Zoho CRM: ZDK Client Script: Auto-Select Pipeline based on User Departmenthttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zdk-client-script-auto-select-pipeline-based-on-user-department.html

16 October 2023 Pipeline Options Login to ZohoCRM as a system administrator > Go to Setup > Pipelines Using the "Standard" layout, let's simply create a new pipeline by clicking the button in the top right. For this demo, we ensure there are at least 2 pipelines: "Hire...

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

ZohoCRM: Using Criteria with Module Record Counthttps://www.joellipman.com/articles/crm/zoho/zohocrm-using-criteria-with-module-record-count.html

14 November 2023 / v_PerPage); info v_Pages; Call with datetime criteria: NB: You can't compare a date time value to a field that is simply of datatype: date v_PerPage = 200; v_CountCriteria = "((Quote_Stage:equals:" + encodeUrl("Draft") + ")AND(Created_Time:less_than:"...

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

Zoho Webhooks & Shopify API: Keep Disappearinghttps://www.joellipman.com/articles/crm/zoho/zoho-webhooks-shopify-api-automatically-restore.html

22 April 2024 the record but that's it. Processing the record must be done at a later time or in a different process but sometimes it simply will not process it all and respond to Shopify within 1 second. How? So let's begin with the code snippets as these might...

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

Zoho Creator: Render to PDF with margins and page numbershttps://www.joellipman.com/articles/crm/zoho/zoho-creator-render-to-pdf-with-margins-and-page-numbers.html

07 May 2024 and would rather just find it on my site than going through multiple bookmarks. Why? This use-case is for a customer who simply wanted a quote template to be rendered for PDF or print format. I have another article for a different client who wants a...

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

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 "Lead Conversion Time" is less than 4 (4 days not 4 business days?). Though I've removed this condition since go live and simply specified "All Leads". I'm calling my function fn_Leads_FollowUpNonConverted with the parameter being the Lead Record ID: /*...

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

ZohoAnalytics & ZohoBooks: Custom Related List from Analyticshttps://www.joellipman.com/articles/crm/zoho/zohoanalytics-zohobooks-custom-related-list-from-analytics.html

09 July 2024 Additional Note that for reading the data from Analytics, we cheat by creating a table in ZohoAnalytics rather than simply writing a query and using the 'asynchronous' method to extract the query result. To create an analytics table from a query, we do...

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

ZohoCRM GetRelatedRecords INVALID_DATAhttps://www.joellipman.com/articles/crm/zoho/zohocrm-getrelatedrecords-invalid_data.html

30 January 2025 "api_name":"data" }, "message":"invalid data", "status":"error" } How? I recall covering this solution before but it boils simply down to the zoho.crm.getRelatedRecords() not retrieving related records which are clearly visible when using the CRM. The...

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

Zoho Creator: isBlank and isNull: Before or After?https://www.joellipman.com/articles/crm/zoho/zoho-creator-isblank-and-isnull-before-or-after.html

10 February 2025 Null is FALSE */ Conclusion The recommended best practice for checking if the variable is null, contains blanks, or is simply an empty string would be: if(isBlank(v_Test)) { info "isBlank Preceding is TRUE"; } If you're not expecting the user to enter...

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

Setting up your store to use SSLhttps://www.joellipman.com/articles/ecommerce/setting-up-your-store-to-use-ssl.html

11 September 2009 In this example we will assume your webstore is located at http://www.example.com/store If you have dedicated SSL simply go to your master doman and store directory using your browser. http://www.example.com/store You should now be presented with your...

• Type: Article
• Author: Joel Lipman
• Category: eCommerce Systems
• Language: *

Change default order of weblinkshttps://www.joellipman.com/articles/cms/joomla/change-default-order-of-weblinks.html

15 November 2009 'title'); Now I've ordered my weblinks by title in this example, but here are some others that may be of interest (simply replace the word title with one of the bolded words below): id - by weblink identifying number catid - by category identifying...

