Zoho CRM: Get Unique Values of a Text Fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-get-unique-values-of-a-field.html

08 October 2021 200, "more_records": true } } Which isn't what I want because it has returned the same currency several times and thinks they're unique/distinct because the IDs of each quote record are different. Having spoken to Zoho and raised with the Zoho Deluge...

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

Zoho Creator: Change Radio into Tabshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-change-radio-into-tabs.html

22 October 2021 wants. Why? The scenario is that my client has quite a long Creator form and instead of scrolling down while entering data, they would prefer if they could have tabs along the top to display each section. How? The way we do this is by applying our own...

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

Zoho Creator/Deluge: Calculating with Timezone Offsethttps://www.joellipman.com/articles/crm/zoho/zoho-creator-deluge-calculating-with-timezone-offset.html

07 December 2021 timezone "America/Los_Angeles" (-08:00). And our customer is in "Europe/Luxembourg" (+01:00). We want to tell our customer they have an appointment at 4pm their time in Luxembourg; tell the agent/salesperson to call the customer at 7am in Los Angeles;...

• 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 specific numbers are used both for outbound and inbound but local to the customer and we want to remind our customer that they have an appointment in 1 hour with us. How? The code is actually pretty straightforward but you will need to follow these...

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

Zoho Creator: Radio group into Calendar Carouselhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-radio-group-into-calendar-carousel.html

09 March 2022 was similar to the Zoho Bookings interface where their Creator app is to present the user with the days of the week which they can then click on to select a particular day. Some navigation is required in the form of a left arrow and right arrow to see...

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

ZohoCRM: Import Attachmentshttps://www.joellipman.com/articles/crm/zoho/zohocrm-import-attachments.html

16 January 2023 bunch of files into a ZohoCRM system. Why? Our use-case here is a data migration for a client from a legacy CRM to ZohoCRM. They have a lot of files they want attached to their respective records in CRM. This took me a while as our own documentation is...

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

Zoho CRM: Change System Field Lengthhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-change-system-field-length.html

19 June 2023 (or Deal) record. If you are using custom fields, then just ensure that the data type and field lengths match. In this case, they are system fields for the Postal Code which out-of-the-box differ in length so they do not list the postal code on the deal...

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

ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Reporthttps://www.joellipman.com/articles/crm/zoho/zohodesk-zohoanalytics-display-ticket-attachments-in-analytics-report.html

05 December 2023 here is that a client wants customers to submit ZohoDesk tickets and upload photos of the problematic product to the ticket. They then want an Analytics report to show these photos. How? The following is simply the steps to create a data table in...

• 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 Level Update notification Note that this one is not the "Inventory Item Update" as I get the two muddled up very often and they don't do the same thing. We want this triggered whenever the stock level of a product changes. /*...

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

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

06 August 2024 which does all of that for you; with only you needing to approve the document before it gets sent to the end user, and when they finish signing it, it attaches automatically back on to the record?... It is possible. The article below documents it but as...

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

Zoho Creator: Input Color Pickerhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-input-color-picker.html

14 October 2024 about hexadecimal color references and Red Green Blue (RGB) values is somewhat difficult. What would be nice-to-have is if they could be presented with a bunch of colors and they click on one to select it. When are colors used? Well in this use-case, we...

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

Docman - Uploaded a document and can't see ithttps://www.joellipman.com/articles/cms/joomla/docman-uploaded-a-document-and-cant-see-it.html

29 June 2009 As with all Joomla articles and files, you need to check that they have been published and approved. Sometimes you don't have to and it's all automatic, but if they're not showing: Check that they're in the right section and category Check that they...

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

Upgrading Joomla CMS version 3.x to Joomla CMS 5.xhttps://www.joellipman.com/articles/cms/joomla/upgrading-joomla-cms-version-3-x-to-joomla-cms-5-x.html

04 February 2025 '$.spfeatured_image_alt') IS NOT NULL); Get Search to find ALL articles I noticed that if I search for some of my articles, they weren't appearing in the smart search but I could see them in the category blogs. Login to Administrator > Components >...

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

Zoho Deluge: Nested Catch Statementshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-nested-catch-statements.html

04 February 2025 said this was not possible... and to deal with a scenario which exists for a client of mine. The use-case for my Cx is that they need documents converted from HTML to PDF — as in we send it a bit of code in HTML and we want a PDF file returned. I have...

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

ZCRM Client Script: Correct Decimal Fields OnLoadhttps://www.joellipman.com/articles/crm/zoho/zcrm-client-script-correct-decimal-fields-onload.html

13 December 2023 places. As this is more than specified on the ZohoCRM field properties, as soon as the staff user tries to save the record, they will get a validation error on the decimal field even if that's not the field that is being changed: Decimal places for the...

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

GDPR Privacy Policyhttps://www.joellipman.com/static-items/gdpr-privacy-policy.html

14 February 2019 and its associates and sublicensees the right to use the name that you submit in connection with such content, if they choose. You represent and warrant that you own or otherwise control all of the rights to the content that you post, that the content...

• Type: Article
• Author: Joel Lipman
• Category: Static Items
• Language: *

How to redirect the visitor after the contact pagehttps://www.joellipman.com/articles/cms/joomla/how-to-redirect-the-visitor-after-the-contact-page.html

06 September 2009 in the code to redirect to the item ID - remove menu item Ultimately this solved the problem of redirecting the user after they complete the contact form: If you were wondering how to get the default contact form in Joomla 1.5 to redirect you to another...

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

Pancakeshttps://www.joellipman.com/articles/_other-misc/pancakes.html

07 July 2009 you do so. Next gradually add small quantities of the milk and water mixture, still whisking (don't worry about any lumps as they will eventually disappear as you whisk). When all the liquid has been added, use a rubber spatula to scrape any elusive...

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

How To Make Chocolate Chip Cookieshttps://www.joellipman.com/articles/_other-misc/how-to-make-chocolate-chip-cookies.html

30 September 2009 globs of dough, by rounded tablespoons, onto an parchment paper-lined cookie sheet. Leave about 2 inches between cookies - they'll spread out when they bake. Step 4: Bake Bake your cookies about 8-10 minutes, until they're golden brown, but still soft...

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

Community Builder in Joomla Vulnerabilityhttps://www.joellipman.com/articles/cms/joomla/community-builder-in-joomla-vulnerability.html

10 November 2009 (v1.2) and Joomla (v1.0.14) then you're vulnerable to a hack. Watch for users signing up with the .ru top-level domain as they love playing this about and giving all russians a bad name on the net. If you visit your site and receive either the above...

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