ZohoAnalytics: Pivot Campaigns vs Contactshttps://www.joellipman.com/articles/crm/zoho/zohoanalytics-pivot-campaigns-vs-contacts.html

20 March 2023 but at least a working example of an ANSI-SQL (ZohoSQL) query pivoting campaign results vs contacts. Why? Simply the client wanted a report on customers on each row and then the campaigns as columns. What we want: Contact Name Lead Source Campaign 1...

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

Zoho Books: System Values Mapshttps://www.joellipman.com/articles/crm/zoho/zoho-books-system-values-maps.html

07 November 2023 and changed the Top Level Domain (or Zoho DataCenter) from EU to COM as I was using this for a client on the US datacenter. I have a connection called "zbooks" and the v_BooksOrgID is the ID of the instance in ZohoBooks; so for multiple instances of...

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

Zoho Creator: Get Images in Report to be Exported to PDFhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-get-images-in-report-to-be-exported-to-pdf.html

26 January 2024 an article to document how to produce a report which when exported to PDF will display 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...

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

Zoho Deluge and Wordpress/WooCommerce API: Get All Productshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-and-wordpress-woocommerce-api-get-all-products.html

15 April 2024 A quick article on retrieving all the products from a WooCommerce instance on a client's Wordpress website. Why? A client of ours wants the information entered against products in their WooCommerce to display on their estimates in Zoho Books; such as...

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

ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Leadhttps://www.joellipman.com/articles/crm/zoho/zohocrm-follow-up-and-remind-record-owner-to-convert-lead.html

14 May 2024 We then need to remove this task as it will transfer to the contact record on conversion. This has been applied for my client, but I'm awaiting feedback (UAT = User Acceptance Testing) to ensure this behaves as expected. So I found another function was...

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

Zoho Books / Inventory: Get Item Rate from a Price Book/Listhttps://www.joellipman.com/articles/crm/zoho/zoho-books-inventory-get-item-rate-from-a-price-book-list.html

23 May 2024 Note that when I refer to pricebook, this is also referred to as the pricelist... and vice-versa. And in this use-case, my client has added an incredible number of price books/ price lists and then has in excess of 20k items. Previously, the function...

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

ZohoAnalytics & ZohoBooks: Custom Related List from Analyticshttps://www.joellipman.com/articles/crm/zoho/zohoanalytics-zohobooks-custom-related-list-from-analytics.html

09 July 2024 list in ZohoBooks, and a reminder on how to read a table from ZohoAnalytics. Why? My use-case here is that we have a client who uses their purchase orders and sales orders as part of a logistics solution where items are purchased from a supplier, sent...

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

ZohoDeluge: eBay marketplace account deletion/closure notificationshttps://www.joellipman.com/articles/crm/zoho/zohodeluge-ebay-marketplace-account-deletion-closure-notifications.html

13 March 2025 2025-03-13 (Joel Lipman) - Initial release Date Modified: 2025-03-13 (Joel Lipman) - Validated Webhook - Send email to client More Info: https://developer.ebay.com/marketplace-account-deletion metadata.topic topic of the notification...

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

ZohoCRM to ZohoBooks API: Rounding the cents or pennies when creating an invoicehttps://www.joellipman.com/articles/crm/zoho/zohocrm-to-zohobooks-api-half-a-cent-or-penny-off-when-creating-an-invoice.html

20 March 2025 figures. They're wrong in any case as they don't match the ZohoCRM... or both are just not matching... either way, your client will likely only accept the previous solution. I wanted to use a regex rather than treat the number as a string and truncate...

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

Outputting PHP files into different file formatshttps://www.joellipman.com/articles/web-development/php/outputting-php-files-into-different-file-formats.html

12 February 2010 I'm beginning a list as I've just spent an age trying to get PHP output to create a text file. Then my client showed me how she then opens the text file in Excel, so I said we could get the script to do that instead. PHP to TXT header('Content-Type:...

• Type: Article
• Author: Joel Lipman
• Category: Personal Home Page
• Language: en-GB

Change Regional Settings for your Reporthttps://www.joellipman.com/articles/microsoft/ssrs/change-regional-settings-for-your-report.html

17 May 2010 of a report generated using Report Builder 2.0 on a MS SQL Server 2008 instance were dependent on either the server or the client machine. Realised that this was actually specified in the report. Here's a quick note on how to set Dates and Times used in...

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

Forgotten Super User Password in Joomla 2.5.x - 3.xhttps://www.joellipman.com/articles/cms/joomla/forgotten-super-user-password-in-joomla.html

06 February 2015 users. Why? It happens to us all, especially me. I like to use different passwords for every site but this came up as a client had lost their super user password. How? This method is reliant on having access to the database of your Joomla website....

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