Zoho CRM: Standard Setup for Tax Rateshttp://www.joellipman.com/articles/crm/zoho/zoho-crm-standard-tax-rate-setup.html

02 September 2021 on the edit icon in the header "Tax" (applies to subtotal). Note: If you do not do the second section as per this article, even having customized the tax rates, when selecting a product that has no tax rates against it and clicking on the edit icon for...

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

Zoho Creator: Prevent Endless Loops On User Input of a Fieldhttp://www.joellipman.com/articles/crm/zoho/zoho-creator-prevent-endless-loops-on-user-input-of-a-field.html

19 September 2021 it is told to update field1. This causes a recursive or endless loop where each field triggers an workflow/automation, even if the value has not changed, to modify another field and vice-versa. This can get more complex when there are a lot of fields in...

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

Zoho Creator: Receive eBay Order Notifications via Webhookhttp://www.joellipman.com/articles/crm/zoho/zoho-creator-receive-ebay-order-notifications-via-webhook.html

20 September 2021 how I got a client's eBay to notify the seller every time a buyer bought a fixed price item. This uses the Trading API even though I'm aiming for the Platform Notifications API... Why? A follow on from my article Zoho Creator: Push to eBay Listings. I...

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

Zoho CRM: Get Unique Values of a Text Fieldhttp://www.joellipman.com/articles/crm/zoho/zoho-crm-get-unique-values-of-a-field.html

08 October 2021 I won't demonstrate how to set up a connector as there is plenty of documentation on the Zoho Official Documentation and even on this website so we'll skip to the COQL query. This is what I have: // // build up COQL query v_CoqlQuery = "select distinct...

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

ZohoCRM & Xero Real-Time Invoices: Receive Webhookhttp://www.joellipman.com/articles/crm/zoho/zohocrm-xero-real-time-invoices-receive-webhook.html

10 January 2022 when an invoice has been paid, but ZohoCRM schedules run only every 2 hours. You can set up 2 schedules: one that runs on even hours and one that runs on odd hours to change this to every hour. It's not enough for some, so the below details on how you...

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

PC Build 2022: 5 Monitors connected to 1 PC using 1 GPUhttp://www.joellipman.com/pc-build-2022-5-monitors-connected-to-1-pc-using-1-gpu.html

12 March 2022 included with the AIO because 7 of the fans would be on the Coolmoon controller hub and I wanted some color (not a lot, not even Storm trooper) amongst the white. Why is this an error? The Coolmoon fans come with screws which barely fit the fans and...

• Type: Article
• Author: Joel Lipman
• Category: Articles
• 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 and "Notes". (not sure which one fixed it but I now add all three): Error(s): Workflow did not trigger and did not receive even the email included in my custom function. Debug Method(s): Go to Settings > Automations > Custom Functions > Select the...

• 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 a separate line item on the purchase order. I'm writing this article as it had gone through several partners before us and even Zoho themselves without a solution. This took my team the best part of two months to find a solution. How? Disclaimer! There...

• 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 } // don't save record? return false; Note(s) Using the following line returns all subform rows, even deleted ones, which is why we didn't use this command in the system. But keeping it for future reference. var l_existingSubformRows =...

• 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 me out!"; } // // add the answer text to the response map m_Response.put("text", v_Answer); // // output return m_Response; Even in test mode or simply starting a Cliq conversation will now yield something like the following: Additional For every chat...

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

Zoho Creator: Find Duplicates by Customer Name for Large Datasetshttp://www.joellipman.com/articles/crm/zoho/zoho-creator-find-duplicates-by-customer-name-for-large-datasets.html

12 July 2023 key to check if there are already records in the system with that key. I can't sit there entering one customer at a time. Even a loop would hit a statement execution limit. Why? My use-case is that I need this done over a dataset of 20k+ contact records...

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

ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Reporthttp://www.joellipman.com/articles/crm/zoho/zohodesk-zohoanalytics-display-ticket-attachments-in-analytics-report.html

05 December 2023 specify the size of the image as well (16x16 is a tad small). Caveat(s): A bit work needs to be done to the code above to prevent attachments from going in twice. You would need to record the attachment ID and only push it to Analytics if Analytics...

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

ZohoCreator: Using .toFile and Uploading to a Creator fieldhttp://www.joellipman.com/articles/crm/zoho/zohocreator-using-tofile-and-uploading-to-a-creator-field.html

25 March 2024 as: f_CSVFile.setParamName("file"); 3700: Unable to upload a file. Please check and try again. If I test my connection or even change how I upload the file, this error no longer appears. This error seems to be at the end of a function which has already...

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

Zoho Webhooks & Shopify API: Keep Disappearinghttp://www.joellipman.com/articles/crm/zoho/zoho-webhooks-shopify-api-automatically-restore.html

22 April 2024 // // store the record in ZohoCreator // I have a custom form in ZC with the fields "Event_Type" (single-line) and "JSON_Payload" (multi-line) m_CreateRecord = Map(); m_CreateRecord.put("Event_Type","Order Update");...

• 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 on the "ZohoAnalytics Image URL" value to copy it into the textbox: Great! Now the next step makes the value into an image. Even if this is filled with URLs for images stored on remote websites, it helps to preview the images. Right-click on the header...

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

Collin Consulting Ltdhttp://www.joellipman.com/component/content/article/collin-consulting-ltd.html?catid=33

29 June 2014 I had no idea how to fix it. My hosting service were no help at all. Worse, I hadn't backed up my website for 18 months so even if Joe managed to retrieve it I expected most of my data to have gone. Joe not only fixed it immediately but all the data was...

• Type: Article
• Author: Webmaster
• Category: Portfolio
• Language: *

Ubuntu as a media serverhttp://www.joellipman.com/articles/linux/ubuntu-as-a-media-server.html

19 September 2009 I'd like to have 1 screen adjustment tool that correctly adjusts both the lmce desktop and the main ubuntu desktop, so even when using the Ubuntu desktop on a TV, the top nav isn't cropped. Any ideas?

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

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

03 August 2010 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 nothing was referring to it). The reason I've...

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

Border settings not saving in SSRShttp://www.joellipman.com/articles/microsoft/ssrs/border-settings-not-saving-in-ssrs.html

24 March 2011 a border and non-empty don't). This was so that a grid would show for empty spaces. I wasn't getting very far because I'd even ask the border to be grey and save the project but when I come back to the setting, it's still black. I found that you have to...

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

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

28 July 2011 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 for me: Start > Run > Regedit > OK Browse to...

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