Zoho CRM: Permission Denied for Quote Conversion Mappinghttps://www.joellipman.com/articles/crm/zoho/zoho-crm-permission-denied-for-quote-conversion-mapping.html

02 September 2021 for anyone experiencing the same issue: As a super admin in CRM, I am denied permission to access the Quote Conversion Mapping page... Why? I wanted to map a billing street 2 and shipping street 2 from the Account module to the Quote module, then on...

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

Zoho CRM: Mapping a Multi-User or Multi-Lookup field using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-mapping-a-multi-user-or-multi-lookup-field-using-deluge.html

28 April 2021 of managing a multi-user or multi-lookup field in CRM using Zoho Deluge. Why? Sometimes you might need this when data mapping fields from one module to another, sometimes you need to manage existing multi-lookups/users in a record. How? So the key point...

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

Zoho CRM: Change System Field Lengthhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-change-system-field-length.html

19 June 2023 out-of-the-box differ in length so they do not list the postal code on the deal record to be listed in the "Lead Conversion Mapping" page. In the Leads module, the Zip field is 30 characters; in the deal module, the Zip field is 20 characters... but we...

• 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 map with removed key to a new map. -> Solution was to remove the assignment and simply keep m_Tag.remove("id");...

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

Create Read-Only Database User in SQL Serverhttps://www.joellipman.com/articles/database/create-read-only-database-user-in-sql-server.html

09 November 2010 on the user who will be set as having read-only access (in this example "adventureworksro"). Select Properties. Select User Mapping. Map the login to the database they will have access to. Tick the boxes for role membership next to public and...

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

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

19 January 2012 specified in my second select query (the one preceded with "open cursor for") didn't match my SSRS report field name mapping. Done! Well almost as you still need to design your report. At least this article should have got you to the part where you're...

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

Migrating from Joomla 2.5.x to 3.4.xhttps://www.joellipman.com/articles/cms/joomla/migrating-from-joomla-2-5-x-to-3-4-x.html

12 September 2015 Import new ones. Copy all users except the v25 admin to your v34 database (with status=blocked) Copy over user group mappings Update new system admin details with old (name, registration date, etc). Copy over Categories: It is recommended to do this via...

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

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 CRM record). This wasn't working really as there are issues around tweaking the function and getting it to understand basic mapping and attachments. How? As per our use-case above, we are going to create a button off the contact record which when the...

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

Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile)https://www.joellipman.com/articles/crm/zoho/zoho-crm-using-a-function-for-validation-rules.html

11 February 2022 agent would not be allowed to set it back to "New Lead". Automations and workflows could however (run as Administrators). Mapping a dependency field didn't fit the bill because we want "Lead Status" to be displayed to the first-line agents. Making this...

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

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

16 January 2023 Watch the spinning spinny progress animation or go and do something more productive: Ensure the CSV files are selected for mapping (in this case Attachments.csv and Contacts_001.csv - by the way, my Attachments.csv here is called...

• 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 CRM Date Created: 2024-08-06 (Joel Lipman) - Initial release - Tidied up, removed commented code - Added Email and Account mapping to ZohoSign Document record Date Modified: 2024-08-21 (Joel Lipman) - Creates a recipient and event record in CRM More...

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

ZohoCRM Client Script: On Change of Dropdown: Subform Rewrite: REST Functionhttps://www.joellipman.com/articles/crm/zoho/zohocrm-client-script-on-change-of-dropdown-subform-rewrite-rest-function.html

01 April 2025 as optional then this will be transferred to the invoice if (o_ThisLineItem.Optional != "Optional Not Included") { // field mapping of quoted items to invoiced items (i console logged out this line item and copied each of the fields hoping they had the...

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