Zoho Books: System Values Mapshttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-books-system-values-maps.html

07 November 2023 of code to get dynamic maps of system values Purpose: Taxes, Currencies, Payment Terms, Sales Persons, and Nominal Accounts Inputs: - Outputs: - Date Created: 2021-09-24 (oel Lipman) - Initial release Date Modified: 2024-05-21 (Joel Lipman) - Change of...

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

ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Reporthttps://www.joellipman.com/component/content/article/zohodesk-zohoanalytics-display-ticket-attachments-in-analytics-report.html?catid=129&Itemid=165

05 December 2023 Edit Trigger: Off a workflow when a ticket is created or modified Purpose: Pushes the tickets attachments to Zoho Analytics Inputs: - Outputs: - Scope(s): Date Created: 2023-11-29 (Joel Lipman) - Initial release Date Modified: ??? - ???...

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

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

07 March 2024 Trigger: On Demand when button in report is clicked Purpose: This will send a ZohoBooks invoice directly to its recipient Inputs: Zoho Creator record ID of the order Outputs: - Date Created: 2023-03-06 (Joel Lipman) - Initial release Date Modified: ???...

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

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

14 May 2024 and not converted within 1 day send an email and notification to sales person everyday for 3 days then escalate to Dan Inputs: The Lead Record ID Outputs: A task with a daily reminder until after 3 reminders Date Created: 2024-05-13 (Joel Lipman) -...

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

Zoho Analytics & Zoho People: Monitor DataSource Sync https://www.joellipman.com/articles/crm/zoho/zoho-analytics/zoho-analytics-zoho-people-monitor-datasource-sync.html

02 July 2024 Scheduled daily at 1am starting from tomorrow (3-Jul-2024) Purpose: To warn system managers if a sync started failing. Inputs: None Outputs: Emails system manager if any failures. Date Created: 2024-07-02 (JoelLipman.com - Joel Lipman) - Initial release...

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

ZohoAnalytics & ZohoBooks: Custom Related List from Analyticshttps://www.joellipman.com/articles/crm/zoho/zoho-books/zohoanalytics-zohobooks-custom-related-list-from-analytics.html

09 July 2024 Order record Purpose: To display related POs linked by a custom Sales Order lookup field on the Purchase Order line item. Inputs: salesorder Outputs: Related List Date Created: 2024-07-09 (Joel Lipman) - Initial release Date Modified: ??? - ??? More...

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

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

18 December 2024 Label: Fn - Quotes - On Edit Trigger: Used in a workflow when a quote is modified Purpose: Actions when a quote is modified Inputs: int p_QuoteID - the ID of the CRM Quote Record Outputs: void Date Created: 2024-12-10 (Joel Lipman) - Initial release...

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

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

07 March 2025 fn - Products - Remove Duplicates Trigger: Standalone Purpose: Used to remove duplicate products from a ZohoCRM instance Inputs: - Outputs: - Date Created: 2025-03-07 (Joel Lipman) - Initial release Date Modified: ??? - ??? More Info: -...

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

ZohoDeluge: eBay marketplace account deletion/closure notificationshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zohodeluge-ebay-marketplace-account-deletion-closure-notifications.html

13 March 2025 eBay is sent to ZohoCRM (Market Deletion Webhook) Purpose: eBay Marketplace Account Deletion/Closure Notifications Workflow Inputs: String crmAPIRequest (Webhook) Outputs: JSON String crmAPIResponse Date Created: 2025-03-13 (Joel Lipman) - Initial...

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

Zoho CRM: JS Widget: Generic Script to pass the Record ID to a CRM functionhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-js-widget-generic-script-to-pass-the-record-id-to-a-crm-function.html

18 August 2025 Given an account ID returns the credit safe details from CreditSafe Connect API. This function is used by a JS Widget. Inputs: string crmAPIRequest (webhook request from Zoho CRM) Outputs: - Date Created: 2025-08-15 (Ascent Business - Joel Lipman) -...

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

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

25 September 2025 Label: Fn - Analytics - Export Chart Trigger: Standalone / On-demand Purpose: Extracting a chart from Zoho Analytics Inputs: The CRM contact record Outputs: - Date Created: 2025-09-25 (Joel Lipman) - Initial release Date Modified: 2025-09-29 (Joel...

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

Zoho Survey: Zoho CRM Webhookhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-survey-zoho-crm-webhook.html

01 October 2025 in Zoho Survey Purpose: Push the calculated score and results from Analytics into the corresponding Zoho CRM record. Inputs: String crmAPIRequest Outputs: - Date Created: 2025-09-19 (Joel Lipman) - Initial release - Identifies a survey by email Date...

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

Zoho CRM Client Script: Map Quote to Invoicehttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-client-script-map-quote-to-invoice.html

09 October 2025 Purpose: Loads in a "TBC" so that the the naming of the invoice can happen on save Maps other fields to fill in the blanks Inputs: - Outputs: - Date Created: 2025-10-07 (Joel Lipman) - Initial release Date Modified: ??? - ??? More Information:...

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

DataTumble - Randomize Data Rowshttps://www.joellipman.com/articles/else/database/t-sql/datatumble-randomize-data-rows.html

07 December 2012 ** ** EXEC usp_ScrambleMultivalue 'dbo.TableA', 'ColumnNameA', ** ** 'ColumnB = ''Text'' AND ColumnC = 15000'; ** ** ** ** Inputs: ** ** @TableName : Name of the table ** ** @ColumnName : Name of the column to be scrambled ** ** @WhereClause : Condition...

• Type: Article
• Author: Joel Lipman
• Category: Transact-SQL
• Language: *

URL Alias uniqueness with PHP & MySQLhttps://www.joellipman.com/articles/cms/website-development/php/url-alias-uniqueness-with-php-mysql.html

06 May 2019 I save a record in JoomlaCMS or WordpressCMS It creates a unique name to use in URLs I want that Why? These are used as inputs to server-side scripts for the sake of search-engine friendliness. There are no silver bullets here but I want to block any...

• Type: Article
• Author: Joel Lipman
• Category: Personal Home Page
• Language: en-GB