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  1. 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

    an invoice. Please refer to the Zoho Books API documentation for what fields are required to complete a request within your system. m_InvoiceDetails = Map(); m_InvoiceDetails.put("customer_id",m_BooksSO.get("customer_id"));...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  2. Zoho Deluge: Get the Week Number if Week starts on a Mondayhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-get-the-week-number-if-week-starts-on-a-monday.html

    A quick article on determining the week number of the year if your week starts on a Monday and not a Sunday. Why? I think it's the US system which generally says that a week starts on a Sunday but in the United Kingdom, the week generally starts on a...

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

    connection: "zbooks" ]; Open the file / Download via Browser We're going to use an openUrl() function here in the hopes that your browser will just begin downloading it (failing this it will open up in the browser and staff member will need to be...

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

    error: { "code": 2945, "description": "EXTRA_KEY_FOUND_IN_JSON" } How? So the quick answer is to build a nested map in your request instead of using the Creator/JavaScript period/dot character... Some might suggest it's an authorization error but if you...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  5. Zoho Books: System Values Mapshttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-books-system-values-maps.html

    ******************************************************************************* */ // // our made up books org id but enter your own v_BooksOrgID=12345678901; // // --------------------------------- // ZohoBooks Taxes m_Taxes = Map(); r_Taxes =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  6. ZohoCRM: Using Criteria with Module Record Counthttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-using-criteria-with-module-record-count.html

    only operator that is supported for encrypted fields is equals. When you use "equals" for multiple conditions, and if one of your conditions is (Company:equals:ABC), the response will contain records with ABC as well as ABC Inc in their Company fields....

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  7. ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRMhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-zohowriter-generate-rich-email-signatures-in-crm.html

    Off a button / Standalone Purpose: This uploads an image to workdrive and returns a publicly-accessible link/URL for use in your email signatures. Inputs: Loginuser Outputs: Email Scope(s): WorkDrive.team.ALL, WorkDrive.workspace.ALL,...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  8. ZohoCreator: Using .toFile and Uploading to a Creator fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zohocreator-using-tofile-and-uploading-to-a-creator-field.html

    I run this bit of code to get the internal and current file name: // // get original document file (optional) - you need your own record ID here v_ZC_DocumentRecordID = 1234567890123456789; c_ExistingDocument = Document[ID == v_ZC_DocumentRecordID];...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  9. Zoho Creator: Render to PDF with margins and page numbershttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-render-to-pdf-with-margins-and-page-numbers.html

    wrong with just using CSS? It looks beautiful on ZohoCreator pages but then you hit the PDF button and it pretty much vomits your output back to the 90s. The code snippet below is just for a standard template with a modern design. How? Ok, admittedly,...

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

    days excluding Saturdays and Sundays but you could modify the above to simply AddDay(n) instead of AddBusinessDay(n) if your guys operate over the weekends. The task will be on the lead record as soon as it is created which might confuse the staff...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  11. Zoho Books / Inventory: Get Item Rate from a Price Book/Listhttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-books-inventory-get-item-rate-from-a-price-book-list.html

    A quick article on how to get the pricebook entry using Zoho Deluge for a specific product in your ZohoBooks or ZohoInventory instance. Why? This took me the best part of an hour to determine by going through forum posts from 7 years to 2 years ago. The...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  12. Zoho Projects: Get All Eventshttps://www.joellipman.com/articles/crm/zoho/zoho-projects/zoho-projects-get-all-events.html

    v_ThisDateEvent_Day + " " + v_ThisDateEvent_Hour + ":" + v_ThisDateEvent_Minute + ":00"; // // date and time obtained... do your other stuff here } } } } // // get all future events // NB: status=open are upcoming events; status=closed are events in the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Projects
    • Language: *
  13. Confucioushttps://www.joellipman.com/component/content/article/confucious.html?catid=50&Itemid=165

    a job you love, and you will never have to work a day in your life.

    • Type: Article
    • Author: Webmaster
    • Category: Static Items
    • Language: *
  14. 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

    mine "CsfnShowSectionBasedOnPipeline" with a description Set Page to "Detail Page (Canvas)" Set the Module to "Deals" Select your layout and canvas to apply this to Under Event, set the type to "Page Event" and set the Event to "onLoad" Give it the...

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

    ID mapping as appropriate. 5. Click on 'Save' button at the bottom of the page CAVEAT: If you have multiple contacts in your CRM with the same email address, then you're stuffed....

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

    bought can often be nicer than the picture you put in". i.e. it's a showroom and you've got to complement the template with your own visuals. Had no trouble with their quickstart installations (site and template and tools) Gavick Pro Gavick.com itself...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
  17. Invalid arguments passed in router.php on line 325https://www.joellipman.com/articles/cms/joomla/invalid-arguments-passed-in-routerphp-on-line-325.html

    Invalid arguments passed in /home/.../public_html/includes/router.php on line 325 Where "..." is the path on your server. If you're writing a component, then ask yourself if you really need the router.php file. Mine was generated by...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
  18. RokDownloads Manager does not list fileshttps://www.joellipman.com/articles/cms/joomla/rokdownloads-manager-does-not-list-files.html

    this is some issue with overloading or with the actual code and you can get to this file manager to work without changing your Joomla! setup. Watch this space for when I find a definitive answer!

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

    Also copy one of those handy blank "index.html" files into each of these folders in case "directory listing" gets enabled on your server.I'm going to refer to the files to create as being in this folder. ./profile5/profile5.php User - Profile -...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: en-GB
  20. Basic Joomla 2.5 Mootools Formhttps://www.joellipman.com/articles/cms/joomla/basic-joomla-25-mootools-form.html

    not be right, it may not be the best or optimized order but it works for me and that's pretty much all I needed. Change www.YourSite.com - Yeah note the URL to the mootools-core-uncompressed.js file, if you have this enabled in Joomla then you already...

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