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

14 May 2024 I tried using the interface to set up a workflow or any other mechanisms within ZohoCRM that allowed me to set up a daily reminder to the lead record owner but to no avail. An assignment rule wouldn't work in this case as it had to be the lead owner...

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

Zoho Deluge: Text (SMS) reminder using Twilio API (LocalSense)https://www.joellipman.com/articles/crm/zoho/zoho-deluge-text-sms-using-twilio-api-localsense.html

16 December 2021 A very quick article to remind me how to send a text message using Twilio API in Zoho Deluge. Why? The use-case here is that we want local sense dialing where specific numbers are used both for outbound and inbound but local to the customer and we want...

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

Zoho CRM: Upload a Product Photo using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-upload-a-product-photo-using-deluge.html

27 September 2021 A quick article to remind me on how to upload a photo using CRM API v2. Yes it's documented and yes it still confuses me now and again. So I'm writing this to remind me and to keep reminding me of how to do this. Why? My use-case is that I have a photo...

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

Zoho CRM: Schedule a Call using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-schedule-a-call-with-deluge.html

18 November 2021 This is an article to document how to schedule a call with a reminder in Zoho CRM using Zoho Deluge. Why? Because I find a need to document anything that takes longer than 30 minutes to figure out so I don't spend so long the next time I have to do it....

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

Zoho CRM: Schedule a Meeting using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-schedule-a-meeting-using-deluge.html

02 March 2022 to build up a JSON request to create a meeting (previously known as Event) in Zoho CRM. Here's a quick snippet of code to remind me. How? Similar to how to create a call or task, but with some variation: // // initialize m_ScheduleMeeting = Map(); // //...

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

Sort order a dropdown list in MS InfoPath without programminghttps://www.joellipman.com/articles/microsoft/infopath/sort-order-a-dropdown-list-in-ms-infopath-without-programming.html

21 July 2011 Hey presto, I found a cheat/workaround: Click on the list to see your datasheet (has a MS Access icon in the top left to remind you what you're getting yourself into) Go to Settings Select Create View Select Datasheet View (you could probably use a...

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

Battery Constantly Drained on iPhonehttps://www.joellipman.com/articles/apple/battery-constantly-drained-on-iphone.html

27 November 2012 place: The empty arrow next to the battery indicator tells you that location services is enabled but it is attached to a reminder that needs to constantly monitor your whereabouts in order to "remind you". The reminder here was to charge the phone but...

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

SSIS Skip Blank Rows in Flat File Sourcehttps://www.joellipman.com/articles/microsoft/ssis/ssis-skip-blank-rows-in-flat-file-source.html

23 April 2013 This is a quick article to remind me on how to skip blank rows when using a Flat file as a data source. I would receive another Microsoft error as clear as mud: Error: The conditional operation failed. Error: SSIS Error Code...

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

Generate a Timesheet in MySQL https://www.joellipman.com/articles/database/mysql/generate-a-timesheet-in-mysql.html

05 December 2013 This article is to remind me how to create a blank weekly timesheet which reads the duration of events from a database and auto-completes your timesheet. Why? I'm being tasked to work with EPM (Microsoft Enterprise Project Management) more and more....

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

A quick run through of setting up an export process in SITShttps://www.joellipman.com/articles/web-development/xml/a-quick-run-through-of-setting-up-an-export-process-in-sits.html

21 August 2014 you do this, the task is rather daunting. Having done it a few times and run through a few, I thought I'd note this down to remind me if I ever work for a company using SITS:Vision again. How? For demonstration purposes, I'm going to create a table...

• Type: Article
• Author: Joel Lipman
• Category: Extensible Markup Language
• Language: *

Protecting your Joomla Administrator Sectionhttps://www.joellipman.com/articles/cms/joomla/protecting-your-joomla-administrator-section.html

23 October 2015 This is a quick article to remind me how to move a Joomla administration section and to lock it down to a specific IP address. The below does not involve installing any third-party extensions and will remain in place even if you update your Joomla CMS....

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

Excel - Check a column for values found in another columnhttps://www.joellipman.com/articles/microsoft/excel/excel-check-a-column-for-values-found-in-another-column.html

14 February 2019 This is an article to remind me how to search a column in an Excel file for values found in another column (in this example, on another worksheet in the same workbook). How? So for demonstration purposes, I'm using a new Excel file with two worksheets...

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

CSS Ordered List 1, 1.1...1.10 Formatting and Alignmenthttps://www.joellipman.com/articles/web-development/css/css-ordered-list-1-1-1-1-10-formatting-and-alignment.html

10 July 2019 A quick article to remind me on how create an multi-level ordered list that indents and aligns correctly. Why? I'm finding that I need to do this quite often for some clients who want to include their terms and conditions in quote/invoice templates and...

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

Zoho Creator: Retrieve record with case-insensitive queryhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-retrieve-record-with-case-insensitive.html

21 November 2019 Thought I'd put an article here to remind me how to make the retrieval of a record case-insensitive. Why? Consider that I have the following creator table: Product_Name Product_SKU -------------- ------------- MyProduct1 TEST01 Myproduct2 TEST02...

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

Zoho Deluge: Search Records with Special Characters (COQL)https://www.joellipman.com/articles/crm/zoho/zoho-deluge-search-records-with-special-characters-coql.html

28 August 2020 This is an article to remind me how to search for CRM records by a value that may contain an ampersand or parenthesis. Why? I wrote this article because some searches will work for me and sometimes it won't. Escaping the ampersand with a backslash or...

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

Zoho Creator: info/alert/modal/popup notification for any userhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-info-alert-modal-popup-notification-for-any-user.html

06 November 2020 So I thought I'd write a quick article to remind me and to develop a simple notification system that will popup for any user on the submit of a form, or on the click of a button or on the click of a link on a page. Why? Because alert (alert task) can...

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

Zoho Creator: Download File from ZohoCRM field type "File Upload" (not attachments)https://www.joellipman.com/articles/crm/zoho/zoho-creator-download-file-from-zohocrm-field-type-file-upload-not-attachments.html

02 February 2021 on how to download a file that was uploaded in CRM in a custom module in field that was of type "File Upload". Why? Just to remind me where I went wrong, I have a client with ZohoCRM who upload a PDF (can be any file but is usually a PDF) to a custom...

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

ZohoCRM: Deluge: Map a custom field from user profilehttps://www.joellipman.com/articles/crm/zoho/zohocrm-deluge-map-a-custom-field-from-user-profile.html

01 September 2021 A quick article to remind me how to quickly get a field from a user's settings based on the owner of a record. Why? A client had added a custom lookup field to the users settings called "Division" (similar to team name) and wanted any Opportunity record...

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

Zoho Deluge: Date from a String (dd/MM/yyyy to yyyy-MM-dd)https://www.joellipman.com/articles/crm/zoho/zoho-deluge-date-from-a-string-dd-mm-yyyy-to-yyyy-mm-dd.html

01 September 2021 A quick article to remind me of the regex to change a date from the format dd/MM/yyyy to yyyy-MM-dd. Why? Irrespective of server, organization or user settings, the date handling can vary. If we are getting a date from a CSV or other external source as...

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

Zoho CRM & Deluge: Adding 10 minutes to a CRM Date Time fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-deluge-adding-10-minutes-to-a-crm-date-time-field.html

11 November 2021 I already have an article documenting Pushing a value to a datetime field in CRM but wanted another article here to remind me of the Deluge code I need to add/subtract time. Why? Just want to add 10 minutes to a date/time field in ZohoCRM and wanted a...

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