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Assuming record is required, the following 129 results were found.

  1. Zoho CRM: Get Unique Values of a Text Fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-get-unique-values-of-a-field.html

    how to return a list of unique values in a particular field in a CRM module. Why? My use-case is a data-migration where the records exist in a staging module in CRM but I want to transform/translate one of the column values into the target How? So this...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  2. Zoho Creator: Populate a Multi-Lookuphttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-populate-a-multi-lookup.html

    this as a list of integers l_PackagesToAdd = List:Int(); for each v_PackageRef in l_PackageRefs { // // fetch the package record c_Package = Zoho_Inventory_Package_Slips[ZI_Package_Ref == v_PackageRef]; if(c_Package.count() > 0) {...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  3. Zoho Deluge: Shopify API: Get all active products with GraphQL and Paginationhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-shopify-api-get-all-active-products-with-graphql-and-pagination.html

    sometimes more than 100 products are modified in a day... We need to be able to do more than 100 or at least resume from a record... We need pagination. How? To resolve this, I'm building on top of my initial GraphQL query which will now retrieve 10...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  4. 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: *
  5. ZohoCRM Webhook: Create ZohoInventory Records from an eBay orderhttps://www.joellipman.com/articles/crm/zoho/zoho-inventory/zohocrm-webhook-create-zohoinventory-records-from-an-ebay-order.html

    order and creates the relevant ZohoInventory item, contact, sales order, package slip, shipment order, invoice, payment records... Why? I'm storing this here as a reference and taking the bits that I need for the various clients that request an eBay...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Inventory
    • Language: *
  6. Zoho Creator: Error Code 2945: EXTRA KEY FOUND IN JSONhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-error-code-2945-extra_key_found_in_json.html

    I resolved this error and how the online forums and documentation did not. Why? I don't often do this to create a Creator record but I'm going to use the shortcode function zoho.creator.createRecord() and wanted to update the first name of a name field...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  7. Zoho CRM: ZDK Client Script: Auto-Select Pipeline based on User Departmenthttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-zdk-client-script-auto-select-pipeline-based-on-user-department.html

    CRM based on the department specified on a user's profile. Why? A client asked that when staff create a deal/opportunity record in CRM, the pipeline is automatically pre-selected based on the user. How? So there's a bit of a pre-amble for setting up the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  8. Zoho Creator: Get Images in Report to be Exported to PDFhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-get-images-in-report-to-be-exported-to-pdf.html

    creation or modification. The function to rule-them-all This code was used for testing, then for correcting any historical records, and then when given just one ticket reference; will create or update the images associated in the subform: void...

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

    supplier, sent 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...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  10. ZohoCRM: Make either Mobile or Email mandatoryhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-make-either-mobile-or-email-mandatory.html

    one is completed then making the other optional. Why? My use-case is that the mobile or email field on a Zoho CRM contact record is used to authenticate the contact on a Wordpress portal. OTP or 2FA or MFA or OTC is in effect however; so a contact email...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  11. SSRS Retrieving Oracle Stored Procedure Success or ErrorLevelhttps://www.joellipman.com/component/content/article/ssrs-retrieving-oracle-stored-procedure-success-or-errorlevel.html?catid=75&Itemid=165

    update. The confirm button links to a 3rd report which will actually execute the stored procedure which updates the student record as well as an audit table. The Problem The last report will execute the stored procedure without any problems. I added a...

    • Type: Article
    • Author: Joel Lipman
    • Category: SQL Server Reporting Services
    • Language: en-GB
  12. SSRS: Performance Improvements: SELECT TOPhttps://www.joellipman.com/component/content/article/ssrs-performance-improvements-select-top.html?catid=75&Itemid=165

    the header which was an expression detailing what the report was displaying, so for example: -- If setting the limit to 100 records =IIf( Sum(Fields!myCount.Value, "DataSet2")>100, "» Displaying the first " & CountRows("DataSet1") & " of " &...

    • Type: Article
    • Author: Joel Lipman
    • Category: SQL Server Reporting Services
    • Language: en-GB
  13. SQL Calendar in Business Intelligence Development Studiohttps://www.joellipman.com/articles/else/database/t-sql/sql-calendar-in-business-intelligence-development-studio.html

    ; WITH Dates([Date]) AS ( --Select First day in range SELECT CONVERT(DATETIME,@StartDate) AS [Date] UNION ALL --Add a record for every day in the range SELECT DATEADD(DAY, 1, [Date]) FROM Dates WHERE Date...

    • Type: Article
    • Author: Joel Lipman
    • Category: Transact-SQL
    • Language: en-GB
  14. What's the problem? Amusing computer issueshttps://www.joellipman.com/articles/cms/website-development/whats-the-problem-amusing-computer-reports.html

    middle one wasn't connected to anything on either end. What not to say to IT "Hi could you find and tell them to unlock the record they are viewing". "Oh that person isn't at work today". "Well someone on that computer has locked a database record."....

    • Type: Article
    • Author: Joel Lipman
    • Category: Web-Development
    • Language: *
  15. A quick run through of setting up an export process in SITShttps://www.joellipman.com/articles/cms/website-development/xml/a-quick-run-through-of-setting-up-an-export-process-in-sits.html

    seeing what fields I will be bringing through. Run XET from the menu system and you should be presented with a cleared/new record Complete the form noting the name of your XET Code and then selecting the appropriate dictionary and entity; here we are...

    • Type: Article
    • Author: Joel Lipman
    • Category: Extensible Markup Language
    • Language: *
  16. Making a CD copy with only one drivehttps://www.joellipman.com/component/content/article/making-a-cd-copy-with-only-one-drive.html?catid=80&Itemid=165

    CD COPIER Read the copyright notice and click on OK Select the SOURCE AND DESTINATION tab Verify that both COPY FROM and RECORD are the same drives Select the ADVANCED tab Check that COPY SOURCE CD TO HARD DRIVE FIRST is selected Click on COPY and wait...

    • Type: Article
    • Author: Joel Lipman
    • Category: Windows OS
    • Language: *
  17. MS Excel - Open CSV with Long Numbershttps://www.joellipman.com/component/content/article/ms-excel-open-csv-with-long-numbers.html?catid=110&Itemid=165

    converting long numbers into exponential notations (which are incorrectly rounded anyway). My Data: Account ID,Name,Phone,Record ID 1457102000000135533,Joel,00441234567890,1457102000000165989 1457102000000135566,Stanley,01709123456,1457102000000167543...

    • Type: Article
    • Author: Joel Lipman
    • Category: Excel
    • Language: en-GB
  18. GDPR Privacy Policyhttps://www.joellipman.com/component/content/article/gdpr-privacy-policy.html?catid=50&Itemid=165

    • Type: Article
    • Category: Static Items
    • Language: *
  19. Privacy Policyhttps://www.joellipman.com/component/content/article/privacy-policy.html?catid=50&Itemid=165

    to understand your needs and provide you with a better service, and in particular for the following reasons: Internal record keeping. We may use the information to improve our products and services. We may periodically send promotional emails about new...

    • Type: Article
    • Author: Joel Lipman
    • Category: Static Items
    • Language: en-GB
  20. Zoho Deluge - Get Refresh/Access Token API v2https://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-get-refresh-access-token.html

    and more now that API v1 is on the way out and Zoho Deluge by itself is limited somewhat with regards to functionality and record editing when compared to API v2. How? Note that this is using Zoho Deluge and not another server-side script such as PHP to...

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