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  1. Zoho Deluge: Get Image Uploaded in Creator Formhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-get-image-uploaded-in-creator-form.html

    forums that do cover this but it takes me so long to find the solution with the right syntax. How? So I'm going to start with 1 method and then update this article with other methods. Method #1: Display and access without login So the quickest is to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  2. Zoho Creator: Button on Report for Merging Multiple Selected Recordshttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-button-on-report-for-merging-multiple-selected-records.html

    = Partners_Quote[ID == r_Quote.ID];. In the example below, this is a merging process of each quote which only contains 1 line item and not a subform of line items. You could adapt the following to also loop through a subform found on each record but for...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  3. Zoho CRM: Mapping a Multi-User or Multi-Lookup field using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-mapping-a-multi-user-or-multi-lookup-field-using-deluge.html

    of the linking module: Go to setup > Developer Space > functions. Create a standalone function called "Test". Type in line 1: r_Record = zoho.crm.getRecords then press Enter (DO NOT START TYPING FOR A MODULE NAME - LET THE SYSTEM POPUP YOUR OPTIONS AS...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  4. Zoho CRM & Zoho Books: Custom Related Lists Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-crm-zoho-books-custom-related-lists-deluge.html

    "\")&&(UpdateClick==\"Yes\")"; r_SearchResults = zoho.creator.getRecords(v_OwnerName,v_AppLinkName,v_ViewLinkName,v_Condition,1,100,"joels_connection"); v_ResponseCode = ifnull(r_SearchResults.get("code"),500).toLong(); // // if found records...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  5. ZohoCRM to ZohoBooks: Please ensure that the shipping_address has less than 100 characters.https://www.joellipman.com/articles/crm/zoho/zoho-books/zohocrm-to-zohobooks-please-ensure-that-the-shipping_address-has-less-than-100-characters.html

    in Zoho Books. Why? You might think the following request to create a Sales Order in Zoho Books would be enough: { "date": "2021-09-08", "zcrm_potential_id": "123456789012345678", "currency_code": "GBP", "reference_number": "Salespersons Test...

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

    and in my Sales Order: BILLING ADDRESS SHIPPING ADDRESS ------------------- ------------------- Test Company Joels PO Box 1 Test Street 1 Different Street Test City Another City Test State Test Zip Another State Another PostCode Test Country A different...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  7. Zoho CRM & Zoho Writer: Button to Merge Template, Send, and Attachhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-zoho-writer-button-to-merge-template,-send,-and-attach.html

    will return to you the templates and the field references: r_Templates = invokeUrl [ url: "https://zohoapis.com/writer/api/v1/templates" type: GET connection: "joels_connector" ]; info r_Templates; // // yields something like: /* { "total_count": 5,...

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

    sorting feature differently. This article is an effort to find clear and working solutions. It is working again as of 2022-02-10. How? Two methods listed here, the standard searchRecords() and then the getRecords() functions: Set the record ID to your...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  9. 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

    agents also wouldn't help as some of the options should be selectable. Two separate fields weren't quite right either: 1 as read-only (permission only to higher level) and 1 picklist as selectable means that the first-line agent would be referring to 2...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  10. ZohoCRM: Get Organization Business Hours using Deluge/APIhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-get-organization-business-hours-via-deluge-api.html

    "Wednesday", "Thursday", "Friday", "Saturday" ], "custom_timing": [ { "days": "Monday", "business_timing": [ "7:00", "18:00" ] }, { "days": "Thursday", "business_timing": [ "7:00", "18:00" ] }, { "days": "Friday", "business_timing": [ "7:00", "18:00" ]...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  11. 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

    list of unique ones from the "all" list to be left with just the duplicates. The Code v_CountDiscrepancies = 0; // l_Customers1 = Customer[ID != 0].distinct(Customer_Name); l_Customers2 = Customer[ID != 0].Customer_Name.getAll(); //...

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

    WorkDrive.organization.READ, WorkDrive.teamfolders.ALL, WorkDrive.links.ALL, WorkDrive.DataTemplates.READ Date Created: 2023-12-05 (Joel Lipman) - Initial release - Uploads an image to workdrive and returns the public link Date Modified: ??? - ???...

    • 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

    Page (Standard)" Module is "Products" Layout is "Standard" Event Type is "Page Event" Event is "onLoad" Click "Next" Method 1 This includes a function which counts the number of decimals. I didn't need to use this method for my client; just rounding the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  14. 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

    and when they complete it, the PDF version gets attached to their contact record... all from one click of a button: Scenario 1: Credit Application: Template exists in ZohoSign Very quickly, let's go over the implementation plan for this scenario (where...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  15. Zoho Deluge: Using Remove Key on a Map and Copying Record Tagshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-using-remove-key-on-a-map.html

    is an existing tag with the same name), then it only copies over the name: v_TotalCount = 0; v_TotalProcessed = 0; v_PerPage = 100; v_CoqlQuery = "select id, Contact_Name.Tag 'Tag' from Deals where Tag is null and Contact_Name.Tag is not null order by...

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

    Analytics to produce an Objectives report with the requested columns. Inputs: int p_RecordID Outputs: - Date Created: 2025-09-18 (Joel Lipman) - Initial release Date Modified: ??? - ???...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho People
    • Language: *
  17. Uninstalling AEC Central and installing Community Builderhttps://www.joellipman.com/articles/cms/joomla/uninstalling-aec-central-and-installing-community-builder.html

    then there is no need for AEC anymore. For this we're basically going to follow the AEC installation instructions backwards. 1. Go to your admin panel (back-end) 2. Extensions > Plugin Manager 3. Go to the bottom and change the display # dropdown to ALL...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
  18. Lazy stats: Yootheme / Gavick Pro / Rocket Theme Comparisonhttps://www.joellipman.com/articles/cms/joomla/lazy-stats-yootheme-and-gavick-pro.html

    try adding to this article. But here's some lazy stats: Package Comparison Table Personal Business Developer YooTheme 3 months 1 license Unlimited YOOtools 39 € ($53) 12 months 3 licenses Unlimited YOOtools 79 €* ($106) 12 months Unlimited licenses...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
  19. Joomla article modal with clear buttonhttps://www.joellipman.com/articles/cms/joomla/joomla-article-modal-with-clear-button.html

    to Joomla 1.6+ What? This is an article to describe how to add an article modal button in the Joomla Admin Panel (at time of print version 2.5.6) of your component including the all important clear button. What I found was that no one posted this...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: en-GB
  20. Protecting your Joomla Administrator Sectionhttps://www.joellipman.com/articles/cms/joomla/protecting-your-joomla-administrator-section.html

    # note the .. to indicate parent directory for admin images (joomla 3.x) RewriteCond %{HTTP_COOKIE} !JoomlaAdminSession=1234567890 # change this to the code to match the above PHP script RewriteRule .* - [L,F] How-to-use: Browse to the folder you...

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