Zoho CRM: Standard Setup for Tax Rateshttps://www.joellipman.com/articles/crm/zoho/zoho-crm-standard-tax-rate-setup.html

02 September 2021 pretty much specified the tax rates that this CRM can use; but... do the next steps for users to be able to use these. Done, sorta To have this selectable for users in their transactional modules (quotes, sales orders, invoices, purchase orders), you...

• 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 mine "eBay Webhook Payloads" Add a Single-Line field called "Event Type" Add a Multi-line field called "Payload" Click Done Make a note of the name of this form (the form link name, eg. "eBay_Webhook_Payloads") Setup a CRM function to receive data Login...

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

Zoho Creator: Change Radio into Tabshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-change-radio-into-tabs.html

22 October 2021 input.Note_CSS = v_Css; Yields All of me Now we have the tabs looking close to what we want, you will have noted that I have done this code in-line of the form. If you were to embed the form on to a page, you would be free to use some reserved CSS...

• 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 be referring to 2 status fields and not really knowing which one defines the stage the lead is at. How? Well this can be done through a validation rule. After working in Zoho CRM for over 3 years, this is the first time I'm using it so I'm documenting...

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

Zoho Creator: Shopify API Integration Oauth 2.0 - Update 2022 (Search by SKU GraphQL)https://www.joellipman.com/articles/crm/zoho/zoho-creator-shopify-api-integration-oauth-2-0-update-2022.html

14 February 2022 mine needs to sync orders, products, customers, and some reports; the other things like discounts, fulfillments will all be done by the sales team via Shopify. So I select the following: (see: Shopify API Access scopes for more info on each):...

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

Zoho Inventory & eBay Picture Services: UploadSiteHostedPictureshttps://www.joellipman.com/articles/crm/zoho/zoho-inventory-ebay-picture-services-uploadsitehostedpictures.html

31 March 2022 going to make my function in Zoho CRM: Overview Create a REST API CRM function that can return the ebay URL of the image. Done High Level Overview Create a REST API CRM function Get Zoho CRM to create a Zoho Creator record by passing it the Inventory ID...

• 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 same function name as method name, then I click under "Name" and enter p_TicketID with the value "Ticket Id" and click on "Done" Then I give it the following code: /* *******************************************************************************...

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

Zoho Analytics: Create a Monitoring System with Imageshttps://www.joellipman.com/articles/crm/zoho/zoho-analytics-create-a-monitoring-system-with-images.html

25 July 2024 on the image and select "Copy Image Address", and paste it into the cell alongside the status key in the data table: Done all those. Now again this is completely optional, but I want to have the URL of the image alongside this 2nd column so I'm going to...

• 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 m_Body = ifnull(crmAPIRequest.get("body"),Map()); v_DebugMessage = "Body: " + m_Body + " "; // // determine type of document done if(!isNull(m_Body.get("requests"))) { v_RequestName = ifnull(m_Body.get("requests").get("request_name"),"-");...

• 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 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 hurdles here, which may sound trivial, was the response when an end customer clicks on either the accept...

• 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 chmod -R 777 . open the newly created widget.html file in your code editor add the code as per the below generic script when done, save 'widget.html' then return to terminal and type zet validate and then type zet pack this will create a zip file in a...

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

Hide Menu Item from Registered and Special https://www.joellipman.com/articles/cms/joomla/hide-menu-item-from-registered-and-special.html

06 September 2009 positioned at the bottom of another menu; this would look like it was all part of one menu). toubkal wrote: This cannot be done by joomla administration but can be done by template code, you can have a module position in the template that is set to only...

• Type: Article
• Author: Joel Lipman
• Category: Joomla
• 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 This only happens if the record is being edited (as in user clicked on "Edit") rather than the inline edits that can be done (eg. user clicked on field in view mode and edited just one field). The only other event you can use this in inline editing mode...

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

Forum Ruleshttps://www.joellipman.com/static-items/forum-rules.html

31 May 2009 not belong on TEU. A censor system is in place as a backup. If you see words in your post being replaced with ****, you have done something wrong. Please edit your post and tone it down before your timer runs out. To edit a post, click the "Edit" button...

• Type: Article
• Author: Joel Lipman
• Category: Static Items
• 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 This took me a whole afternoon and involved a lot of hope as I browsed the Internet and no one seemed to have done this before. Fortunately, MediaWiki extensions are easier to write than Joomla CMS ones :c) This article shows you how to get your...

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

Joe's Unduplicater (JUD)https://www.joellipman.com/component/content/article/joes-unduplicater.html?catid=40

12 July 2010 or try to sell it without due credit. Check back with us at joellipman.com for updates/fixes. If you want more support/work done to it, you could consider a donation :c) BACKGROUND: OK, it's not the best name for a program and I might be infringing on...

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

Joe's CSV Chart Generator (JCG)https://www.joellipman.com/component/content/article/joellipmans-csv-chart-generator.html?catid=40

26 May 2010 or try to sell it without due credit. Check back with us at joellipman.com for updates/fixes. If you want more support/work done to it, you could consider a donation :c) BACKGROUND: Originally dubbed EventViewer Chart Generator. As the name suggests, I...

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

Error during processing - Converting Date/Timehttps://www.joellipman.com/articles/database/t-sql/error-during-processing-converting-datetime.html

13 July 2010 T-SQL Timestamp conversions but to no avail. Not saying that you shouldn't try their solutions but just check you haven't done this silly mistake. I'm only guessing the same error would happen in Report Builder 2.0 which I've stopped using as my day job...

• Type: Article
• Author: Joel Lipman
• Category: Transact-SQL
• 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 -- ----------------------------------------------------------------------------- -- II. 13. jos_menu_types (this had to be done before the menus in II. 12.) -- ----------------------------------------------------------------------------- --...

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

Alternate row background colour in Reporting Serviceshttps://www.joellipman.com/articles/microsoft/ssrs/alternate-row-background-colour-in-reporting-services.html

04 February 2011 Then select all the remaining cells in the row and paste your expression in the "Fill > BackgroundColor" properties row... Done! Borders: I'm putting this here because often enough, if I'm going to make the report pretty with alternating rows, I'm...

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