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 the CRM Invoice module as well. Step by step fix: Login to ZohoCRM, go to Setup Under "Customization", select "Modules and Fields" Click on "Organize Modules" Enable "Invoices" (by ticking the box and clicking on "Save") Hover the mouse over "Quotes"...

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

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

02 September 2021 How? Here's a quick step-by-step to follow: Login to ZohoCRM as an Administrator Go to Setup > Customization > Modules and Fields Hover the mouse cursor over the "Products" module and then over the ellipsis Click on "Customize Tax Rates" For our clients...

• 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 this field read-only to first-line agents also wouldn't help as some of the options should be selectable. Two separate fields weren't quite right either: 1 as read-only (permission only to higher level) and 1 picklist as selectable means that the...

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

Zoho Recruit: Rollup Number of Recruit Candidates to CRM Accounthttps://www.joellipman.com/articles/crm/zoho/zoho-recruit-rollup-number-of-recruit-candidates-to-crm-account.html

19 October 2022 when a Candidate is modified, and it tallies all the candidates belonging to the same school and updates some number fields on the matched CRM account. Why? For reporting purposes. Although Zoho Analytics can use data imported from both ZohoCRM and...

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

Zoho CRM: Manage a subform using Client Scripthttps://www.joellipman.com/articles/crm/zoho/zoho-crm-manage-a-subform-using-client-script.html

09 December 2022 let v_DealID = r_DealLookup.id; let r_DealDetails = ZDK.Apps.CRM.Deals.fetchById(v_DealID); // get Deal/Opportunity fields we need to refer to var v_OppType = r_DealDetails.Type_of_Opportunity; var v_DealRate0 = r_DealDetails.Rate_Year_1_0; var...

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

ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRMhttps://www.joellipman.com/articles/crm/zoho/zohocrm-zohowriter-generate-rich-email-signatures-in-crm.html

05 December 2023 image URL to/from ZohoWriter. Loop through active users in ZohoCRM. Merge the HTML email signature with the fields evaluated. Function: fn_Workdrive_HostImage I add this function to the CRM and use it as a standalone function to upload generic images...

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

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

03 October 2024 A really quick article on a pretty cool requirement, making 2 fields mandatory 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...

• 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 will give us a URL and then we'll configure the Zoho Survey to trigger a webhook when submitted. Pre-Amble Just need a few fields on the CRM contact record to store the survey metadata Login to ZohoCRM with permissions to edit modules Go to Setup >...

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

SSRS Display question mark when date is blankhttps://www.joellipman.com/articles/microsoft/ssrs/ssrs-display-question-mark-when-date-is-blank.html

15 April 2014 if there is no date to populate the field. Why? At the moment, the expression in there is something like this: =Format(Fields!MyCompletionTime.Value, "dd/MM/yyyy HH:mm:ss") -- yields 11/02/2014 11:21:32 Sounds good, where's the problem? The problem...

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

Zoho Deluge - MD5 functionhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-md5-function.html

19 November 2018 task. Why? I'm trying to create an ETag for a synchronization process between Zoho Creator and Zoho CRM. Combining all the fields to compare into a single field can't be done via the documented methods (base64, urlencode or AES) as this exceeds 255...

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

SSRS External Images don't displayhttps://www.joellipman.com/articles/microsoft/ssrs/ssrs-external-images-dont-display.html

19 September 2011 field name with the name of your field containing the location of the image - ours is "PhotoURL"): =" The file " & First(Fields!PhotoURL.Value, "PhotoDetails") & IIF(Code.ImageExists(First(Fields!PhotoURL.Value, "PhotoDetails")), " exists!", " does NOT...

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

Search a database for a string (MySQL, T-SQL)https://www.joellipman.com/articles/database/search-a-database-for-a-string-mysql-t-sql.html

08 October 2012 I have a PHP script which behaves like PhpMyAdmin, in that it automatically lists a database structure and the fields to modify similar to an excel spreadsheet. Now without using PHP, I need standalone SQL scripts that can simply be used to search an...

• Type: Article
• Author: Joel Lipman
• Category: Databases
• 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 using System.Globalization; // for cultureinfo and textinfo using System.Reflection; // for looping through all input fields without direct references using System.Text; using System.Threading; // for threading namespace JLDataFlowTransformations {...

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

SSIS Multiple Lookups in onehttps://www.joellipman.com/articles/microsoft/ssis/ssis-multiple-lookups-in-one.html

05 August 2014 [student_ethnicity_code] FROM [sourcedb].[dbo].[events] Simple bit of SQL but as you can see we have a few fields that need decoding (suffixed by "_code"). Run as it is, yields something like the following: sequenceID student_reference...

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

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

09 March 2015 and Joomla 3.3.1. It simply displays a search module form (same as the default install) only with the additional hidden fields: limit, search phrase (all, any, exact), ordering, and areas (set to doc_indexer by default as per the component). The...

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

Google Authentication - OAuth 2.0 using PHP/cURLhttps://www.joellipman.com/articles/google/google-authentication-oauth-2-0-using-php-curl.html

31 October 2018 { global $GAPIS, $CLIENT_ID, $CLIENT_SECRET, $REDIRECT_URI; $url = $GAPIS . 'oauth2/v4/token'; $post_fields = 'code=' . $access_code . '&client_id=' . urlencode($CLIENT_ID) . '&client_secret=' . urlencode($CLIENT_SECRET) . '&redirect_uri='....

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

Zoho Projects: Add a Time Log to an Issue using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-projects-add-a-time-log-to-an-issue-using-deluge.html

30 April 2021 API documentation which was out of date at time of print, trial and error will resolve this or use our examples above. // fields required if submitting time log without start time (uses current time and adds hours to it) - date (in US format...

• 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 generate the Auth'n'auth token. Here is a reminder on what my Zoho Creator form looks like for API Integrations and the fields I refer to: Note the Dev ID field and the Session ID fields that we didn't use in my previous article but are going to use...

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

Zoho Creator / Shopify: Get all Active Productshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-shopify-get-all-active-products.html

12 October 2021 { v_Endpoint = v_ShopifyURL + "/admin/api/" + v_ShopifyApiVersion.toString() + "/products.json?status=active&limit=250&fields=id&order=id+asc&since_id=" + v_LastID; r_GetProducts = invokeurl [ url :v_Endpoint type :GET headers:m_Header ]; for each...

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

Zoho Creator / eBay: Get all Active Productshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-ebay-get-all-active-products.html

13 October 2021 I use the GetMyeBaySelling API Call with specific criteria to only return the active listings as well as specific fields so my function doesn't get overwhelmed with the amount of data in the response: map API.fn_eBayQuery_GetActiveProducts(int p_Page,...

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