Zoho Creator: Set Up Custom Domain for Customer Portalhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-set-up-custom-domain-for-customer-portal.html

17 November 2020 third-parties involved, plus the documentation online was in parts and requires going to several pages across the Internet. Here I have 1 page and 1 article documenting the process. How? I'm breaking this down into 3 stages: Zoho Creator: Specify Custom...

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

Zoho Creator: Receive eBay Order Notifications via Webhookhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-receive-ebay-order-notifications-via-webhook.html

20 September 2021 Creator (Yes you will need CRM version Enterprise or Zoho One [that supports functions] for this process). So first off, here's a reminder on the function that generates an access token from a refresh token: string API.fn_eBayConnect_AccessToken() {...

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

Zoho Creator: Radio group into Calendar Carouselhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-radio-group-into-calendar-carousel.html

09 March 2022 Widget or using Nodejs... Or we can make do with the tools provided. The brief was similar to the Zoho Bookings interface where their Creator app is to present the user with the days of the week which they can then click on to select a particular day....

• 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 quick article on how to download an attachment from CRM and upload to a "file upload" field in Creator. Why? My use case here is that we are creating a Creator app that will show the attachments on a CRM contact record (and be clickable). The...

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

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

16 January 2023 I encountered below but also to document the import process of a bunch of files into a ZohoCRM system. Why? Our use-case here is a data migration for a client from a legacy CRM to ZohoCRM. They have a lot of files they want attached to their respective...

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

Zoho Cliq: Integrate OpenAI and ChatGPT 3.5 Turbohttps://www.joellipman.com/articles/crm/zoho/zoho-cliq-integrate-openai-and-chatgpt-3-5-turbo.html

13 February 2023 with. Any variations of the questions it did not understand, it would return a response similar to Siri or Ask Google where it includes the keywords in a "Search the web..." task. ChatGPT by OpenAI is viral at the time of print and although the solution...

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

ZohoCRM Webhook: Create ZohoInventory Records from an eBay orderhttps://www.joellipman.com/articles/crm/zoho/zohocrm-webhook-create-zohoinventory-records-from-an-ebay-order.html

27 April 2023 ZohoInventory item, contact, sales order, package slip, shipment order, invoice, payment records... Why? I'm storing this here as a reference and taking the bits that I need for the various clients that request an eBay integration. This is a...

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

ZohoCreator: Basic Widget with Zoho Datahttps://www.joellipman.com/articles/crm/zoho/zohocreator-basic-widget-with-zoho-data.html

14 March 2024 is the early version of a JS widget used for a customer and before I added all the layers of complexity, I want to have here an example that demonstrates a basic search on a table of data and returns one record as a result. The use-case here is that we...

• 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 There are already articles out there that document this but I use this more and more and would rather just find it on my site than going through multiple bookmarks. Why? This use-case is for a customer who simply wanted a quote template to be rendered...

• 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 deluge code: a custom related 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...

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

Zoho Projects: Get All Eventshttps://www.joellipman.com/articles/crm/zoho/zoho-projects-get-all-events.html

22 July 2024 A quick article because I couldn't find anything that documented this with a working example. Why? The use-case here is that we want to make a ZohoCreator page display events for this month from ZohoProjects. How? The bit that stumped me was making a...

• 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 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 from there but this is a one-click accept or decline then done. One of the biggest...

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

Zoho CRM: JS Widget: Generic Script to pass the Record ID to a CRM functionhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-js-widget-generic-script-to-pass-the-record-id-to-a-crm-function.html

18 August 2025 There's documentation out there but as this took me a couple of days to simply install a JS widget hosted by Zoho and pass the record ID via a button to it, I'm adding it here in case I need to refer to it in future. Why? We have an Accounts module...

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

Mediawiki Extension for Camtasia Studio SWF videoshttps://www.joellipman.com/articles/cms/mediawiki/mediawiki-extension-for-camtasia-studio-swf-videos.html

08 October 2009 shows you how to get your MediaWiki system to display your Camtasia Studio SWF files in it's articles. Why Camtasia when there are other free options? We tried lots of FLV players that were usually branded or not free. These were awkward to configure a...

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

Joes FREE Website Thumbnailer (JWT)https://www.joellipman.com/component/content/article/joes-free-website-thumbnailer.html?catid=40

28 June 2011 of these. Whatever the reason, I needed a FREE option and everything available had a limit to its "FREE" services. There are websites that do this for me? Yay! for free as well, as long as my page isn't loaded more than 100,000 times a month. I don't...

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

How to Display Report Execution Time in SSRS (milliseconds)https://www.joellipman.com/articles/microsoft/ssrs/how-to-display-report-execution-time-in-ssrs.html

17 November 2011 to Display Report Execution Time in SQL Server Reporting Services 2008 R2 So there are other articles out there but I was looking to display in milliseconds the execution time it took for a particular report (which searches for results matching the...

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

Returning Oracle Stored Procedure Resultset in SSRShttps://www.joellipman.com/articles/microsoft/ssrs/returning-oracle-stored-procedure-resultset-in-ssrs.html

19 January 2012 "non-productive" more than "fun" as most of the examples on the net are either half-complete or partially documented. So here goes... Using Business Intelligence Development Studio v2008 (BIDS) SQL Server Reporting Services v2008 R2 (SSRS) Oracle SQL...

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

Slideshow div layer through a windowhttps://www.joellipman.com/articles/web-development/mootools/slideshow-div-layer-through-a-window.html

11 September 2012 incomplete! Will post a final solution but here are the basics What? This article is a quick note to myself on the idea of a slideshow with the MooTools javascript framework. Basically, I want to create a div layer that I can see through (like a window...

• Type: Article
• Author: Joel Lipman
• Category: MooTools Framework
• Language: *

htaccess Rewrites SEF URL and submits to PHPhttps://www.joellipman.com/articles/web-development/php/htaccess-rewrites-sef-url-and-submits-to-php.html

05 September 2013 above to your site, bear in mind the following is also true: http://www.mysite.com/blog/pretty_much_anything_i_want_to_type_here.html --yields http://www.mysite.com/index.php?myFolder=blog&myFiles=pretty_much_anything_i_want_to_type_here.html Anything...

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

SSIS Script: convert UPPERCASE to Mixed-Case using TitleCasehttps://www.joellipman.com/articles/microsoft/ssis/ssis-script-convert-uppercase-to-mixed-case-using-titlecase.html

04 October 2013 of people on the net, I've been given a datasource with names and addresses all in UPPERCASE. Initially, no one seemed bothered but now the request came through asking if this could be restored to a normal case, a mixture of mostly lowercase and some...

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