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 customers is required, the following 27 results were found.

  1. Zoho Creator/Deluge: Calculating with Timezone Offsethttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-deluge-calculating-with-timezone-offset.html

    or the system calendar that the appointment is at 10am. How? So adding a datetime field and calling this one the "Customers Appointment Time" is the wrong first step. Reason being is that datetime fields hold the time zone they are set in (ZohoCreator >...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  2. Zoho Creator: Shopify API Integration Oauth 2.0 - Update 2022 (Search by SKU GraphQL)https://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-shopify-api-integration-oauth-2-0-update-2022.html

    with a pre-built description, tags and inventory details. This means the app needs to be able to sync all of its products, customers, and orders with Shopify as a 2-way integration as the Zoho app needs information from additional apps installed on the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  3. Zoho Analytics: Determine profits from invoices and purchase ordershttps://www.joellipman.com/articles/crm/zoho/zoho-analytics/zoho-analytics-determine-profits-from-invoices-and-purchase-orders.html

    + (MAX(if_null(t2."Credit Margin incl Tax", 0)) / MAX(t3."InvCount")) AS "Profit incl Tax" FROM "Invoices" i LEFT JOIN "Customers" c ON c."Customer ID" = i."Customer ID" LEFT JOIN "Account Managers" absp ON absp."Customer ID" = c."Customer ID" LEFT...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *
  4. Zoho Creator: Find Duplicates by Customer Name for Large Datasetshttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-find-duplicates-by-customer-name-for-large-datasets.html

    of developers actually helped me solve this one as I was slowly dispairing... The Plan Get a list of all unique/distinct Customers Get a list of all Customers Remove the list of unique ones from the "all" list to be left with just the duplicates. The...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  5. What's the problem? Amusing computer issueshttps://www.joellipman.com/articles/cms/website-development/whats-the-problem-amusing-computer-reports.html

    you may want to avoid reading the rest of this article in case you're easily offended. It's just an amusing stab at customers computer issues. Note that most of the below were remote support jobs so we weren't there in person and could only see the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Web-Development
    • Language: *
  6. Stop Excel Row Height Self-Adjust on Refreshhttps://www.joellipman.com/component/content/article/stop-excel-row-height-self-adjust-on-refresh.html?catid=110&Itemid=165

    new lines (the "CHAR(10)" as with other cell data). Quite a lot of spacing (the height of one text line), but our customers were complaining it became too convoluted and cramped when refreshing data and preferred the end result with this change. Note on...

    • Type: Article
    • Author: Joel Lipman
    • Category: Excel
    • Language: en-GB
  7. Checklist for the local computer repairshttps://www.joellipman.com/component/content/article/checklist-for-the-local-computer-repairs.html?catid=116&Itemid=165

    while recovering from the backup I’d made silently. I guess it’s part of the “underpromise/overdeliver” thing… but several customers were intensely relieved when I was able to “work my magic” and save their business/thesis/whatever.″ Rates: Charge...

    • Type: Article
    • Author: Joel Lipman
    • Category: IT Support
    • Language: *
  8. GDPR Privacy Policyhttps://www.joellipman.com/component/content/article/gdpr-privacy-policy.html?catid=50&Itemid=165

    • Type: Article
    • Category: Static Items
    • Language: *
  9. Zoho Deluge: Zoho Bookings Get Available Slotshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-zoho-bookings-get-available-slots.html

    within Creator. This one focuses on getting the available slots. Why? This is for a Creator app which had a form to allow customers to make a booking based on the configuration and appointments in a ZohoBookings instance. How? The getAvailableSlots...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  10. Zoho Books: Display Sales Order Shipping Address on Package Sliphttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-books-display-sales-order-shipping-address-on-package-slip.html

    > Preferences > Packing Slip Settings > and Enable "Delivery To": Then change the Shipping Address Format either under "Customers and Vendors" (although this applies to all templates) or under the specific template. I wanted to do this for just the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  11. Zoho Books/Inventory: Trigger a workflow when an invoice has been paidhttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-books-inventory-trigger-a-workflow-when-an-invoice-has-been-paid.html

    had added 3 custom fields: Payment Method, Payment Date, and Last Four Digits. They needed these because sometimes their customers needed to know what card they had paid with (if paid by card). The customer wanted payment method and payment date to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  12. ZohoAnalytics: Pivot Campaigns vs Contactshttps://www.joellipman.com/articles/crm/zoho/zoho-analytics/zohoanalytics-pivot-campaigns-vs-contacts.html

    example of an ANSI-SQL (ZohoSQL) query pivoting campaign results vs contacts. Why? Simply the client wanted a report on customers on each row and then the campaigns as columns. What we want: Contact Name Lead Source Campaign 1 Campaign 2 Campaign 3...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *
  13. Zoho: Email Deliverability / SPF / DKIM / DMARC / Toolkithttps://www.joellipman.com/articles/crm/zoho/zoho-other/zoho-email-deliverability-spf-dkim-dmarc-toolkit.html

    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 deliverability for a customer:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Other
    • 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

    and then to push the attachment from ZohoDesk to ZohoAnalytics using the API. The use-case here is that a client wants customers to submit ZohoDesk tickets and upload photos of the problematic product to the ticket. They then want an Analytics report to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Desk
    • Language: *
  15. ZohoCreator: Basic Widget with Zoho Datahttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zohocreator-basic-widget-with-zoho-data.html

    of March 2024 ZOHO.CREATOR.init() .then(function(data) { var config = { appName : "joes_quote_builder", reportName : "All_Customers", id : "123456789012345678" } ZOHO.CREATOR.API.getRecordById(config) .then(function(response) {...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  16. Zoho Creator: Render to PDF with margins and page numbershttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-render-to-pdf-with-margins-and-page-numbers.html

    like every other business. Page of Copyright © My Company Ltd. All Rights Reserved. Additional Notes to Self: Some customers will want a column for VAT/Tax (Display amount and then percentage beneath in smaller) Line Item Totals have been added to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  17. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Signhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-zoho-sign-send-crm-merged-template-for-zoho-sign.html

    "ZohoSign Documents", download the attachment Go back to the contact record, and upload the file to the attachment... Some customers say this is unworkable and takes far too long, especially the part of adding the various field placeholders onto the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  18. Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Templatehttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-books-estimates-quotes-accept-decline-buttons-on-template.html

    notification template within ZohoBooks. Why? The use-case is simply that my client wants to make it easier for their customers to accept or decline a quote. Sure there's a portal and you can probably do it from there but this is a one-click accept or...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  19. Zoho Survey & Zoho Analytics: Query to generate individual responses and grouped pageshttps://www.joellipman.com/articles/crm/zoho/zoho-analytics/zoho-survey-zoho-analytics-query-to-generate-individual-responses-and-grouped-pages.html

    The Brief: We would like the survey data to be generated as a chart and embedded in a PDF brochure we send out to our customers... How? Well fulfilling the brief (whether it's the right tool for the job is a different issue), let us synchronize Zoho...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *
  20. Migrate Joomla! 1.5.x to 2.5.x+https://www.joellipman.com/articles/cms/joomla/migrating-from-joomla-15-to-16.html

    been made to avoid the use of functions, stored procedures, temporary tables, etc. This allows broader compatibility and customers who do not have DBAs to run this themselves. Personally I grant the user who will be executing the script full privileges...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
Results 1 - 20 of 27