Zoho CRM: Client Script Confirmation Box and Popup Mailerhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-client-script-prompt-and-popup-mailer.html

06 February 2024 here is non-existent. It's more of a play around to see what can be achieved and how much this can be customized. The task I've set for myself is as follows: Trigger if the contact record has a tickbox called "Extra Confidential" ticked/checked=true...

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

Keyboard and mouse shortcuts in Google Chromehttps://www.joellipman.com/articles/google/keyboard-and-mouse-shortcuts-in-google-chrome.html

23 September 2009 Ctrl+Shift+B Opens the Bookmark manager. Ctrl+H Opens the History page. Ctrl+J Opens the Downloads page. Shift+Esc Opens the Task Manager. Shift+Alt+T Sets the focus on the browser toolbar. Use right and left arrows on the keyboard to navigate to...

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

Project Plan for Freelance Websitehttps://www.joellipman.com/articles/web-development/project-plan-for-freelance-website.html

25 February 2010 Submit drafts or sketches (rough layouts - can be on paper in pencil...) Discuss timelines / milestones (milestone= when a task is completed - it's either done or not) Submit all marketing, promotional material (can include fonts, images, word...

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

Checklist for the local computer repairshttps://www.joellipman.com/hardware/checklist-for-the-local-computer-repairs.html

28 April 2011 for increased performance during troubleshooting Note background and visual settings to restore after troubleshoot Run Task Manager and display “Performance” tab. Check user profile size. Recommended quarter of physical RAM (eg. x Accessories > System...

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

Run commands for Windowshttps://www.joellipman.com/articles/microsoft/windows-os/run-commands-for-windows.html

05 July 2011 Storage Operator Requests ntmsoprq.msc Resultant Set of Policy (XP Prof) rsop.msc Scanners and Cameras sticpl.cpl Scheduled Tasks control schedtasks Security Center wscui.cpl Services services.msc Shared Folders fsmgmt.msc Shuts Down Windows shutdown...

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

T-SQL example of Case-Sensitive Soundexhttps://www.joellipman.com/articles/database/t-sql/t-sql-example-of-case-sensitive-soundex.html

10 October 2012 final system (qlikview) was case-sensitive despite our server collation being case-insensitive. Furthermore, we now have the task of finding all the variations of the default values which we found we could do with the built-in SOUNDEX function. How?...

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

SSIS Skip Rows in Excel Source filehttps://www.joellipman.com/articles/microsoft/ssis/ssis-skip-rows-in-excel-source-file.html

04 April 2013 column of the data range and NOT the first column of the data sheet (eg. F1 = B11) !!! Additional We add a conditional split task to the data flow which only passes through rows from the Excel sheet which are not blank/null. Browsing the net, I found...

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

AHK Countdown Tooltiphttps://www.joellipman.com/articles/automation/autohotkey/ahk-countdown-tooltip.html

17 July 2014 same time. Amend the "FinalDate" value to when you leave, compile the code into an executable, and schedule it as a windows task for when you are logged in: ; ; AutoHotkey Version: 1.0.47.06 ; Language: English ; Platform: Win9x/XP ; Author: Joel Lipman...

• Type: Article
• Author: Joel Lipman
• Category: AutoHotkey
• 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 to your business requirements. Why? If you're developing in SITS, and you use the client, the first time(s) 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...

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

Zoho Deluge: Duplicate/Clone a Recordhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-duplicate-clone-a-record.html

17 March 2020 of code required to duplicate or clone a record in Zoho CRM using Zoho Deluge. Why? The aim here is to have a scheduled task that on the 1st of every month, takes the invoices for the month before, and duplicates each one for the new month. How? First...

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

Zoho Creator: Download uploaded file and attach to Sales Order in Zoho Bookshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-download-uploaded-file-and-attach-to-sales-order-in-zoho-books.html

15 May 2020 it whatever: eg. OnUserInput_ZBSoRef Put the following Deluge code: input.Attached_Files_in_CRM = false; Setup a scheduled task in Creator Schedules > New Workflow Choose a Date Field Start Date: select form and choose Modified_Time Run this process on...

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

Zoho Creator: Create a Widget which uses JavaScripthttps://www.joellipman.com/articles/crm/zoho/zoho-creator-create-a-widget-which-uses-javascript.html

24 October 2020 been using Zoho services and programming in Zoho Deluge for a few years now, even I thought of Zoho Widgets as a daunting task. But after doing some, I realize this is actually very quick to do and much easier than first thought. The article below...

• 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 as a link or you can put in a Note Field for the user to download just by clicking it. Additional: Why not set a scheduled task on the expiry date/time to delete this entry for both house-keeping and security? with the following deluge...

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

Xero API: Send Multiple Invoiceshttps://www.joellipman.com/articles/crm/xero/xero-send-multiple-invoices.html

15 August 2021 to Xero in one API call? Why? Our use-case is in Zoho Deluge which couldn't generate more than 5 invoices in a scheduled task because Xero only allows 5 concurrent connections at one time... And Zoho was trying to send about 7 at a time (as in schedule...

• Type: Article
• Author: Joel Lipman
• Category: Xero
• 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 uploaded successfully","status":"success"} Source(s): ZohoCRM REST API: Upload a Photo Zoho Deluge: invokeURL task for API calls

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

Zoho Creator: Shopify API Integration Oauth 2.0 - Update 2022 (Search by SKU GraphQL)https://www.joellipman.com/articles/crm/zoho/zoho-creator-shopify-api-integration-oauth-2-0-update-2022.html

14 February 2022 parameters: m_GraphQl.toString() headers:m_Header ]; info r_GetProduct; Awesome! Now for the primary objective of this task, which was to recover the relevant product based on any given Product SKU. Making the above into a function as well as returning...

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

Zoho CRM & Creator: Download attachment and upload to Creator file fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-creator-download-attachment-and-upload-to-creator-file-field.html

11 March 2022 back to CRM. How? At time of print, things have moved on and based on the Zoho official forums, this used to be a daunting task. Not anymore at least from what I've seen. You could try adding a subform to Creator but have it as a blank form rather than...

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

Zoho Inventory: Mark a package slip as delivered and shippedhttps://www.joellipman.com/articles/crm/zoho/zoho-inventory-mark-a-package-slip-as-delivered-and-shipped.html

14 July 2022 A quick article on a code snippet to mark a package as shipped and delivered in Zoho Inventory. Why? As usual, any task like this that takes me longer than an hour, I'd like to document for future use. The use-case is the client has their own delivery...

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

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

03 November 2022 I had to break this down into several queries to generate the dataset, then use these as pseudo-subqueries. The first task was to determine the cost of each item purchased; including shipping and tax. The second is to associate these to the invoiced...

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

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

08 February 2023 called "Candidates x JobOpenings" (with alternative API name as "CustomModule6"). Just to add to the complexity of the task, the client has their own reference for Candidates which they called "Candidate Ref" and their own reference for the JobOpening...

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