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

20 March 2023 article of a quick solution 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...

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

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

09 October 2025 use in future when I get this request again. The additional benefit of having this template is that it includes creating contacts, accounts, and products on-the-fly as well as recording payments and checks as to which record is more up to date between...

• 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 A follow-on article from my previous article ZohoCRM & Xero: Function to pull most recent invoices - along with their Contacts and Items (accounts/contact & products respectively). Why? This took me so much longer than I thought it would. It was meant...

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

ZohoCRM & Xero Real-Time Invoices: Receive Webhookhttps://www.joellipman.com/articles/crm/zoho/zohocrm-xero-real-time-invoices-receive-webhook.html

10 January 2022 Xero - Receive Webhook Description: Function used to receive webhooks from Xero and parse these into data for invoices and contacts. Category: Standalone Click on Create Give it the parameter: crmAPIRequest (string) Dump in the following code: // enter...

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

ZohoCRM: Process all records of a modulehttps://www.joellipman.com/articles/crm/zoho/zohocrm-process-all-records-of-a-module.html

24 August 2021 m_Criteria = Map(); m_Criteria.put("sort_order","asc"); m_Criteria.put("sort_by","Modified_Time"); // // get 100 records l_Contacts = zoho.crm.getRecords("Contacts", 1, 100, m_Criteria); // // loop through each contact record for each r_Contact in...

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

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

16 January 2023 have a mix of files that will be attached to Contact records and Sales Orders, you will need to include at this step the "Contacts_001.csv" and "Sales Orders_001.csv" (preferably taken from a backup): Watch the spinning spinny progress animation or go...

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

Migrate Joomla! 1.5.x to 2.5.x+https://www.joellipman.com/articles/cms/joomla/migrating-from-joomla-15-to-16.html

30 January 2011 -- 1) Import contact categories as assets in J30 -- 2) Import contact categories as categories in J30 -- 3) Import all contacts using asset_id and cat_id -- 4) Update foreign keys: #__categories.asset_id -- 5) Remove migration notes [Optional Step] --...

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

ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 charactershttps://www.joellipman.com/articles/crm/zoho/zohobooks-code-15-ensure-billing-address-has-less-than-100-characters.html

18 September 2023 connection called "zbooks" which has the necessary scope(s) to create and update an estimate as well as read settings and contacts. I have a connection called "zcrm" which has the necessary scope(s) to read from and write to a CRM quote record. The...

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

Zoho CRM & Zoho Writer: Button to Merge Template, Send, and Attachhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-writer-button-to-merge-template,-send,-and-attach.html

21 October 2021 that you want to use for the next step (will be an alphanumeric long string). The button function Create a button off the contacts record by going to ZohoCRM > Setup > Customization > Modules and Fields > Contacts > Links and Buttons > Create Button...

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

Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Signhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-sign-send-crm-merged-template-for-zoho-sign.html

06 August 2024 action. If this continues please contact support."; } // // get contact record details r_Contact = zoho.crm.getRecordById("Contacts",p_ContactID); // info r_Contact; // // if email exists then create the ZohoSign Document record for tracking purposes...

• 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 API v2.0 (this time with criteria) // // get contact email and related surveys r_ContactDetails = zoho.crm.getRecordById("Contacts", p_ContactID); v_ContactEmail = r_ContactDetails.get("Email"); info v_ContactEmail; // // the following related list...

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

Zoho Survey: Zoho CRM Webhookhttps://www.joellipman.com/articles/crm/zoho/zoho-survey-zoho-crm-webhook.html

01 October 2025 record to store the survey metadata Login to ZohoCRM with permissions to edit modules Go to Setup > Modules and Fields > Contacts > Layout > Standard Add the section: "Latest Survey" Add to it the fields "Response ID", "Survey ID", "Scheduled Report...

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

ZohoCRM: ZDK Client Script to retrieve Contact Emailhttps://www.joellipman.com/articles/crm/zoho/zohocrm-zdk-client-script-to-retrieve-contact-email.html

20 July 2022 contact record (note this is ZDK.Apps.CRM but my syntax highlighter lowercases this) var r_ContactDetails = ZDK.Apps.CRM.Contacts.fetchById(v_VendorContactID); // get the email on this contact record var v_ContactEmail = r_ContactDetails.Email; // check...

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

Zoho Deluge - Get Refresh/Access Token API v2https://www.joellipman.com/articles/crm/zoho/zoho-deluge-get-refresh-access-token.html

17 July 2019 the resulting URL // // get Grant Token v_EndPoint = "https://accounts.zoho.com/oauth/v2/auth"; v_Scope = "ZohoBooks.contacts.ALL,ZohoBooks.invoices.ALL,ZohoBooks.purchaseorders.ALL"; v_State = "testing"; v_ResponseType = "code"; v_Access = "offline";...

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

Zoho CRM/Creator - Common Errors & Gotchashttps://www.joellipman.com/articles/crm/zoho/zoho-crm-creator-common-errors-gotchas.html

06 February 2020 specified but in my case is more than often the wrong accounts server: v_DataEndpoint = "https://books.zoho.com/api/v3/contacts?organization_id=123456789"; r_Response = invokeurl [ url :v_DataEndpoint type :GET connection: myConnector ]; Solution: My...

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

Zoho CRM & Creator: Download attachment and upload to Creator file fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-creator-download-attachment-and-upload-to-creator-file-field.html

11 March 2022 m_SortCriteria.put("sort_order","desc"); l_Attachments = zoho.crm.getRelatedRecords("Attachments","Contacts",v_CrmContactID,1,200,m_SortCriteria); for each r_Attachment in l_Attachments { if(r_Attachment.get("id") != null) { v_AttachmentEndpoint =...

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

Zoho Deluge: Using Remove Key on a Map and Copying Record Tagshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-using-remove-key-on-a-map.html

03 March 2025 if(!isNull(r_DealDetails.get("Contact_Name"))) { r_ContactDetails = invokeurl [ url :"https://www.zohoapis.com/crm/v7/Contacts/" + r_DealDetails.get("Contact_Name").get("id") type :GET connection:"zcrm" ]; // l_ContactDetails =...

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

Zoho CRM: Client Script Confirmation Box and Popup Mailerhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-client-script-prompt-and-popup-mailer.html

06 February 2024 script a name, I'm calling mine "Extra Confidential" Keep Category=Module, set Page=Detail Page (Standard), set Module=Contacts and set the layout if you want. Under Event Details, set Type=Page Event; Event=onLoad Click on "Next" Give it the following...

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

Project Plan for Freelance Websitehttps://www.joellipman.com/articles/web-development/project-plan-for-freelance-website.html

25 February 2010 Audience (Internally Centered? / Customer Focused?) Outsources? (Is JoelLipman.Com Project Manager? other 3rd-parties?) Contacts within Client company? Budget (see Rates for Joellipman.com below) Similar looking websites and colour schemes Will the...

• Type: Article
• Author: Joel Lipman
• Category: Web-Development
• Language: *

Joes Search Module (JSM)https://www.joellipman.com/component/content/article/joes-search-module-jsm.html?catid=40

09 March 2015 One of the parameters is entitled "Search Area". This is the component to search so other valid values are: categories contacts newsfeeds weblinks To determine yours, do a standard search on your website and check the search results page. There should...

• Type: Article
• Author: Joel Lipman
• Category: Product Documentation
• Language: *