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  1. Zoho Analytics: Set Up a Widget Displaying Sales Personhttps://www.joellipman.com/articles/crm/zoho/zoho-analytics/zoho-analytics-set-up-widget-displaying-sales-person.html

    will need a table or query that has a bunch of columns and rows with one of the columns containing the sale person name. Something like the following: With these kind of columns available to you: Click on Widget in the top right Under "Data Column",...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *
  2. ZohoCRM: Import Attachmentshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-import-attachments.html

    and "Sales Orders_001.csv" (preferably taken from a backup): Watch the spinning spinny progress animation or go and do something more productive: Ensure the CSV files are selected for mapping (in this case Attachments.csv and Contacts_001.csv - by the...

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

    //info l_Candidates; // // sanity check to output that it did something info "Done: " + zoho.currenttime.toString("HH:mm:ss"); // // loop through our list for this page for each r_Candidate in l_Candidates { v_CountTotal = v_CountTotal + 1;...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Recruit
    • Language: *
  4. Zoho Creator: Disable/Hide the add and delete subform row buttonshttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-disable-hide-the-add-and-delete-subform-row-options.html

    to referring to elements by ID, so for example, if my subform is called "Item Details", then I would adjust the code to something like the following: // // CSS overrides v_CssNotes = ""; v_CssNotes = v_CssNotes + ".subformRow...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  5. 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

    A super quick article on something that almost deserves its own article: using new lines in ZohoDeluge. Why? My use-case here is that I was generating a comma separated values (CSV) file given some lists and strings and although the same code worked...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  6. ZohoCRM: Get All eBay Active Listingshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-get-all-ebay-active-listings.html

    "Fn - eBay - Get Active Products" and give it the internal name as "fn_GetEbayActiveProducts" without any arguments. Something to note in the below is that it asks you to set an estimated number of products that are in your listing, it will then...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  7. ZohoCRM: Integrate ChatGPT to ZohoZIAhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-integrate-chatgpt-to-zohozia.html

    that last question. Calm down, I've been upgraded to version 2.0 so as to give you a better response.\nThe error is:\n \"Something went wrong.\"\nClick [here](https://www.lmgtfy.com/?q=" + v_Message + ") for more info."; } Previous Models/Versions Based...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  8. ZohoDeluge: Check Shipment Status via DHL APIhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zohodeluge-check-shipment-status-via-dhl-api.html

    get request: r_ShipmentDetails = getUrl(v_Endpoint, m_Header, false); Not done yet! Of course, it would help if when something was delivered, that was conveyed back to the system that asked, in this case Zoho Inventory. So for this, I've set up a...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  9. Zoho Books: Get Invoice Payment Terms via APIhttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-books-get-invoice-payment-terms-via-api.html

    + v_BooksOrgID type :GET connection:"zbooks" ]; info r_PaymentTerms; } This should yield something as follows: { "code": 0, "message": "success", "data": { "payment_terms": [ { "payment_terms_id": "123456000000000123", "payment_terms": 15, "is_default":...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  10. ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 charactershttps://www.joellipman.com/articles/crm/zoho/zoho-books/zohobooks-code-15-ensure-billing-address-has-less-than-100-characters.html

    Another article on something I learned today despite never running into this issue before; but sending a billing/shipping address included in a request to create or update an estimate in ZohoBooks will fail... Why? I have a function to push a ZohoCRM...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  11. 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

    This is an article just repeating a script from the Zoho Kaizen series allowing a confirmation box (something lacking in Zoho Creator - but that every app outside of Zoho has) as well as a popup to email from CRM with a rich-text interface. Why? The...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  12. Zoho Creator: isBlank and isNull: Before or After?https://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-isblank-and-isnull-before-or-after.html

    content on an invokeURL in ZohoCreator is not JSON, then isNull() preceeding will not work. Instead you will need to do something like the following: m_Header = Map(); m_Header.put("Authorization","Bearer ");...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  13. ZohoCRM / Client Script / Canvas: Hide Tab based on Pipelinehttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-client-script-canvas-hide-tab-based-on-pipeline.html

    Right-click on the tab you want to hide and click on "Add Element ID" (or "Change Element ID" if already set). Call them something easy to remember such as "Tab_SalesPipeline" and "Tab_HirePipeline". Save and close the edit mode of the Canvas. Function...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  14. How to redirect the visitor after the contact pagehttps://www.joellipman.com/articles/cms/joomla/how-to-redirect-the-visitor-after-the-contact-page.html

    page after you submit it, or if you wanted to change the default text that is displayed "Thank you for your e-mail" to something else I will explain how in this guide. I cannot be 100% sure this guide will work for people who have certain extensions...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
  15. Using K2 with jezReCaptcha plugin causing errorshttps://www.joellipman.com/articles/cms/joomla/using-k2-with-jezrecaptcha-plugin-causing-errors.html

    two words" captcha) and then installed K2 Comments to use it's own ReCaptcha. If you try adding a comment, you may get something like the following: Fatal error: Cannot redeclare_recaptcha_qsencode() ( previously declared in...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
  16. Lazy stats: Yootheme / Gavick Pro / Rocket Theme Comparisonhttps://www.joellipman.com/articles/cms/joomla/lazy-stats-yootheme-and-gavick-pro.html

    Forum Twitter 8282 guests 236 members online January 2005 Opinion YooTheme Nice graphics and nice templates but there's something bland and missing. The YooTools are interesting but as with a lot of showroom demo sites, "the picture that came with the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
  17. Creating a Profile Plugin for Joomla 1.6https://www.joellipman.com/articles/cms/joomla/creating-a-profile-plugin-for-joomla-16.html

    a field with a dropdown list. Add a button to upload an avatar (and sync with 3rd party avatar). Not riveting stuff but something that all my clients want. Fortunately for me, I just created one plugin which I can install on any number of Joomla 1.6...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: en-GB
  18. Things to Check if Joomla Password Reminder email not being senthttps://www.joellipman.com/articles/cms/joomla/things-to-check-if-joomla-password-reminder-email-not-being-sent.html

    > Language Manager Click on the “Overrides” label Click on “New” (but don’t create a new one – we’re just checking something) In the right pane, type “COM_USERS_EMAIL_PASSWORD_RESET_BODY” without the quotes and tick the “Constant” radio box and click on...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: en-GB
  19. Sort order a dropdown list in MS InfoPath without programminghttps://www.joellipman.com/component/content/article/sort-order-a-dropdown-list-in-ms-infopath-without-programming.html?catid=73&Itemid=165

    MSDN for an hour before I realised all those experts were using programming solutions that seemed a bit over the top for something that should be so simple. Hey presto, I found a cheat/workaround: Click on the list to see your datasheet (has a MS Access...

    • Type: Article
    • Author: Joel Lipman
    • Category: Infopath
    • Language: *
  20. SSIS Convert a string into a datehttps://www.joellipman.com/component/content/article/ssis-convert-a-string-into-a-date.html?catid=74&Itemid=165

    + " 00:00:00") So although your SSIS IDE (Visual Studio?) will give you a useless Microsoft message saying something like: Error: Data conversion failed while converting column "This_Date" (3833) to column "This_Date" (3932). The conversion returned...

    • Type: Article
    • Author: Joel Lipman
    • Category: SQL Server Integration Services
    • Language: en-GB
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