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  1. ZohoCRM: Import Attachmentshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-import-attachments.html

    to ZohoCRM > Go to Setup/Settings > Under Data Administration, select "Import" > Select Zoho CRM Now upload all the files needed for your import: this will be the Attachments.csv, Attachments.zip and then any CSV that includes the ZCRM Record IDs of the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  2. ZohoRecruit: Create Linking Table for Candidates and Associated Job Openingshttps://www.joellipman.com/articles/crm/zoho/zoho-recruit/zohorecruit-create-linking-table-for-candidates-and-associated-job-openings.html

    you can include the "Associate" module which then allows you to link the Candidates to the Job Openings; but my client needed to be able to query this via API and the "Associate" table or whatever it is, was not visible in API... How? So we created a...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Recruit
    • Language: *
  3. ZohoDeluge: Inserting a new line character in a CSVhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zohodeluge-inserting-a-new-line-character-in-a-csv.html

    This will not display a character but is a new line... Used in certain cases v_NewLineChar = hextoText("0A"); Thought I needed to add the following but this makes absolutely no difference: f_CSVFile.setCharSet("UTF-8"); f_CSVFile.setFileType("csv");

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

    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 use of any...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  5. Zoho Creator: Sendmail a list of attachmentshttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-send-mail-a-list-of-attachments.html

    but this doesn't work. - has to be an invokeUrl - set param name required - if file comes from a Creator form, no InvokeURL needed c_Form = Form[ID == 1234]; r_Download1 = c_Form.myFieldWithFile; ***/ l_Downloads = List(); r_Download1 = invokeUrl [ url:...

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

    on Ticket Edit) and creates a row in a ZohoCreator report instead of ZohoAnalytics. The reason being is that the client needed to export the report and send it to suppliers; in ZohoAnalytics, the photos will not display (they appear as a URL) if the...

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

    date time format here. Just that I was submitting a TRIGGER=DATE-TIME but without the correct additional parameters omitted/needed (in my case the UNTIL given a CRM/Atom date time format). m_Recurrer.put("RRULE","FREQ=DAILY;INTERVAL=1;DTSTART=" +...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  8. 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

    for 30 minutes is worth writing a quick article on. In this case, I had a function querying tags on a contact record which needed to be copied to a deal record. I wanted to copy over the tag but apparently, the ID of the tag is not allowed to be copied...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  9. Zoho CRM: Remove Duplicate Product Recordshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-remove-duplicate-product-records.html

    info commands to preview what records it will delete. I also recommend doing a data backup beforehand. Adapt the below as needed: string standalone.fn_Products_RemoveDuplicates() { /*...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  10. 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

    down the dropdown, more are loaded. This 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...

    • Type: Article
    • Author: Joel Lipman
    • Category: Personal Home Page
    • Language: *
  11. 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

    document.write(JSON.stringify(r_Error)); }); }); ZOHO.embeddedApp.init(); [Note to self] Retrieving the record itself (not needed for this task): ZOHO.embeddedApp.on("PageLoad", function(r_Data) { // get id and module on page var v_EntityID =...

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

    parameters:m_Data.toString() connection:"zcrm" ]; info r_UpdateContact; // // now need to query to get the preview URLs needed to merge images into writer documents v_PreviewID = ""; r_ContactDetailsAgain = invokeurl [ url :v_Endpoint3 type :GET...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *
  13. Zoho Survey: Zoho CRM Webhookhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-survey-zoho-crm-webhook.html

    2025-10-06 (Joel Lipman) - Clients wants a public URL for Survey: Need this webhook to create contact/account on-the-fly if needed. More Information: Within Zoho Surveys, configure the webhook to return the Response ID, Email, and Survey ID: 1. Login to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  14. Migrate Joomla! 1.5.x to 2.5.x+https://www.joellipman.com/articles/cms/joomla/migrating-from-joomla-15-to-16.html

    run this themselves. Personally I grant the user who will be executing the script full privileges or at least the same as needed to install Joomla CMS. Cross your fingers and use your DB management tool to run the SQL file (or copy the contents of the...

    • 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

    fields may not be required and are difficult to clear once set. How? Well don't quote me on this but I haven't needed to modify this script for any different component. Simply include this file in the fields folder/directory of your component...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: en-GB
  16. Call to a member function mark() on a non-object in Joomla CMShttps://www.joellipman.com/articles/cms/joomla/call-to-a-member-function-mark-on-a-non-object.html

    database were unaffected in our case and could be left as they were. Our last file backup was over a year old but we only needed the core files, a working system, and then we could proceed with a standard Joomla update. I suspected that part of an...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: en-GB
  17. Migrate Joomla Users to WordPresshttps://www.joellipman.com/articles/cms/wordpress/migrate-joomla-users-to-wordpress.html

    IN WORDPRESS 3.X a.name AS 'display_name' FROM my_joomla_db.jos_users a ORDER BY a.id; A bit more to do: PHP file So I needed to do a loop and rather than complicate things with stored procedures and cursors, it's likely if you're using either Joomla or...

    • Type: Article
    • Author: Joel Lipman
    • Category: Wordpress
    • Language: en-GB
  18. MacOs: Transcribe Training Video using OpenAI Whisperhttps://www.joellipman.com/component/content/article/macos-transcribe-training-video-using-openai-whisper.html?catid=60&Itemid=165

    to take a 5.5 hour video (MP4) and have it transcribed by a locally installed AI on a MacOS (running Sequoia 15.1.1). Why? Needed for training videos as a follow-on from my article on how to download videos from a session on TrainerCentralSite.com. How?...

    • Type: Article
    • Author: Joel Lipman
    • Category: Apple
    • Language: *
  19. Google Authentication - OAuth 2.0 using PHP/cURLhttps://www.joellipman.com/component/content/article/google-authentication-oauth-2-0-using-php-curl.html?catid=61&Itemid=165

    account $SCOPES = array($GAPIS_AUTH . 'userinfo.email', $GAPIS_AUTH . 'userinfo.profile'); // add in your other scopes as needed // generic $GAPIS = 'https://www.googleapis.com/'; $GAPIS_AUTH = $GAPIS . 'auth/'; $GOAUTH =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Google
    • Language: en-GB
  20. 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

    This is an article explaining the code needed to write a PHP script which generates an access token for a service account which in turn is used to list files in a team's Google Drive. This is very different to my code for OAuth when attended: Google...

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