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  1. 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

    + v_Grammar + " are duplicates!"; // // return a distinct list l_Customers2.removeAll(l_Customers1); // // loop through and output to user for each v_DistinctCustomer in l_Customers2 { v_CountDiscrepancies = v_CountDiscrepancies + 1; c_Customer =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  2. 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

    1 day send an email and notification to sales person everyday for 3 days then escalate to Dan Inputs: The Lead Record ID Outputs: A task with a daily reminder until after 3 reminders Date Created: 2024-05-13 (Joel Lipman) - Initial release Date...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  3. ZohoAnalytics & ZohoBooks: Custom Related List from Analyticshttps://www.joellipman.com/articles/crm/zoho/zohoanalytics-zohobooks-custom-related-list-from-analytics.html

    To display related POs linked by a custom Sales Order lookup field on the Purchase Order line item. Inputs: salesorder Outputs: Related List Date Created: 2024-07-09 (Joel Lipman) - Initial release Date Modified: ??? - ??? More Information:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  4. 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

    by a button off the contact record to send a credit application form for signing via ZohoSign Inputs: Contact Record ID Outputs: Attachment to the CRM record a ZohoSign Document record in CRM Date Created: 2024-08-06 (Joel Lipman) - Initial release -...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  5. ZohoCRM / Client Script / Canvas: Hide Tab based on Pipelinehttps://www.joellipman.com/articles/crm/zoho/zohocrm-client-script-canvas-hide-tab-based-on-pipeline.html

    / REST API Purpose: Function used by a client script to retrieve the pipeline given a deal record id Inputs: Deal Record ID Outputs: the value of the pipeline Date Created: 2025-05-06 (Joel Lipman) - Initial release Date Modified: ??? - ???...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  6. 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

    article is for me if I ever want to recreate an online tool capable of receiving an image URL and which both generates and outputs a thumbnail image and makes it downloadable via URL. Why? Performance. I have a client with about 10k images of products...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  7. SSRS Repeat Headers in PDF Reporthttps://www.joellipman.com/articles/microsoft/ssrs/ssrs-repeat-headers-in-pdf-report.html

    I have a report which has been set to landscape with zero margins specified. Although BIDS acknowledges that I want this to output to A4 with the correct measurements, the report doesn't seem to have any page breaks. When I run the report in BIDS, the...

    • Type: Article
    • Author: Joel Lipman
    • Category: SQL Server Reporting Services
    • Language: en-GB
  8. Php convert filesizes to bytes kb mb gbhttps://www.joellipman.com/articles/web-development/php/php-convert-filesizes-to-bytes-kb-mb-gb.html

    Just a quick note on how to format a given filesize and to reduce the display output to a small string, eg: 196 bytes : displays as => "196 bytes" 12945 bytes : displays as => "12 Kb" 1478515 bytes : displays as => "1 Mb" 8798745455 bytes : displays as...

    • Type: Article
    • Author: Joel Lipman
    • Category: Personal Home Page
    • Language: en-GB
  9. SSRS Change Background Color of Imagehttps://www.joellipman.com/articles/microsoft/ssrs/ssrs-change-background-color-of-image.html

    want to put the image in. Insert > Rectangle Set the Rectangle Fill color (I'm using an expression based on the status) to output: Green (for Success), Red (for Fail), Orange (for Unknown). Right-click on the rectangle and select Insert > Image Edit the...

    • Type: Article
    • Author: Joel Lipman
    • Category: SQL Server Reporting Services
    • Language: en-GB
Results 81 - 89 of 89

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