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

    will be the Attachments.csv, Attachments.zip and then any CSV that includes the ZCRM Record IDs of the records to attach these files to. So for example, if you have a mix of files that will be attached to Contact records and Sales Orders, you will need...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  2. 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

    A really quick article on how to hide these using CSS... at least until Zoho have this as a setting using the GUI. Why? Our use-case is that we have a subform which gets autopopulated with a list of services. The client does not want their operations...

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

    Another one of these articles talking about getting all the active product listings from eBay for a specific client. Why? Our use-case scenario here is that we want to get an inventory level or stock check of all the products that are currently listed...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  4. Zoho Inventory: Enable Tracking using the APIhttps://www.joellipman.com/articles/crm/zoho/zoho-inventory/zoho-inventory-enable-tracking-using-the-api.html

    One of these articles because I spent so long trying different snippets of code to enable tracking when using Deluge code to create an item in Zoho Inventory: Why? Who uses ZohoInventory for anything else than tracking stock...? How? So the quick answer...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Inventory
    • Language: *
  5. Zoho CRM: Change System Field Lengthhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-change-system-field-length.html

    page. In the Leads module, the Zip field is 30 characters; in the deal module, the Zip field is 20 characters... but we need these to match if we want to map them in the "Lead Conversion Mapping" page. How? This is a bit of a hack and most likely not...

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

    will need the returned estimate ID and I'm not 100% sure the attention/phone number goes along as my client didn't include these in her estimate template... But I'm sending them anyway. Note(s) The following code accesses APIs on the EU datacenter. I...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  7. Zoho Books: Generate Bank Text File for Downloadhttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-books-generate-bank-text-file-for-download.html

    Books (without disassociating it from the attachments), will remove the file permanently. You only need to run either of these as the second one runs both (disassociate and delete): // disassociate as attachment (removes attachment from the Bill but...

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

    ZohoDesk tickets and upload photos of the problematic product to the ticket. They then want an Analytics report to show these photos. How? The following is simply the steps to create a data table in ZohoAnalytics, then the code to list a ticket's...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Desk
    • Language: *
  9. 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

    images without a user wall. Why? Our client needs to send a report to suppliers that include photos of the faulty products. These display fine in a Zoho Creator report and even show up on the preview when exporting to PDF. But when you download the PDF...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  10. Zoho Analytics & Zoho People: Monitor DataSource Sync https://www.joellipman.com/articles/crm/zoho/zoho-analytics/zoho-analytics-zoho-people-monitor-datasource-sync.html

    for a feed into their third-party payroll system. If the data is incorrect in Zoho Analytics, and payroll gets run with these discrepancies, then they will have a fair few disgruntled employees who may have been paid incorrectly. As such this system has...

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

    Away": You'll be presented with a table of about 10 columns called "Untitled-1". I enter some labels in the first column. These will be keys later on to link my report to so keep them short without any special characters. I then saved this table with...

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

    Set the condition that the email "is empty" > click on the "Next" button Set Mandatory FIelds > and select "Mobile" Repeat these steps to add another rule: Call it "If Mobile Blank then Email Required" Select the Mobile/Phone field as the primary field...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  13. 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

    the color code field as well which I only seem to get with an InvokeURL. I'm then going to create a list map of tags and add these to the deal record. The key take-away to remember here is that remove() is a void function, similar to the sort()...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  14. ZohoCRM Client Script: On Change of Dropdown: Subform Rewrite: REST Functionhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-client-script-on-change-of-dropdown-subform-rewrite-rest-function.html

    This rewrites the invoice line items to represent a deposit or a final balance invoice with the deposit deducted. Because these line items have custom fields, we need to copy over all the custom values to the new line items. How? This is about an hour's...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  15. 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

    a widget.html file and how to get whatever the Zoho Deluge CRM function returns. Create a JS Widget on your device (MacOS) These steps are the minimal amount of information I need to quickly set up a JS widget: Open a MacOS Terminal sudo npm install -g...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  16. 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

    later in this fuction) //r_Fields = zoho.writer.getMergeFields(v_Template3,"zwriter"); //info r_Fields; // // map data to these fields m_Data = Map(); m_Data.put("Radar_Chart",v_ImageURL); // m_MergedData = Map();...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *
  17. ZohoCRM & Xero: Function to pull most recent invoiceshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-xero-function-to-pull-most-recent-invoices.html

    by most recent first (invoice date). There is also a table that returns the name of tax rates and then the percent that these equate to which I've copied below this invoices pull function. the Code string standalone.fn_Xero_GetInvoices() { /*...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  18. Setting a rocket theme background to fixedhttps://www.joellipman.com/articles/cms/joomla/setting-a-rocket-theme-background-to-fixed.html

    the CSS for the template You should be given an option of css files, select styles.css and click on the Edit button Look for these lines: body.bgstyle1 #main-background {background: url(../images/backgrounds/bgstyle1/bgimage.jpg) 50% 0 no-repeat;} where...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
  19. Community Builder in Joomla Vulnerabilityhttps://www.joellipman.com/articles/cms/joomla/community-builder-in-joomla-vulnerability.html

    files with strange naming conventions (eg. xzcseifs_kdiek.html) which shouldn't be there either). You'll need to remove these and restore your website. I'd suggest joomlapack if you're using a joomla site, backup just the database, do a fresh install of...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: en-GB
  20. Change default order of weblinkshttps://www.joellipman.com/articles/cms/joomla/change-default-order-of-weblinks.html

    change the ASC to DESC on line 187: $listOrder = JRequest::getCmd('filter_order_Dir', 'ASC'); Note: If you do not use any of these or mistype them, the Joomla! CMS has included code so that weblinks automatically switch to "ordering".

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
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