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Assuming added is required, the following 114 results were found.

  1. Zoho Books: Error 7008: There are no contact persons associated with this Invoicehttps://www.joellipman.com/articles/crm/zoho/zoho-books/zohobooks-error-7008-there-are-no-contact-persons-associated-with-this-invoice.html

    key here is that there were no contact persons on the customer record. Instead, when building the invoice, this had to be added (don't ever remember having to do this) as contact_ids (array/list). Instead the below script will show you how to use this...

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

    for future use might save me some time. The following is the early version of a JS widget used for a customer and before I added all the layers of complexity, I want to have here an example that demonstrates a basic search on a table of data and returns...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  3. 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

    } if(c_Quote.Email != null) { v_Email = c_Quote.Email; } v_QuoteDate = c_Quote.Modified_Time.toString("dd-MMM-yyyy"); c_AddedBy = Staff[Zoho_Creator_User == zoho.loginuser]; if(c_AddedBy.count() > 0) { v_AddedBy = c_AddedBy.Name; } break; } } %> /* page...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  4. 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

    dealing with the lead but it's there until conversion. The re-assignment of the lead (or escalation thereof) had to be added as a separate workflow as I didn't want to spend more time trying to see how I could automate this at the end of this function....

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  5. Zoho Books / Inventory: Get Item Rate from a Price Book/Listhttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-books-inventory-get-item-rate-from-a-price-book-list.html

    when I refer to pricebook, this is also referred to as the pricelist... and vice-versa. And in this use-case, my client has added an incredible number of price books/ price lists and then has in excess of 20k items. Previously, the function that would...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  6. Zoho Analytics & Zoho People: Monitor DataSource Sync https://www.joellipman.com/articles/crm/zoho/zoho-analytics/zoho-analytics-zoho-people-monitor-datasource-sync.html

    themselves. How? We're going to add a scheduled workflow on a daily basis at 1am in the morning every day. This will be added to the client's Zoho People instance which will check the datasource metadata via the Analytics API. Add a custom scheduler in...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *
  7. ZohoAnalytics & ZohoBooks: Custom Related List from Analyticshttps://www.joellipman.com/articles/crm/zoho/zoho-books/zohoanalytics-zohobooks-custom-related-list-from-analytics.html

    to another supplier for grading, and then sent on to the end user/customer. A custom field against the item record has been added which is a lookup to the Sales Order module. This means that on a purchase order, and per line item, the staff can specify...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  8. Zoho Deluge: Convert Hex to RGBhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-convert-hex-to-rgb.html

    numeric equivalents. Made up of 2 characters to convert to an RGB subset, the 1st value is to be multiplied by 16 and then added to the value of the 2nd; this equals the RGB value. Given #00FF00 // // given value v_HexGiven = "#00FF00"; // // transform...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  9. Zoho CRM: Updating a CRM record Custom Line Items using API v7https://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-updating-a-crm-record-using-api-v7.html

    { if(!isNull(m_LineItem.get("id")) && !m_LineItem.get("Optional")) { // add here line items that will be added or updated m_NewLineItem = Map(); m_NewLineItem.put("id",m_LineItem.get("id"));...

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

    or inaccessible due to certificate expirys, means that the Cx business halts. In order to add a bit of clustering, we have added a bit of code for it to try one server first, if there is any kind of an error with that server, it tries a second server......

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  11. PHP Script: Make your own Thumbnail Generator via APIhttps://www.joellipman.com/articles/cms/website-development/php/php-script-make-your-own-thumbnail-generator-via-api.html

    still gets buggy on certain mobile devices as some images are over 1Mb. So I needed a tool that every time a new product is added, a thumbnail gets generated and stored in the same application. Trawling through the first few pages of Google, all the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Personal Home Page
    • Language: *
  12. 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

    let us synchronize Zoho Surveys into Zoho Analytics. I found I need to edit the setup of the sync every time a new survey is added... but at least it lets me synchronize every hour. Then I'll write the SQL queries to get the individual responses into a...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *
  13. Applying a button and centering it in the RocketTheme Affinity templatehttps://www.joellipman.com/articles/cms/joomla/applying-a-button-and-centering-it-in-the-rockettheme-affinity-template.html

    Look at the last few lines with the original code (below) For this website template: I've added the module-dark classes. Specified float:none to get rid of float:left Specified width of readon-wrap1 to the width of the button Specified margin:0 auto to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
  14. Change default order of weblinkshttps://www.joellipman.com/articles/cms/joomla/change-default-order-of-weblinks.html

    => by web link title alias => sort by alias title url => sort by url description => sort by description date => sort by date added (most recent or oldest first) hits => sort by hits (number of times clicked on) published => obviously by whether they're...

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

    it in your component, the solution is really that straightforward. Feel free to check for any dodgy code but I've simply added the clear button to the existing article modal file (Joomla 1.6.x to 2.5.x). Don't overwrite any existing core files with this...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: en-GB
  16. Improve Default Joomla Search https://www.joellipman.com/articles/cms/joomla/improve-default-joomla-search-heuristics.html

    the default "Search" component in Joomla works. The default is to sort the results by popularity (hits) or by most recently added (depending on your version) which I have never seen in any other system. I've googled and binged but could not find...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: en-GB
  17. Migrating from Joomla 2.5.x to 3.4.xhttps://www.joellipman.com/articles/cms/joomla/migrating-from-joomla-2-5-x-to-3-4-x.html

    the categories with respect to the assets table. To do this via DB commands, refer to how the weblinks categories are added. Copy over Content: We want to maintain the same IDs for articles in case SEO settings will be enabled and the ID is in the URL....

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: en-GB
  18. Upgrading Joomla CMS version 3.x to Joomla CMS 5.xhttps://www.joellipman.com/articles/cms/joomla/upgrading-joomla-cms-version-3-x-to-joomla-cms-5-x.html

    joomla files & folders. Set up a new database on the same server as my previous database. New db user and password added to the new database. Downloaded and uploaded the latest Joomla (at time of print this is version 5.2.3) as a ZIP Extracted this to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
  19. Google Drive API v3 - OAuth2 using Service Account in PHP/JWThttps://www.joellipman.com/component/content/article/google-drive-oauth-using-service-account-in-php.html?catid=61&Itemid=165

    (or claim set as Google seems to refer to it as) has most of the ever-changing data. Note how the impersonator is only added if it is not blank. It must not be included in the claim set if you have not yet had the service account authorized by a G-Suite...

    • Type: Article
    • Author: Joel Lipman
    • Category: Google
    • Language: en-GB
  20. Android: Keytool and Google Maps displaying greyhttps://www.joellipman.com/articles/else/app-dev/android-os/android-keytool-and-google-maps-displaying-grey.html

    adding allowed Android Keys to the Google APIs console (there's so many) when I should be using the App SHA1 (I have now added both to the console). [Optional] To use the keytool: If you know the command prompt, you know that you have to refer to each...

    • Type: Article
    • Author: Joel Lipman
    • Category: AndroidOS
    • Language: *
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