Advanced Search

Here are a few examples of how you can use the search feature:

Entering this and that into the search form will return results containing both "this" and "that".

Entering this not that into the search form will return results containing "this" and not "that".

Entering this or that into the search form will return results containing either "this" or "that".

Search results can also be filtered using a variety of criteria. Select one or more filters below to get started.

Assuming converted is required, the following 24 results were found.

  1. ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Leadhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-follow-up-and-remind-record-owner-to-convert-lead.html

    article to ensure I never spend this long on such a request again. The brief is: "Follow up when a lead is created and not converted within 1 day send an email and notification to sales person everyday for 3 days then escalate to a specified user". Why?...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  2. Zoho CRM: Update a custom field in line items / product details using REST API v2.1https://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-update-a-custom-field-in-line-items-product-details.html

    = Map(); m_CreateQuote.put("Subject","My Test Quote"); m_CreateQuote.put("Product_Details",l_CrmLineItems); Which when converted and sent in JSON would look something like the following request: { "Subject": "My Test Quote", "Product_Details": [ {...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  3. ZohoCRM: zoho.crm.searchRecords only returns certain recordshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-search-records-only-returns-certain-records.html

    is buried in Zoho documentation and due to the searchRecords function requiring it's 5th parameter which defaults to "not converted" records: =zoho.crm.searchRecords(,,,,,); The solution: The long answer/investigation is getting a JSON response with a...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  4. Joe's Unduplicater (JUD)https://www.joellipman.com/component/content/article/joes-unduplicater.html?catid=53&Itemid=165

    If you need to remove files which are simply the converted versions of music or video files, then this tool asks which folder has the files it will keep and which ones it will send to the Recycle Bin. TESTED ON: - Windows XP, Windows 7 SCREENSHOTS:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Product Documentation
    • Language: *
  5. ZohoCRM GetRelatedRecords INVALID_DATAhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-getrelatedrecords-invalid_data.html

    = 0; v_CountUpdated = 0; l_Pages = {1}; v_PerPage = 1; // // map to retrieve all records (to include approved and converted records, this needs to be specified as the query value) m_IgnoreRestrictions = Map();...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  6. ZohoCRM Client Script: On Change of Dropdown: Subform Rewrite: REST Functionhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-client-script-on-change-of-dropdown-subform-rewrite-rest-function.html

    but here we're going to do it in client script: Additionally, the line items will be sourced from the quote that was converted to the invoice. For this to work, we've mapped a field on the invoice (not a lookup but a text field) which when a quote gets...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  7. ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM recordhttps://www.joellipman.com/component/content/article/zohoflow-zohosign-retrieve-a-zoho-sign-document-request-and-add-attachments-to-crm-record.html?catid=138&Itemid=165

    if(v_DealRef != "") { l_SearchResults = zoho.crm.searchRecords("Deals","(Reference_ID:equals:" + v_DealRef + ")",1,200,{"converted":"both","approved":"both"}); for each r_Result in l_SearchResults { if(!isnull(r_Result.get("id"))) { v_DealID =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Sign
    • Language: *
  8. ZohoCRM & Xero: Function to pull most recent quoteshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-xero-function-to-pull-most-recent-quotes.html

    / Rejected"); m_TranslateStatuses.put("ACCEPTED","Approved by Customer"); m_TranslateStatuses.put("INVOICED","Converted to Sales Order"); m_TranslateStatuses.put("DELETED","Cancelled / Rejected"); // // Xero Tax Rates translated to Zoho Tax Rate (manual...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  9. Joes Quicklist Weblinks (JQW) Downloadshttps://www.joellipman.com/component/content/article/joes-quicklist-weblinks-jqw-downloads.html?catid=105&Itemid=165

    Bug: Strict Standards Issue: New Operator removed for PHP5+. - Fixed Bug: Object without reference: Child object design converted to Object array. - Date Uploaded: Thu, 31st Oct 2013 3.0 - Fixed Bug: Version compatible with Joomla v3 - Enhancement:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Downloads
    • Language: *
  10. AutoHotkey Ternary Operatorhttps://www.joellipman.com/component/content/article/autohotkey-ternary-operator.html?catid=48&Itemid=165

    and exists in most programming languages. For Example, the statement: If (ThisCondition = true) ThisVar:=1 Else ThisVar:=2 Converted to Ternary this would look like: ThisVar:=(ThisCondition = true) ? 1 : 2 I'll add as there are a whole bunch of methods...

