ZohoCRM: Make either Mobile or Email mandatoryhttps://www.joellipman.com/articles/crm/zoho/zohocrm-make-either-mobile-or-email-mandatory.html

03 October 2024 but if one is completed then making the other optional. Why? My use-case is that the mobile or email field on a Zoho CRM contact record is used to authenticate the contact on a Wordpress portal. OTP or 2FA or MFA or OTC is in effect however; so a...

• 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 to see what can be achieved and how much this can be customized. The task I've set for myself is as follows: Trigger if the contact record has a tickbox called "Extra Confidential" ticked/checked=true Popup a confirmation box to proceed or cancel. Popup...

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

GDPR Privacy Policyhttps://www.joellipman.com/static-items/gdpr-privacy-policy.html

14 February 2019 policy is effective from January 1st, 2025. What we collect We may collect the following information: Name and job title Contact information including email address Demographic information such as postcode, preferences, and interests Other information...

• Type: Article
• Author: Joel Lipman
• Category: Static Items
• Language: *

Room Availability Calendar in Business Intelligence Development Studiohttps://www.joellipman.com/articles/microsoft/ssrs/room-availability-calendar-in-business-intelligence-development-studio.html

23 March 2011 FROM [SLOTDETAILS] sd INNER JOIN [TIMETABLE] tt ON tt.[SlotId] = sd.[SlotId] and tt.[SetId] = sd.[SetId] INNER JOIN [CONTACT] c ON c.[ContactId] = sd.[Contact] and c.[SetId] = sd.[SetId] INNER JOIN [WEEKMAPNUMERIC] wm ON (wm.[SetId] = tt.[SetId] and...

• Type: Article
• Author: Joel Lipman
• Category: SQL Server Reporting Services
• Language: *

Developer's Checklist: Taking over a projecthttps://www.joellipman.com/articles/web-development/developers-checklist-taking-over-a-project.html

01 March 2011 application did in the first place... tut tut. How long have you been a developer? And this is new?). Can the developer be contacted? Yes! Questions to ask the developer The original client's brief for the project? (project mandate/charter/initiation...

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

T-SQL Record Separatorhttps://www.joellipman.com/articles/database/t-sql/t-sql-record-separator.html

11 October 2011 AS 'Start', tt.[FinishTime] AS 'Finish', sd.[Descrip] AS 'Event Type', sd.[Notes] AS 'Booking Notes', c.[Name] AS 'Contact', CHAR(10)+c.[Owner]+CHAR(10) AS 'Dept', CASE WHEN CHARINDEX('/', c.[Phone]) > 0 THEN REPLACE(REPLACE(c.[Phone], ' ', ''), '/',...

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

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 Creator: Button on Report for Merging Multiple Selected Recordshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-button-on-report-for-merging-multiple-selected-records.html

06 December 2020 demonstration, we will assume that each record only has 1 item. void emailMergedReceipts(Partners_Quote l_Quotes) { v_ContactFname = ""; v_ContactSname = ""; v_SubTotal = 0.0; v_TotalVat = 0.0; v_Total = 0.0; v_Total_Tax_Factor = 0.2; for each r_Quote...

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

Xero API: Send Multiple Invoiceshttps://www.joellipman.com/articles/crm/xero/xero-send-multiple-invoices.html

15 August 2021 invoices, you need the key "Invoices" so your JSON request would be something like: { "Invoices": [ { "Type": "ACCREC", "Contact": { "ContactID": "abcdef01-2345-6789-abcd-ef012345678" }, "Reference": "TEST Invoice (DO NOT ACTION) 1", "DueDate":...

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

Zoho CRM & Zoho Bookings Issue: Full Name appears in Last Name (first name first name last name)https://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-bookings-full-name-appears-in-last-name.html

01 September 2021 might appear in the last name field in Zoho CRM. Why? We had a customer report the issue that sometimes the full name of a contact was appearing in the last name field and creating a contact called "Firstname Firstname Lastname" (eg. "Joel Joel Lipman"...

• 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 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 complication here is that the user can use the Creator form to add a new attachment that will...

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

Zoho CRM / Deluge: Send an email with a CRM Quote using a given CRM templatehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-send-an-email-with-a-crm-quote-using-a-given-crm-template.html

18 August 2022 + ".pdf"); // // get a greeting name v_EmailTo = r_QuoteDetails.get("Email"); v_ContactName = r_QuoteDetails.get("Contact_Name").get("name"); v_EmailSubject = "Quote " + r_QuoteDetails.get("Subject") + " for " +...

• 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 This is a not-so-quick article that queries an eBay order and creates the relevant 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...

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

Zoho Creator: Find Duplicates by Customer Name for Large Datasetshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-find-duplicates-by-customer-name-for-large-datasets.html

12 July 2023 There are other sources on the web which show you how to deduplicate a contact but usually involve entering a customer name or other key to check if there are already records in the system with that key. I can't sit there entering one customer at a...

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

Terms & Conditionshttps://www.joellipman.com/static-items/terms-conditions.html

30 May 2009 .Com', 'I', 'myself', 'us' or 'we' refers to the owner of the website whose registered office is available to those who contact Joel Lipman .Com. The term 'you' refers to the user or viewer of our website. The use of this website is subject to the...

• Type: Article
• Author: Joel Lipman
• Category: Static Items
• Language: *

Setting up your store to use SSLhttps://www.joellipman.com/articles/ecommerce/setting-up-your-store-to-use-ssl.html

11 September 2009 in the status bar of your browser software. If, on the other hand you get any warning messages or other errors please contact your hosting company to resolve the issue. If you have shared SSL your hosting company should have given you your secure URL...

• Type: Article
• Author: Joel Lipman
• Category: eCommerce Systems
• Language: *

Using K2 with jezReCaptcha plugin causing errorshttps://www.joellipman.com/articles/cms/joomla/using-k2-with-jezrecaptcha-plugin-causing-errors.html

25 September 2009 line 67 I've managed to fix this in my site. Because you already force the recaptcha feature in your registration form and contact form (on this website I just went recaptcha-happy), then there are some settings you need to change in the plugin options:...

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

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

28 June 2011 website (rather than managing moderators, posts/topics, and opening any other can of worms, etc). Either use the website to contact me or email me at info@joellipman.com. I will do my best to get back to you as soon as I can so that we at least open a...

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

SSRS Retrieving Oracle Stored Procedure Success or ErrorLevelhttps://www.joellipman.com/articles/microsoft/ssrs/ssrs-retrieving-oracle-stored-procedure-success-or-errorlevel.html

04 November 2011 we decided to store the error code in the audit table and that in the eventuality of an error happening, the end-user would contact us and we would look up this error code. Instructions on setting up an Oracle Stored Procedure I already wrote an article...

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

Client Services: Website Development Agreementhttps://www.joellipman.com/static-items/client-services-website-development-agreement.html

15 November 2013 prior to release date). JoelLipman.Com will make the source files available for download 24/7 so in the event that we lose contact with each other, the project manager has the option of going to another developer with the source files in order to...

• Type: Article
• Author: Joel Lipman
• Category: Static Items
• Language: *