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  1. Zoho Creator: Populate a Multi-Lookuphttps://www.joellipman.com/articles/crm/zoho/zoho-creator-populate-a-multi-lookup.html

    table. But on a mobile device, it's somewhat better to use the built-in interfaces provided by Zoho Creator. What I really needed was a way to display the line items from a package slip taken from Zoho Inventory. I'd prefer if it was included in the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  2. Zoho Analytics: Set Up a Widget Displaying Sales Personhttps://www.joellipman.com/articles/crm/zoho/zoho-analytics-set-up-widget-displaying-sales-person.html

    I keep forgetting how to do it. How? I've done this for a query that amalgamated all the deals against a deal owner and needed to repeat this for all the invoices against a sales person. It adds to the effect on loading the page that a widget has...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  3. Zoho Analytics: Determine profits from invoices and purchase ordershttps://www.joellipman.com/articles/crm/zoho/zoho-analytics-determine-profits-from-invoices-and-purchase-orders.html

    profits/losses dashboard in Zoho Analytics as we can't control the out-of-the-box PNL report that comes with Zoho Books. We needed a dataset that took into account "Delivery" as a separate line item on the purchase order. I'm writing this article as it...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  4. ZohoCRM: Import Attachmentshttps://www.joellipman.com/articles/crm/zoho/zohocrm-import-attachments.html

    to ZohoCRM > Go to Setup/Settings > Under Data Administration, select "Import" > Select Zoho CRM Now upload all the files needed for your import: this will be the Attachments.csv, Attachments.zip and then any CSV that includes the ZCRM Record IDs of the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  5. ZohoRecruit: Create Linking Table for Candidates and Associated Job Openingshttps://www.joellipman.com/articles/crm/zoho/zohorecruit-create-linking-table-for-candidates-and-associated-job-openings.html

    you can include the "Associate" module which then allows you to link the Candidates to the Job Openings; but my client needed to be able to query this via API and the "Associate" table or whatever it is, was not visible in API... How? So we created a...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  6. ZohoDeluge: Inserting a new line character in a CSVhttps://www.joellipman.com/articles/crm/zoho/zohodeluge-inserting-a-new-line-character-in-a-csv.html

    This will not display a character but is a new line... Used in certain cases v_NewLineChar = hextoText("0A"); Thought I needed to add the following but this makes absolutely no difference: f_CSVFile.setCharSet("UTF-8"); f_CSVFile.setFileType("csv");

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  7. 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

    is that I need this done over a dataset of 20k+ contact records and that's only half of the production system's contacts. I needed a quick bit of code to find any duplicates, all within the Zoho Creator app using Zoho Deluge and avoiding the use of any...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  8. Zoho Creator: Sendmail a list of attachmentshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-send-mail-a-list-of-attachments.html

    but this doesn't work. - has to be an invokeUrl - set param name required - if file comes from a Creator form, no InvokeURL needed c_Form = Form[ID == 1234]; r_Download1 = c_Form.myFieldWithFile; ***/ l_Downloads = List(); r_Download1 = invokeUrl [ url:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  9. ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Reporthttps://www.joellipman.com/articles/crm/zoho/zohodesk-zohoanalytics-display-ticket-attachments-in-analytics-report.html

    on Ticket Edit) and creates a row in a ZohoCreator report instead of ZohoAnalytics. The reason being is that the client needed to export the report and send it to suppliers; in ZohoAnalytics, the photos will not display (they appear as a URL) if the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  10. ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Leadhttps://www.joellipman.com/articles/crm/zoho/zohocrm-follow-up-and-remind-record-owner-to-convert-lead.html

    date time format here. Just that I was submitting a TRIGGER=DATE-TIME but without the correct additional parameters omitted/needed (in my case the UNTIL given a CRM/Atom date time format). m_Recurrer.put("RRULE","FREQ=DAILY;INTERVAL=1;DTSTART=" +...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  11. 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

