ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRMhttps://www.joellipman.com/articles/crm/zoho/zohocrm-zohowriter-generate-rich-email-signatures-in-crm.html

05 December 2023 Deluge code, generate all the email signatures in the user profile in ZohoCRM. Why? To simplify the on-boarding process. A client of ours has a rather rich HTML email signature with a profile photo included. When sending an email from CRM, they want CRM...

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

ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Reporthttps://www.joellipman.com/articles/crm/zoho/zohodesk-zohoanalytics-display-ticket-attachments-in-analytics-report.html

05 December 2023 a data table and then to push the attachment from ZohoDesk to ZohoAnalytics using the API. The use-case here is that a client wants customers to submit ZohoDesk tickets and upload photos of the problematic product to the ticket. They then want an...

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

Zoho Creator: Render to PDF with margins and page numbershttps://www.joellipman.com/articles/crm/zoho/zoho-creator-render-to-pdf-with-margins-and-page-numbers.html

07 May 2024 customer who simply wanted a quote template to be rendered for PDF or print format. I have another article for a different client who wants a pretty advanced HTML template (well it's a HTML table with rowspans and the borders need to merge cells). But...

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

Zoho Analytics & Zoho People: Monitor DataSource Sync https://www.joellipman.com/articles/crm/zoho/zoho-analytics-zoho-people-monitor-datasource-sync.html

02 July 2024 Zoho People and Zoho Analytics failed. This can be adapted to any data source for Zoho Analytics. Why? We're assisting a client implement Zoho People as their new HR solution. Zoho Analytics is used to generate specific spreadsheets for a feed into...

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

Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Templatehttps://www.joellipman.com/articles/crm/zoho/zoho-books-estimates-quotes-accept-decline-buttons-on-template.html

04 November 2024 and decline button on the estimate (aka Quote) notification template within ZohoBooks. Why? The use-case is simply that my client wants to make it easier for their customers to accept or decline a quote. Sure there's a portal and you can probably do it...

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

Zoho People: Get Performance Records over APIhttps://www.joellipman.com/articles/crm/zoho/zoho-people-get-performance-records-over-api.html

18 September 2025 documentation seems to have gaps; or simply modules are so custom/bespoke the documentation has started to genericize. My client has seen the Goals or Objectives report under "Organization Reports" but would like some additional fields/columns added to...

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

Zoho Survey & Zoho Analytics: Query to generate individual responses and grouped pageshttps://www.joellipman.com/articles/crm/zoho/zoho-survey-zoho-analytics-query-to-generate-individual-responses-and-grouped-pages.html

25 September 2025 from a ZohoCRM integration. Also note that the question number comes from it prefixing the question per page that the client did when setting up her survey (eg. 1. question 1, 2. next question, 3....). ZohoSurveys - Individual Responses Query (if using...

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

ZohoCRM & Xero: Function to pull most recent quoteshttps://www.joellipman.com/articles/crm/zoho/zohocrm-xero-function-to-pull-most-recent-quotes.html

13 October 2025 Date/Time values don't include a timezone Issues with tax rates meant replicating a tax list copy from Xero to Zoho the Client doesn't use the Items module in Xero and instead puts the product name in the description field How? Because my head is a...

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

ZohoBooks: Broken UK Banking Feedhttps://www.joellipman.com/articles/crm/zoho/zohobooks-broken-uk-banking-feed.html

16 October 2025 resolution as well as findings from the research/investigation into the issue. Why? The workaround for a lot of our clients is to do a manual import (CSV) of the transactions for a particular account and then to reconcile these. This particular case...

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

Joomla banners not rotatinghttps://www.joellipman.com/articles/cms/joomla/joomla-banners-not-rotating.html

20 October 2009 The issue here is that you have added all your banners, divided between clients and categories and you're looking for a solution which doesn't involve installing a 3rd party applicatoin. Unfortunately the Joomla banner module only supports alternating...

