Zoho Creator: Set Up Custom Domain for Customer Portalhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-set-up-custom-domain-for-customer-portal.html

17 November 2020 the top right: Under Portal URL, select "Custom Domain" and in the field below, enter the full domain (incl. subdomain) you want to use: Then click on "Save". If you have access to the DNS manager for the subdomain/domain of your customer portal, or you...

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

Zoho Creator: Button on Report for Merging Multiple Selected Recordshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-button-on-report-for-merging-multiple-selected-records.html

06 December 2020 have a button that loops through all the selected (ticked) records. The example below documents a report of Quotes where we want to merge all the product line items of each quote into one single quote. Why? I've written this article because I keep...

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

Zoho CRM & Zoho Creator: Query returns some fields missing other data on the recordhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-creator-query-returns-some-fields-missing-other-data-on-the-record.html

26 July 2021 because my detail view on the report was displaying a report/document template. How? The quick answer is: Add the fields you want to the detail view of the report you are accessing. The detailed resolution is: Create a duplicate of the report with the...

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

Zoho Creator: Receive eBay Order Notifications via Webhookhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-receive-ebay-order-notifications-via-webhook.html

20 September 2021 created and click on the ellipsis/three dots icon Select REST API and enable the API Key, this will return a URL that you want to copy to clipboard or notepad for later use. Set Notification Preferences Finally, here's the function that subscribed my...

• 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 a guide or reference which was applied for one client but would need adapting to match the colors or style the next client wants. Why? The scenario is that my client has quite a long Creator form and instead of scrolling down while entering data, they...

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

Zoho CRM & Zoho Inventory: Upload Image to Item Record using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-inventory-upload-image-to-item-record.html

21 June 2022 Zoho Inventory. Why? We're enhancing the out-of-the-box integration from eBay to Zoho Inventory bespoke for a customer. We want the photo on eBay to be downloaded and uploaded to the Zoho Inventory record for the respective record. As Zoho Books and...

• 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 Date") GROUP BY invsopoitm."Invoice ID" Additional Here are some other queries that are required for the above but you may want to use the out-of-the-box modules instead: Sometimes, a salesperson or user might be generating an invoice on behalf of the...

• 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 documenting how to remove the block on changes to a system field in ZohoCRM. Why? Our use-case today is that a customer wanted to map the Postal Code or Zip from a Lead record to an opportunity (or Deal) record. If you are using custom fields, then just...

• 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 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 pretty...

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

Zoho People: Get Performance Records over APIhttps://www.joellipman.com/articles/crm/zoho/zoho-people-get-performance-records-over-api.html

18 September 2025 admin) Go to Settings (cog icon in the top right) Click on "Performance" Click on "Extend Service" Click on the form you want the data from, in our case "Objectives" (renamed from "Goals") Note the label name in the top right: In our case, the form link...

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

Mouseover Links in AutoHotkeyhttps://www.joellipman.com/articles/automation/autohotkey/mouseover-links-in-autohotkey.html

08 July 2011 this all about? Well I want the basic hover effect: when my mouse cursor hovers over a link, I want that link to turn blue and display an underline. When I move the cursor away from the link, I want the link returned to black without an underline. How?...

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

Reminder on SSRS row separatorhttps://www.joellipman.com/articles/microsoft/ssrs/reminder-on-ssrs-row-seperator.html

26 October 2011 SP3 Workstation Business Intelligence Development Studio 2008 (BIDS) SQL Server Reporting Services 2008 R2 (SSRS) What do I want? I have a report displaying room bookings. Each row lists the day, date, room name, start/finish times, booking details and...

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

SSRS Change Background Color of Imagehttps://www.joellipman.com/articles/microsoft/ssrs/ssrs-change-background-color-of-image.html

08 April 2014 has one color which will be transparent, the transparent pixels will be colored in with the page background color. Why? I want an image to display per row as a status marker for 3 different types of results: Success, Failure, Unknown. My images are...

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

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

04 February 2025 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 severaly instances of an API which accepts HTML and returns a PDF file. Nothing complex but issues...

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

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 and message content already populated. How? The example from the Kaizen series uses a record with canvas mode applied; but I wanted to try it without a canvas to see if we can have this functionality using the out-of-the-box ZohoCRM. Client Script...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• 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 wondering how to get the default contact form in Joomla 1.5 to redirect you to another page after you submit it, or if you wanted to change the default text that is displayed "Thank you for your e-mail" to something else I will explain how in this...

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

Using a HTML form and PHP to upload a filehttps://www.joellipman.com/articles/web-development/php/using-a-html-form-and-php-to-upload-a-file.html

17 September 2009 Issue Basically you have a HTML form with an input field type of 'FILE' (ie. ) and want a PHP file to process this. This example applies to a Linux Apache MySQL PHP (LAMP) environment. The Solution 1. The first thing to do is check that your HTML form...

• Type: Article
• Author: Joel Lipman
• Category: Personal Home Page
• Language: en-GB

Mediawiki Extension for Camtasia Studio SWF videoshttps://www.joellipman.com/articles/cms/mediawiki/mediawiki-extension-for-camtasia-studio-swf-videos.html

08 October 2009 in Camtasia Studio. My Setup MediaWiki v1.14.0 PHP v5.1.6 MySQL v5.0.45 Camtasia Studio v5.0 For Demonstration Purposes We want to add a video called "EXAMPLE.SWF" to an article Let's begin Create your video in Camtasia Studio and produce the SWF files...

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

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

15 November 2009 maintains the functionality for the user to change the sort order by clicking on the column titles. The page you want is /components/com_weblinks/models/category.php and you are going to edit the _buildQuery() function, search the file for the following...

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

Embed an FLV file into a web pagehttps://www.joellipman.com/articles/web-development/html/embed-an-flv-file-into-a-web-page.html

09 March 2010 This is if you have an FLV file and you don't want any fancy management system, you just want your FLV to play on your webpage. The following example is a demonstration of how to do this without installing anything on your webserver. I like to use...

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