    for 30 minutes is worth writing a quick article on. In this case, I had a function querying tags on a contact record which needed to be copied to a deal record. I wanted to copy over the tag but apparently, the ID of the tag is not allowed to be copied...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  12. Zoho CRM: Remove Duplicate Product Recordshttps://www.joellipman.com/articles/crm/zoho/zoho-crm-remove-duplicate-product-records.html

    info commands to preview what records it will delete. I also recommend doing a data backup beforehand. Adapt the below as needed: string standalone.fn_Products_RemoveDuplicates() { /*...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  13. PHP Script: Make your own Thumbnail Generator via APIhttps://www.joellipman.com/articles/crm/zoho/php-script-make-your-own-thumbnail-generator-via-api.html

    down the dropdown, more are loaded. This still gets buggy on certain mobile devices as some images are over 1Mb. So I needed a tool that every time a new product is added, a thumbnail gets generated and stored in the same application. Trawling through...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  14. MacOs: Transcribe Training Video using OpenAI Whisperhttps://www.joellipman.com/articles/apple/macos-transcribe-training-video-using-openai-whisper.html

    to take a 5.5 hour video (MP4) and have it transcribed by a locally installed AI on a MacOS (running Sequoia 15.1.1). Why? Needed for training videos as a follow-on from my article on how to download videos from a session on TrainerCentralSite.com. How?...

    • Type: Article
    • Author: Joel Lipman
    • Category: Apple
    • Language: *
  15. 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

    document.write(JSON.stringify(r_Error)); }); }); ZOHO.embeddedApp.init(); [Note to self] Retrieving the record itself (not needed for this task): ZOHO.embeddedApp.on("PageLoad", function(r_Data) { // get id and module on page var v_EntityID =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  16. Android Background Image Resolutionshttps://www.joellipman.com/articles/google/androidos/android-background-image-resolutions.html

    640x960 res/drawable-xxhdpi 960x1440 res/drawable-xxxhdpi // for launcher only 640dpi res/drawable-tvdpi 1.33*mdpi // not needed as mdpi or hdpi is used xlarge screens are at least 960dp x 720dp large screens are at least 640dp x 480dp normal screens...

    • Type: Article
    • Author: Joel Lipman
    • Category: AndroidOS
    • Language: *
  17. CSV Chart Generatorhttps://www.joellipman.com/component/content/article/csv-chart-generator.html?catid=40

    of AMCharts.com. I have no afiliation with these and I myself don't put any copyright information on the end product. I needed a program to: + Group all the data by a specified column + Generate interactive flash charts The program was intended to chart...

    • Type: Article
    • Author: Joel Lipman
    • Category: Product Documentation
    • Language: *
  18. VBScript to retrieve Windows Product Keyhttps://www.joellipman.com/articles/microsoft/windows-os/vbscript-to-retrieve-windows-product-key.html

    Why? With the Windows 10 operating system offered as a free upgrade (for Windows 7 or later at time of print), I needed the serial number / product key from my Windows 7 Professional 32-bit operating system. I didn't want to dig through my CD/DVDs to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Windows OS
    • Language: en-GB
  19. Zoho Deluge - Store and repopulate a multi lookup list in Creatorhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-store-and-repopulate-a-multi-lookup-list-in-creator.html

    filtering the options available for selection. Why? This was for a multi lookup with staff as the list entries. The lookup needed to filter against various forms such as Staff Rotas, Leave Requests, Qualifications and some others. How? The aim/objective...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: en-GB
  20. JComments errors in PHP 7: plgContentJComments and JCommentsACLhttps://www.joellipman.com/articles/cms/joomla/jcomments-errors-in-php-7.html

    for Joomla called JComments would return errors when using PHP version 7. This is a quick article to document what needed doing to fix the errors. How? First some errors: ERROR: plgContentJComments Deprecated: Methods with the same name as their class...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
Results 41 - 60 of 60

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