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 contacts is required, the following 33 results were found.

  1. Zoho CRM & Zoho Bookings Issue: Full Name appears in Last Name (first name first name last name)https://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-zoho-bookings-full-name-appears-in-last-name.html

    Last Name" Now your booking form will be similar to the following: And if the account is integrated with Zoho CRM, the contacts will be pushed correctly as first name and last name rather than full name to last name: Source(s): Registration Form for...

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

  2. ZohoBooks: Stripe Terminal Integrationhttps://www.joellipman.com/articles/crm/zoho/zoho-books/zohobooks-stripe-terminal-integration.html

    get customer id then Email v_BooksCustomerID = invoice.get("customer_id"); r_CustomerDetails = zoho.books.getRecordsByID("contacts",v_BooksOrgID,v_BooksCustomerID,"zbooks"); v_CustomerCheckCode = r_CustomerDetails.get("code"); if(v_CustomerCheckCode ==...

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

  3. 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

    use-case is that I need this done over a dataset of 20k+ contact records and that's only half of the production system's contacts. I needed a quick bit of code to find any duplicates, all within the Zoho Creator app using Zoho Deluge and avoiding the...

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

  4. 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

    script a name, I'm calling mine "Extra Confidential" Keep Category=Module, set Page=Detail Page (Standard), set Module=Contacts and set the layout if you want. Under Event Details, set Type=Page Event; Event=onLoad Click on "Next" Give it the following...

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

  5. 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

    // // determine recipients l_ZB_InvoiceRecipients = List(); r_ZohoBooks_CustomerDetails = zoho.books.getRecordsByID("contacts",v_BooksOrgID,m_ZB_InvoiceDetails.get("customer_id"),"zbooks"); if(r_ZohoBooks_CustomerDetails.get("contact") != null) {...

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

  6. ZohoCreator: Basic Widget with Zoho Datahttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zohocreator-basic-widget-with-zoho-data.html

    (use a custom report that only has the 2 searchable fields) var config = { appName : "joes_quote_builder", reportName : "Contacts_Report_SearchableByWidget", criteria : "(Primary_Email == \"" + v_ShopifyEmail + "\" && Shopify_ID == \"" + v_ShopifyID +...

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

  7. 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

    the lead record relating to reminding staff to convert the lead. // l_RelatedTasks = zoho.crm.getRelatedRecords("Tasks", "Contacts", p_ContactID); for each m_RelatedTask in l_RelatedTasks { if(!isNull(m_RelatedTask.get("Subject"))) {...

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

  8. 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

    FROM "Accounts" acc ) AS t1 LEFT JOIN "Joels Image Library" img ON t1."Status" = img."Status Value" UNION ALL SELECT 'CRM Contacts' AS "DataSource", date(t2."ModifiedTime") AS "Date", t2."RecordID" AS "Record ID", t2."RecordName" AS "Record Name",...

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

  9. ZohoCRM: Make either Mobile or Email mandatoryhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-make-either-mobile-or-email-mandatory.html

    And then let's specify a couple of layout rules to enforce this: Login as a ZohoCRM Administrator, go to Setup > Modules > Contacts > Layout Rules > New Layout Rule Call it "If Email Blank then Mobile Required" Select the Email field as the primary...

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

  10. Zoho CRM: Remove Duplicate Product Recordshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-remove-duplicate-product-records.html

    imported via a feed or API or simply by staff and their spreadsheets. There is a deduplication feature for leads and contacts but not for products. How? There may be a better way of doing this. What I'm trying to have is a generic function that will...

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

  11. 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

    Option] Modify admin ID to NOT use a text editor (ie. "Text-editor=None") If you are going to delete an object (eg. contacts), make a note on its contents or embedded code specific to the template. Copy over Users: Rename the Admin ID in the new v34...

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

  12. Windows 10: Shortcut Apps to Settingshttps://www.joellipman.com/component/content/article/windows-10-shortcut-apps-to-settings.html?catid=80&Itemid=165

    Calendar ms-settings:privacy-calendar Call history ms-settings:privacy-callhistory Camera ms-settings:privacy-webcam Contacts ms-settings:privacy-contacts Documents ms-settings:privacy-documents Email ms-settings:privacy-email Eye tracker...

    • Type: Article
    • Author: Joel Lipman
    • Category: Windows OS
    • Language: *

  13. Project Plan for Freelance Websitehttps://www.joellipman.com/articles/cms/website-development/project-plan-for-freelance-website.html

    Audience (Internally Centered? / Customer Focused?) Outsources? (Is JoelLipman.Com Project Manager? other 3rd-parties?) Contacts within Client company? Budget (see Rates for Joellipman.com below) Similar looking websites and colour schemes Will the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Web-Development
    • Language: *
Results 21 - 33 of 33