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  1. Zoho Recruit: Rollup Number of Recruit Candidates to CRM Accounthttps://www.joellipman.com/articles/crm/zoho/zoho-recruit/zoho-recruit-rollup-number-of-recruit-candidates-to-crm-account.html

    it was helpful on the CRM record to see how many candidates had been placed at this particular CRM Account. We added several fields which get populated when a candidate was modified in ZohoRecruit. How? As mentioned, we're going to update several fields...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Recruit
    • Language: *
  2. 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

    took into account "Delivery" as 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...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *
  3. ZohoCRM: Integrate ChatGPT to ZohoZIAhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-integrate-chatgpt-to-zohozia.html

    ideas from my previous article for ZohoCliq; let's use what we know to develop a ZohoZIA for a demo system. There are several steps, so first we will set up the ZIA action "Ask ChatGPT" using the GUI, then we will capture the question using Deluge code...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  4. Convert XML UTF-16 to JSON UTF-8 with PHP cURLhttps://www.joellipman.com/articles/cms/website-development/php/convert-xml-utf-16-to-json-utf-8-with-php-curl.html

    Links XML parsing in PHP convert xml to json php curl utf16_decode PHP Manual: curl-setopt Well this is my stop. It's being several hours that for others could have taken a several minutes if you knew where to look. My aim was to convert UTF-16 received...

    • Type: Article
    • Author: Joel Lipman
    • Category: Personal Home Page
    • Language: en-GB
  5. Change div height to fit contenthttps://www.joellipman.com/articles/cms/website-development/css/change-div-height-to-fit-content.html

    on how a heading fits on a page. What? I have a heading like this: The code of this is: A long heading that wraps over several lines When I shrink the browser, I get a heading like this: I want this to happen: The code of this is the addedn...

    • Type: Article
    • Author: Joel Lipman
    • Category: Cascading Stylesheets
    • Language: *
  6. Forum Ruleshttps://www.joellipman.com/component/content/article/forum-rules.html?catid=50&Itemid=165

    Breaking rules result in punishments. There are several types of punishments: Warning - This is where a public announcement is made that mentions your name and that you have broken a rule. I will determine whether you knew what you were doing was wrong...

    • Type: Article
    • Author: Joel Lipman
    • Category: Static Items
    • Language: *
  7. Joes FREE Website Thumbnailer (JWT)https://www.joellipman.com/component/content/article/joes-free-website-thumbnailer.html?catid=53&Itemid=165

    testing). Options/Features Source Browser Size: Sets what the original picture dimensions are. Output Thumbnail Size: Only several presets but there are free image editors out there that will batch convert your images: 150x100, 200x150, 300x200, and 1:1...

    • Type: Article
    • Author: Joel Lipman
    • Category: Product Documentation
    • Language: *
  8. Joes Quicklist Weblinks (JQW)https://www.joellipman.com/component/content/article/joes-quicklist-weblinks-jqw.html?catid=53&Itemid=165

    thumbnails? The authorized group to generate new thumbnails USED TO BE Administrators or Super Admins/Users. Due to several requests, the module has been modified to accommodate any Joomla! group (specified in the parameters). It is NOT RECOMMENDED to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Product Documentation
    • Language: *
  9. Joes Search Module (JSM)https://www.joellipman.com/component/content/article/joes-search-module-jsm.html?catid=53&Itemid=165

    weblinks To determine yours, do a standard search on your website and check the search results page. There should be several additional options to your search that will be displayed under the "Search Only:" heading and then a list of components. Find...

    • Type: Article
    • Author: Joel Lipman
    • Category: Product Documentation
    • Language: *
  10. Zoho Deluge - Generate 5 Letter Booking Retrieval Codehttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-generate-5-letter-booking-retrieval-code.html

    This is a quick article on how to generate a 5 letter code from several functions: one which returns 5 randomly selected characters and another two which convert a number to 5 letters. Why? Zoho doesn't have a function to generate random numbers or...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  11. Zoho Deluge: Associate/Link an Invoice to a Sales Orderhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-associate-link-an-invoice-to-a-sales-order.html

    find any search result via Google or DuckDuckGo (can't say for Bing, I never get around to searching that). This took several hours but it is possible, I was just about to give up even after having spoken to Zoho Support... And then I started updating...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  12. Zoho Deluge: Search Records with Special Characters (COQL)https://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-search-records-with-special-characters-coql.html

    me and sometimes it won't. Escaping the ampersand with a backslash or url encoding to %26 wasn't working for me. I spent several hours trying to write a script that could search for the existing records by company name. The issue is that if you use...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  13. Zoho Creator: info/alert/modal/popup notification for any userhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-info-alert-modal-popup-notification-for-any-user.html

    !important;} .fa.fa-close::before,.fa.fa-close::after{background:#999 !important;} 2. Trigger the notification There are several ways to display this as a popup, the first use example is on report workflow (click of a button in a report row) but I've...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  14. Zoho Creator: Set Up Custom Domain for Customer Portalhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-set-up-custom-domain-for-customer-portal.html

    as little time as possible of the third-parties involved, plus the documentation online was in parts and requires going to several pages across the Internet. Here I have 1 page and 1 article documenting the process. How? I'm breaking this down into 3...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  15. Zoho Deluge: Post a multi-dimensional or nested array to a 3rd-party APIhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-post-a-multi-dimensional-or-nested-array-to-a-3rd-party-api.html

    since sent something similar to an API expecting nested arrays (not sure if they were PHP) and it works. Why? This took me several days and in the end only going through various forums and documentation, I found a solution which worked for me. Note that...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  16. Zoho CRM: Get Unique Values of a Text Fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-get-unique-values-of-a-field.html

    } ], "info": { "count": 200, "more_records": true } } Which isn't what I want because it has returned the same currency several times and thinks they're unique/distinct because the IDs of each quote record are different. Having spoken to Zoho and raised...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  17. Zoho Creator/Deluge: Calculating with Timezone Offsethttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-deluge-calculating-with-timezone-offset.html

    > Date and Time Settings); so as soon as you try to insert a date time and perhaps accompany that value with a timezone, several calculations happen in real-time making it really difficult to extract and use. The key trick I used was to actually use a...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  18. Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile)https://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-using-a-function-for-validation-rules.html

    an article. The ability to block field picklist options from being selected based on the profile of a user. Why? There were several alternatives we considered beforehand which still didn't fit the requirement: A client's first-line agents would have a...

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

    An article on something that has taken me several days to get working: Get Zoho Books or Zoho Inventory that when an invoice is marked as paid, update 2 custom fields with the Payment Method, and the Payment Date. Why? This was requested by a customer...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  20. ZohoCRM: Import Attachmentshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-import-attachments.html

    The Attachments folder must contain no subfolders and only unique filenames herein. Perhaps if you were doing this over several imports, you could use the same filenames, I didn't try this, instead my program generates a unique MD5 for each file with...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
Results 1 - 20 of 39