    • Type: Article
    • Author: Joel Lipman
    • Category: AutoHotkey
    • Language: en-GB
  11. Zoho Creator: Two submit buttons on a non-stateless form with 2 different redirectshttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-two-submit-buttons-on-a-non-stateless-form.html

    [ = = = ]; } Done: Additional Remember that an integration field on the interface is returned as a string and needs to be converted to a number to be assigned, eg: r_Details = myForm[ID == 1234567980123456789]; r_Details.Account = input.Account.toLong();

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  12. Zoho CRM: searchRecords with sorted resultshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-searchrecords-with-sorted-results.html

    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 of 2025, this method no longer...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  13. Zoho Inventory: Mark a package slip as delivered and shippedhttps://www.joellipman.com/articles/crm/zoho/zoho-inventory/zoho-inventory-mark-a-package-slip-as-delivered-and-shipped.html

    {"code": 4,"message": "Invalid value passed for salesorder_id"}: Not sure about what ended up fixing this one. I think I converted the sales order to an invoice and created a package slip for it. The invoice was then sent (payment=unpaid). Not sure...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Inventory
    • Language: *
  14. ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Reporthttps://www.joellipman.com/component/content/article/zohodesk-zohoanalytics-display-ticket-attachments-in-analytics-report.html?catid=129&Itemid=165

    photos displaying; also supported a PDF export with images instead of URLs. Error(s): 8504. Ensure the columns variable is converted to a string.

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Desk
    • Language: *
  15. Zoho Deluge: Nested Catch Statementshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-nested-catch-statements.html

    and to deal with a scenario which exists for a client of mine. The use-case for my Cx is that they need documents converted from HTML to PDF — as in we send it a bit of code in HTML and we want a PDF file returned. I have severaly instances of an API...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  16. ZohoCRM & Xero: Function to pull most recent invoiceshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-xero-function-to-pull-most-recent-invoices.html

    l_SearchAccounts = zoho.crm.searchRecords("Accounts","Xero_Ref_ID:equals:" + v_XeroContactID,1,2,{"approved":"both","converted":"both"}); for each m_SearchAccount in l_SearchAccounts { if(!isNull(m_SearchAccount.get("id"))) { b_CreateAccount = false;...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  17. Zoho Deluge - Multi-line Variable Assignments and Expressionshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-multi-line-statements-using-semi-colon-termination.html

    How? Below are three examples demonstrating multi-line assignments in Zoho Deluge. 1) Multi-line string concatenation, converted into a map This builds a JSON string over several lines, then converts it into a map so values can be accessed by key....

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  18. Migrate Joomla Users to WordPresshttps://www.joellipman.com/articles/cms/wordpress/migrate-joomla-users-to-wordpress.html

    is for Joomla 1.5.x sites! Note that this article is for Joomla 1.5.x sites to be converted to Wordpress 3.2.x sites. I started with a Joomla 1.5 as the move from Joomla 1.6 or greater is a lot easier since it uses nested categories like Wordpress....

    • Type: Article
    • Author: Joel Lipman
    • Category: Wordpress
    • Language: en-GB
  19. Mediawiki Extension for Camtasia Studio SWF videoshttps://www.joellipman.com/articles/cms/mediawiki/mediawiki-extension-for-camtasia-studio-swf-videos.html

    customization. Our screen recorder was also not displaying the captions of the video unless it was an AVI file that we converted to FLV. The quality was horrible. Then we moved to Camtasia Studio where their videos were displaying in good quality but as...

    • Type: Article
    • Author: Joel Lipman
    • Category: MediaWiki
    • Language: en-GB
  20. SSIS Convert a string into a datehttps://www.joellipman.com/component/content/article/ssis-convert-a-string-into-a-date.html?catid=74&Itemid=165

    (3833) to column "This_Date" (3932). The conversion returned status value 2 and status text "The value could not be converted because of a potential loss of data.". Error: SSIS Error Code DTS_E_INDUCEDTRANSFORMFAILUREONERROR. The "component "Extract...

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