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  1. Zoho Creator: Change Radio into Tabshttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-change-radio-into-tabs.html

    workflow, I'm calling mine OnLoad Add New Action > Deluge Script: And I add the following to my deluge script, to remove the label "Tabs": v_Css = ""; v_Css = v_Css + ".zc-Tabs-label{display:none !important;}"; v_Css = v_Css + ""; input.Note_CSS =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  2. Zoho Creator: Radio group into Calendar Carouselhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-radio-group-into-calendar-carousel.html

    a SPAN tag surrounding the date number (eg. "Wednesday9March"), which yields the following: Then I get rid of the label with the following CSS: label.zc-Calendar_Day_Select-label{display:none !important;} Then get rid of the round circles for radio...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  3. Zoho Creator: Input Color Pickerhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-input-color-picker.html

    span{padding:0 !important;}"; // get rid of circular inputs v_CssStyle = v_CssStyle + ".zc-Color_Picker .customRadio+label{display:none !important;}"; // float the radio options to the left to be horizontal rather than vertical v_CssStyle = v_CssStyle +...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  4. Zoho Books: Get Invoice Payment Terms via APIhttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-books-get-invoice-payment-terms-via-api.html

    { "payment_terms": [ { "payment_terms_id": "123456000000000123", "payment_terms": 15, "is_default": false, "payment_terms_label": "Net 15" }, { "payment_terms_id": "123456000000000124", "payment_terms": 30, "is_default": false, "payment_terms_label":...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  5. Zoho People: Get Performance Records over APIhttps://www.joellipman.com/articles/crm/zoho/zoho-people/zoho-people-get-performance-records-over-api.html

    Click on "Extend Service" Click on the form you want the data from, in our case "Objectives" (renamed from "Goals") Note the label name in the top right: In our case, the form link name is P_Goals which doesn't feature under the developer space > Zoho...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho People
    • Language: *
  6. 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

    Function: String fn_SendCreditApplication(Int p_ContactID) Label: Fn - Contact - Send Credit Application Trigger: Off a button on the contact record Purpose: Function used by a button off the contact record to send a credit application form for signing...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  7. 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

    Apply the following styling (this will depend on the theme you are using): .zc-Save_and_Close-group .decision-box-field label{ display:none !important; } .zc-Save_and_Close-group label{ cursor:pointer; outline:none; text-align:center !important;...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  8. ZohoBooks: Stripe Terminal Integrationhttps://www.joellipman.com/articles/crm/zoho/zoho-books/zohobooks-stripe-terminal-integration.html

    Function: Map Take_Payment( Map invoice, Map organization, Map user) Label: Take Payment Trigger: On button click Purpose: Preps stripe terminal to take payment for balance of invoice. Inputs: invoice Outputs: - Date Created: 2023-02-24 - Initial...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  9. Zoho Webhooks & Shopify API: Keep Disappearinghttps://www.joellipman.com/articles/else/e-commerce/shopify/zoho-webhooks-shopify-api-automatically-restore.html

    /* ******************************************************************************* Function: fn_Shopify_Webhook_OrderUpdate Label: Shopify - Webhook - Order Update Trigger: Function executed when a webhook from Shopify is sent to ZohoCRM (Order Update)...

    • Type: Article
    • Author: Joel Lipman
    • Category: Shopify
    • Language: *
  10. Creating a Profile Plugin for Joomla 1.6https://www.joellipman.com/articles/cms/joomla/creating-a-profile-plugin-for-joomla-16.html

    to add extra fields to the user forms." PLG_USER_PROFILE5="User - Profile - JoelLipman.Com" PLG_USER_PROFILE5_SLIDER_LABEL="User Profile - JoelLipman.Com" PLG_USER_PROFILE5_FIELD_NAME_REGISTER_REQUIRE_USER="User profile fields for registration and...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: en-GB
  11. Zoho Analytics: Set Up a Widget Displaying Sales Personhttps://www.joellipman.com/articles/crm/zoho/zoho-analytics/zoho-analytics-set-up-widget-displaying-sales-person.html

    to display. Under "Show Value As", select Max Then click on the "Settings" tab and do the following: Under Primary Value - Label, enter the static text you want to display above the sales person (eg. "Sales Person") Alongside the Value field, enter...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *
  12. ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRMhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-zohowriter-generate-rich-email-signatures-in-crm.html

    Function: String fn_Workdrive_HostImage(string p_DownloadImageUrl, string p_WorkdriveFolder) Label: Fn - Workdrive - Host Image Trigger: Off a button / Standalone Purpose: This uploads an image to workdrive and returns a publicly-accessible link/URL for...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  13. ZCRM Client Script: Correct Decimal Fields OnLoadhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zcrm-client-script-correct-decimal-fields-onload.html

    first version of the script: /* ******************************************************************************* Function: - Label: Products - Correct Decimals Trigger: On Products Edit Page (Standard) > Page Event OnLoad Purpose: ZohoCRM only allows up...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  14. Zoho CRM: Client Script Confirmation Box and Popup Mailerhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-client-script-prompt-and-popup-mailer.html

    and confirmation was Yes/true then proceed if (b_Proceed) { ZDK.Client.openMailer({ from: '', to: [{ email: v_ContactEmail, label: v_ContactName }], bcc: [{ email: 'no-reply@joellipman.com', label: 'Copy for myself' }], subject: 'Greetings from the Joel...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  15. Zoho Analytics: Create a Monitoring System with Imageshttps://www.joellipman.com/articles/crm/zoho/zoho-analytics/zoho-analytics-create-a-monitoring-system-with-images.html

    enough on the 1st tab): I'll click on the 3rd tab called "Settings" then on the sub-tab "Image", and click on the button labeled "Choose Image": I'll select "My Library" and click on the square with a plus sign on it to select images from my device: Now...

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

    Function: string standalone.fn_Deal_UpdateRelatedToCancelled() Label: Fn - Customer Deals - Cancel Related Records Trigger: Standalone Purpose: For any deal which is cancelled, cancel its related sales orders. Inputs: - Outputs: - Date Created:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  17. 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

    /* ******************************************************************************* Function: csfn_Invoice_OnEdit_Type Label: csfn_Invoice_OnEdit_Type Trigger: Triggered on an invoice type change Purpose: Prepares the invoice as a deposit invoice or...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  18. ZohoCRM / Client Script / Canvas: Hide Tab based on Pipelinehttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-client-script-canvas-hide-tab-based-on-pipeline.html

    Function: string standalone.fn_Deals_RetrievePipeline(String p_DealID) Label: Fn - Deals - Retrieve Pipeline Trigger: Standalone / REST API Purpose: Function used by a client script to retrieve the pipeline given a deal record id Inputs: Deal Record ID...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  19. 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

    Function: string standalone.fn_Xero_GetInvoices() Label: Fn - Xero - Get Invoices Trigger: Standalone / On-Demand / Callable Purpose: Function to get the first page of most recent invoices from Xero and pull them into ZohoCRM Inputs: - Outputs: - Date...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  20. 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

    Function: string standalone.fn_Xero_MapTaxRates() Label: Fn - Xero - Map Tax Rates Trigger: Standalone / On-Demand Purpose: Function used to map Xero tax rates to Zoho ones Inputs: - Outputs: - Date Created: 2025-10-13 (Joel Lipman) - Initial release...

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