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 single-line text field Adapt the query for unique values in a lookup field 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....

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

Zoho Deluge: Regex Rounding and/or Removing Trailing Zeroshttp://www.joellipman.com/articles/crm/zoho/zoho-deluge-regex-rounding-and-or-removing-trailing-zeros.html

08 February 2022 that pretty to look at: Instead, could they have 10% to display instead of 10.00%, and display 12.5% instead of 12.50%. Well there might be a longer solution without using a regular expression (regex), as in check for the decimal point, check each digit...

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

Zoho CRM: searchRecords with sorted resultshttp://www.joellipman.com/articles/crm/zoho/zoho-crm-searchrecords-with-sorted-results.html

10 February 2022 to the API Name of the module you want to search. Method #1: zoho.crm.searchRecords() Contrary to the documentation saying there are only the approved and converted values supported in additional parameters, I find the below works in CRM just fine: As...

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

GoDaddy Apache cPanel: Install SSL Certificatehttp://www.joellipman.com/articles/linux/cpanel/godaddy-apache-cpanel-install-ssl-certificate.html

07 April 2022 certificate seems to require re-installing each year despite it's expiry in a couple years time. The first time I did it, there were more steps; the second time I just did as per the below. If I ever have to do the long process again, I'll add it to...

• Type: Article
• Author: Joel Lipman
• Category: cPanel
• 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 even Zoho themselves 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...

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

ZohoRecruit: Create Linking Table for Candidates and Associated Job Openingshttp://www.joellipman.com/articles/crm/zoho/zohorecruit-create-linking-table-for-candidates-and-associated-job-openings.html

08 February 2023 use so as to create unique records The connection Within any syntax editor of ZohoRecruit (where you type the deluge code), there will be a "Connections" in the top grey bar that you should click on and create a connection with the scopes that you want...

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

Zoho CRM: ZDK Client Script: Auto-Select Pipeline based on User Departmenthttp://www.joellipman.com/articles/crm/zoho/zoho-crm-zdk-client-script-auto-select-pipeline-based-on-user-department.html

16 October 2023 when staff create a deal/opportunity record in CRM, the pipeline is automatically pre-selected based on the user. How? So there's a bit of a pre-amble for setting up the fields, we'll then use a client script to automatically read the user's record,...

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

Zoho Analytics & Zoho People: Monitor DataSource Sync http://www.joellipman.com/articles/crm/zoho/zoho-analytics-zoho-people-monitor-datasource-sync.html

02 July 2024 {"Joel Lipman Support Desk "}; v_Subject = "URGENT: Sync Between Zoho People and Zoho Analytics Failed!!!"; v_Message = "Hi there! This is an email to advise that the synchronization between your Zoho People and Zoho Analytics instances failed. The last...

• 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 to historical records This snippet uses COQL to find me all the deals where the tag is empty but the contact record wasn't. There is an additional/repeat action to add tags; the first attempts to copy over the color on a new tag; the second is if this...

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

Zoho CRM: Remove Duplicate Product Recordshttp://www.joellipman.com/articles/crm/zoho/zoho-crm-remove-duplicate-product-records.html

07 March 2025 during development, especially when we have products imported via a feed or API or simply by staff and their spreadsheets. There is a deduplication feature for leads and contacts but not for products. How? There may be a better way of doing this. What...

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

Search and Replace in a MySQL Databasehttp://www.joellipman.com/articles/database/mysql/search-and-replace-in-a-mysql-database.html

17 March 2010 and says why are you doing it like that? My justification is that the job has to be done no matter what. If you've ever sat there with phpMyAdmin or a MySQL Administration Tool (like Navicat or SQLYog), and still there at night editing each field so...

• Type: Article
• Author: Joel Lipman
• Category: MySQL
• 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

Strip HTML in MySQLhttp://www.joellipman.com/articles/database/mysql/strip-html-in-mysql.html

06 December 2011 From a MediaWiki CMS to a SaaS called Service-Now. The previous interlinking between images could no longer be used. How? There were a few functions out there. One called "strip_tags" crashed in the running of the query. The function that did work...

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

SSRS No Delay for First Report of the Dayhttp://www.joellipman.com/articles/microsoft/ssrs/ssrs-no-delay-for-first-report-of-the-day.html

11 April 2014 60 seconds to get with it and display the report. Any subsequent running of the report loaded it almost immediately. How? There are a few options out there but this one made a noticeable difference. Applicable to the server, it will affect all reports...

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

SSRS Display question mark when date is blankhttp://www.joellipman.com/articles/microsoft/ssrs/ssrs-display-question-mark-when-date-is-blank.html

15 April 2014 I have a column in an SSRS report which displays a date. Being rather pernickety, I would like a question mark to display if there is no date to populate the field. Why? At the moment, the expression in there is something like this:...

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

Forgotten Super User Password in Joomla 2.5.x - 3.xhttp://www.joellipman.com/articles/cms/joomla/forgotten-super-user-password-in-joomla.html

06 February 2015 (where #_ is the prefix to your joomla tables) Find the column password and the row of your known user and Copy the text there Find the row of your forgotten user and Paste the text there. Test by logging in as the forgotten user Done

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

Zoho Deluge - Pad with leading Zeroshttp://www.joellipman.com/articles/crm/zoho/zoho-deluge-pad-with-leading-zeros.html

07 February 2020 There may be other articles out there documenting this but I can't keep trying to find these in Google so referring to my own website, this is a doddle for me to find each time. Why? I have to do this so often that it deserves an article. Though writing...

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

Zoho Deluge: Nested Catch Statementshttp://www.joellipman.com/articles/crm/zoho/zoho-deluge-nested-catch-statements.html

04 February 2025 the Cx business halts. In order to add a bit of clustering, we have added a bit of code for it to try one server first, if there is any kind of an error with that server, it tries a second server... We now want to add a third server to try if the first...

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

Zoho Creator: isBlank and isNull: Before or After?http://www.joellipman.com/articles/crm/zoho/zoho-creator-isblank-and-isnull-before-or-after.html

10 February 2025 really quick article to test when to use isNull and isBlank. Why? So I've noticed that looking at people's Zoho Deluge code, there will often be a check on a null before or after the variable: if(v_Test.isBlank()) {... } VS if(isBlank(v_Test)) {... }...

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

Zoho CRM: Client Script Confirmation Box and Popup Mailerhttp://www.joellipman.com/articles/crm/zoho/zoho-crm-client-script-prompt-and-popup-mailer.html

06 February 2024 [{ email: 'no-reply@joellipman.com', label: 'Copy for myself' }], subject: 'Greetings from the Joel Lipman team!', body: 'Hi there! I\'m the very model of a modern major general. Bye. the Team.' }); } } } catch (e) { // return error (don't display it,...

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