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

List last modified files using FTP Command-linehttps://www.joellipman.com/articles/web-development/ftp/list-last-modified-files-using-ftp-command-line.html

20 November 2012 So let's say my FTP client is not the most expensive (was FREE), nor the most advanced client out there, and I want to know what were the most recent files I modified and uploaded to a site, how do I do it using just Microsoft Windows? How? I don't have...

• Type: Article
• Author: Joel Lipman
• Category: File Transfer Protocol
• Language: *

Zoho Deluge: Convert Map to URL Parametershttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-convert-map-to-url-parameters.html

09 March 2020 and values) into a URL string to pass as URL parameters. How? Let's first define a map: m_Payload = Map(); m_Payload.put("client_id","my-unique-client-id"); m_Payload.put("redirect_uri","https://www.joellipman.com");...

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

Zoho CRM: Make Upload File Field Mandatoryhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-make-upload-file-field-mandatory.html

18 December 2024 rule. Probably everyone else has figured this out and I'm just late to the party. How? Through the wonders of Zoho CRM Client Script. So we're going to check on page onload, onchange for the Create Page (Standard), Edit Page (Standard), and Details Page...

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

Zoho Deluge: Nested Catch Statementshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-nested-catch-statements.html

04 February 2025 Zoho CRM. Why? To prove a point to ChatGPT who said this was not possible... and to deal with a scenario which exists for a client of mine. The use-case for my Cx is that they need documents converted from HTML to PDF — as in we send it a bit of code in...

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

Installing phpBB3 for Joomla with a RocketTheme templatehttps://www.joellipman.com/articles/cms/joomla/installing-phpbb3-for-joomla-with-a-rockettheme-template.html

28 September 2009 your computer and then upload the resulting files to the http://www.mysite.com/phpBB3 folder you would create via your FTP client. When that's done, navigate to http://www.mysite.com/phpBB3/install/ and you get a web installation setup GUI similar to...

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

Windows 7: System Clock is constantly going out of synchttps://www.joellipman.com/articles/microsoft/windows-os/windows-7-system-clock-is-constantly-going-out-of-sync.html

28 January 2010 be that your computer is losing time because of a system clock problem. A workaround in this instance is to change the NTP client to update more often. Note: The following process requires administrator (installation) rights on your computer. Open...

• Type: Article
• Author: Joel Lipman
• Category: Windows OS
• Language: *

Blank columns issue when exporting to Excel (Data Only) from Crystal Reportshttps://www.joellipman.com/articles/microsoft/excel/blank-columns-issue-when-exporting-to-excel-data-only-from-crystal-reports.html

15 June 2010 an export to Excel (Data Only) from Crystal Reports 9, created extra columns. This issue could not be replicated on the client machine (ie. from my workstation). I would have to upload the report to the server, configure the web application to use the...

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

K2 Items disappearhttps://www.joellipman.com/articles/cms/joomla/k2-items-disappear.html

27 August 2010 Fix I managed to fix this with this SQL command . Note: you need to be able to run SQL commands against your database. My client had phpMyAdmin installed so I click on "jos_k2_items" table and then click on the "SQL" tab Type the following query: REPAIR...

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

Parameters not being used in report processinghttps://www.joellipman.com/articles/microsoft/ssrs/parameters-not-being-used-in-report-processing.html

07 January 2011 the following: SET DATEFORMAT dmy returns the date in European format irrespective of the regional settings of either the client or the reporting server. Removed @GivenDate datetime, from the SQL script Removed @GivenCampus varchar(100) from the SQL...

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

CSS Background Without Causing Scrollbarshttps://www.joellipman.com/articles/web-development/css/css-background-without-causing-scrollbars.html

23 April 2011 note in case I spend as long as I did again. A Client had some clouds on the background of his photoshop file for his website. They were to be positioned in the top right corner with the leftmost tip aligned to the right of a central content section. I...

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