the orders from a client's eBay. Why? Our use-case is a data migration from eBay to a fresh instance of Zoho Inventory. In this task, we are simply getting a CSV...

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

Zoho: Email Deliverability / SPF / DKIM / DMARC / Toolkithttp://www.joellipman.com/articles/crm/zoho/zoho-email-deliverability-spf-dkim-dmarc-toolkit.html

04 May 2023 A quick article on the SPF & DKIM setup to improve email deliverability from a ZohoApp and methods to check. Why? Not sure how I came across it as most of our customers don't use ZohoMail, but there is a Zoho Toolkit to run some checks on the email...

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

Zoho Books: Generate Bank Text File for Downloadhttp://www.joellipman.com/articles/crm/zoho/zoho-books-generate-bank-text-file-for-download.html

02 October 2023 This is an article to document how we created a button off a Bill record in ZohoBooks which generates a text file to be sent to a bank and downloads it to the staff member's workstation. Why? Why is this a challenge? The file contains bank details and...

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

ZohoCreator: Basic Widget with Zoho Datahttp://www.joellipman.com/articles/crm/zoho/zohocreator-basic-widget-with-zoho-data.html

14 March 2024 A follow on from my article Zoho Creator: Create a Widget which uses JavaScript back from 2020 with a few adjustments now in 2024. This widget will only work within Zoho Creator. If you want a solution which sits on an external website and which talks...

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

Zoho Deluge and Wordpress/WooCommerce API: Get All Productshttp://www.joellipman.com/articles/crm/zoho/zoho-deluge-and-wordpress-woocommerce-api-get-all-products.html

15 April 2024 A quick article on retrieving all the products from a WooCommerce instance on a client's Wordpress website. Why? A client of ours wants the information entered against products in their WooCommerce to display on their estimates in Zoho Books; such as...

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

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

25 July 2024 This is an article to remind me how I did this for a customer and images help visualize the health of the system. Why? The use-case here is to build a system which monitors a Zoho App for when records were last modified and if a synchronization process...

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

Zoho Creator: Input Color Pickerhttp://www.joellipman.com/articles/crm/zoho/zoho-creator-input-color-picker.html

14 October 2024 An article on creating a color picker from a specific palette using an input field of a radio type. Why? At the time of print, this feature is not provided out-of-the-box and getting our users to learn about hexadecimal color references and Red Green...

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

Zoho Deluge: Using Remove Key on a Map and Copying Record Tagshttp://www.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: *

MacOs: Transcribe Training Video using OpenAI Whisperhttp://www.joellipman.com/articles/apple/macos-transcribe-training-video-using-openai-whisper.html

23 June 2025 Just noted this down in case I need to do it again. This article documents how to take a 5.5 hour video (MP4) and have it transcribed by a locally installed AI on a MacOS (running Sequoia 15.1.1). Why? Needed for training videos as a follow-on from my...

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

Zoho Deluge: Connect to Shopifyhttp://www.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: *

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

16 September 2010 Having trouble ordering your frontpage articles? After re-ordering articles wondering where it was 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...

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

Comparing two mediawiki siteshttp://www.joellipman.com/articles/cms/mediawiki/comparing-two-mediawiki-sites.html

17 September 2010 case, I'm comparing my Live and Dev versions of the same MediaWiki site. I want to add the SQL queries I used to this article but I'm in the middle of carrying out this process and it's due in two hours. Checking both MediaWiki have the same article...

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

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

22 November 2013 to: Microsoft Business Intelligence Development Studio 2008 (BIDS) Microsoft SQL Server 2008 R2 What? This article describes solutions to the error: Subscriptions cannot be created because the credentials used to run the report are not stored, or if a...

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

MySQL Updating a database table from another tablehttp://www.joellipman.com/articles/database/mysql/mysql-updating-a-database-table-from-another-table.html

22 October 2014 A quick article on how to populate a database column from another table using a string comparison. Why? I have several database tables which replicate country names and I would rather they all use the ccTLD two letter code. This article was written...

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

VBScript to retrieve Windows Product Keyhttp://www.joellipman.com/articles/microsoft/windows-os/vbscript-to-retrieve-windows-product-key.html

23 September 2015 A quick article with the code to retrieve your product key in Windows 7 with a small VB script file. There are other articles on the web about this but the ones I found returned errors such as WshShell not valid. This article has a working example...

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

SELECT COUNT(DISTINCT name) FROM tablehttp://www.joellipman.com/articles/cms/joomla/select-count-distinct-name-from-table.html

24 September 2015 A quick article to remind me about this issue. Not sure whether it is specific to the Joomla Content Management System, but within the Joomla! CMS, an error 1054 comes up if you use the above statement. Why? The MySQL statement SELECT COUNT(DISTINCT...

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