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

Is it a scam? Gumtree.com's warning signshttps://www.joellipman.com/hardware/is-it-a-scam-gumtreecoms-warning-signs.html

12 October 2010 Terriers and Chihuahuas. These ads are usually accompanied by staged pictures. The pets don't exist and the fraudsters are simply trying to get you to pay money upfront. Remember, be wary of overseas sellers. Source:...

• Type: Article
• Author: Joel Lipman
• Category: IT Support
• Language: *

Passwords: Did-you-knowhttps://www.joellipman.com/hardware/passwords-did-you-know.html

15 November 2010 of nightmare stories by security companies but one of my favourites is when the company hired to hack the client’s network simply drops loads of free nice USB flash drives in the parking lot. Employees pick them up and plug them into their machines at...

• Type: Article
• Author: Joel Lipman
• Category: IT Support
• Language: *

Merge the content of two similar tables in MySQLhttps://www.joellipman.com/articles/database/mysql/merge-the-content-of-two-similar-tables-in-mysql.html

11 January 2011 know, the alias "AS" is optional in MySQL (think it's optional for most SQL forms). I found that to add further tables, simply start with another "UNION ALL" clause with a note to give the 3rd table a different alias to the 2nd (so "C" instead of "B"):...

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

What's the problem? Amusing computer issueshttps://www.joellipman.com/articles/web-development/whats-the-problem-amusing-computer-reports.html

28 April 2011 had obviously designed the template to work in one browser only: Internet Explorer version 7. The marketing web-gurus were simply using different browsers. The project leader was on IE7, while their designer was on an Apple Mac using Safari, and a third...

• Type: Article
• Author: Joel Lipman
• Category: Web-Development
• Language: *

Joes Quicklist Weblinks (JQW)https://www.joellipman.com/component/content/article/joes-quicklist-weblinks-jqw.html?catid=40

03 July 2011 because I am using a RocketTheme template but this should work if you have RocketTheme's RokBox Extension installed. It simply opens an external link in a "lightbox" which is a pretty cool effect, see the front page of www.joellipman.com and click on...

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

MySQL parameters in Excel 2007 PivotTableshttps://www.joellipman.com/articles/database/mysql/mysql-parameters-in-excel-2007-pivottables.html

24 August 2011 work. The last date of this week was: =DATE(YEAR(TODAY()),MONTH(TODAY()),DAY(TODAY())-WEEKDAY(TODAY())+2)+7-1 Note how I'm simply adding 7 to the start of the week date (subtract 1 so this is not inclusive). Crude solution but it works in Excel 2007 Now...

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

Joes DNS Correction (JDC)https://www.joellipman.com/component/content/article/joes-dns-correction2.html?catid=40

25 November 2011 is functioning normally and it's just YOU! Script Function If you are on a network that frequently loses connection or simply forgets what intranet site you were trying to access and your usual solution is a reboot, then this tool may be for you. In my...

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

Returning Oracle Stored Procedure Resultset in SSRShttps://www.joellipman.com/articles/microsoft/ssrs/returning-oracle-stored-procedure-resultset-in-ssrs.html

19 January 2012 Well almost as you still need to design your report. At least this article should have got you to the part where you're simply specifying what data displays where. It took me 4 days to figure this out then document it. Here's to hoping that this saves...

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

No rows returned in Oracle causes SP to failhttps://www.joellipman.com/articles/database/pl-sql/no-rows-returned-in-oracle-causes-sp-to-fail.html

24 January 2012 display a "No data found" message when no rows are returned. This does not affect the above problem as the stored procedure simply fails and discontinues processing the overall report. How? Browsing the web for a solution, most suggest using NVL() but...

• Type: Article
• Author: Joel Lipman
• Category: Oracle PL/SQL
• Language: en-GB

Print Directory Contents to a Filehttps://www.joellipman.com/articles/microsoft/windows-os/print-directory-contents-to-a-file.html

19 July 2012 A friend asked me if there was a quick way to simply right-click on a folder in Windows Explorer and it would generate a text file with the contents of the directory he right-clicked. What? We can do this by adding an entry to the context menu (when you...

• Type: Article
• Author: Joel Lipman
• Category: Windows OS
• Language: *