Zoho Deluge: Get All Orders from eBayhttp://mail.joellipman.com/articles/crm/zoho/zoho-deluge-get-all-orders-from-ebay.html

29 March 2023 What? Following on from my article: ZohoCRM: Get All eBay Active Listings, this is how to get all the orders from a client's eBay. Why? Our use-case is a data migration from eBay to a fresh instance of Zoho Inventory. In this task, we are simply getting...

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

ZohoCRM Webhook: Create ZohoInventory Records from an eBay orderhttp://mail.joellipman.com/articles/crm/zoho/zohocrm-webhook-create-zohoinventory-records-from-an-ebay-order.html

27 April 2023 What? This is a not-so-quick article that queries an eBay order and creates the relevant ZohoInventory item, contact, sales order, package slip, shipment order, invoice, payment records... Why? I'm storing this here as a reference and taking the bits...

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

Zoho Inventory: Enable Tracking using the APIhttp://mail.joellipman.com/articles/crm/zoho/zoho-inventory-enable-tracking-using-the-api.html

04 May 2023 What? One of these articles because I spent so long trying different snippets of code to enable tracking when using Deluge code to create an item in Zoho Inventory: Why? Who uses ZohoInventory for anything else than tracking stock...? How? So the quick...

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

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

19 June 2023 What? This is an article 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...

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

Zoho Deluge: Determine if Daylight Savings are in effecthttp://mail.joellipman.com/articles/crm/zoho/zoho-deluge-determine-if-daylight-savings-are-in-effect.html

03 July 2023 What? If you're lucky enough to build an application for a client based in a country that changes its clocks twice a year, then I'm opening this article without a 100% certain solution as I need to wait about 4 months until I can confirm this works....

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

Zoho Deluge: Get the Week Number if Week starts on a Mondayhttp://mail.joellipman.com/articles/crm/zoho/zoho-deluge-get-the-week-number-if-week-starts-on-a-monday.html

06 July 2023 What? A quick article on determining the week number of the year if your week starts on a Monday and not a Sunday. Why? I think it's the US system which generally says that a week starts on a Sunday but in the United Kingdom, the week generally starts...

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

SSRS Expand specific drilldown by defaulthttp://mail.joellipman.com/articles/microsoft/ssrs/ssrs-expand-specific-drilldown-by-default.html

23 February 2011 report, each drilldown row is collapsed (as opposed to expanded). The user can specify the date as it's a report parameter. What we want The user will select a date. We want the report to open with the specified day expanded and the remaining days that...

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

Set default parameter dates to start and end of monthhttp://mail.joellipman.com/articles/microsoft/ssrs/set-default-parameter-dates-to-start-and-end-of-month.html

05 April 2011 that I spend 30 minutes googling and reading up on is asking for an article on my own site. Besides this is how I did it and what worked for me... Set the default values for your from and to date respectively: -- From Date (european format - dd/mm/yyyy)...

• Type: Article
• Author: Joel Lipman
• Category: SQL Server Reporting Services
• Language: *

Code Troubleshooting Checklisthttp://mail.joellipman.com/articles/web-development/code-troubleshooting-checklist.html

03 June 2011 a problem, try drawing a picture. If you can't find a solution, try assuming that you have a solution and seeing what you can derive from that ("working backward") If the problem is abstract, try examining a concrete example. Try solving a more general...

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

Increase Recent Documents Number in Windows XPhttp://mail.joellipman.com/articles/microsoft/windows-os/increase-recent-documents-number.html

28 July 2011 (@www.kellys-korner-xp.com/xp_tweaks.htm). I'm not fond of downloading REG files and running them even if I have checked what it's doing. I'm putting a note here just for me: Start > Run > Regedit > OK Browse to...

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

Zoho Creator: Find Duplicates by Customer Name for Large Datasetshttp://mail.joellipman.com/articles/crm/zoho/zoho-creator-find-duplicates-by-customer-name-for-large-datasets.html

12 July 2023 What? There are other sources on the web which show you how to deduplicate a contact but usually involve entering a customer name or other key to check if there are already records in the system with that key. I can't sit there entering one customer at...

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

Zoho Deluge: Proper Case for Nameshttp://mail.joellipman.com/articles/crm/zoho/zoho-deluge-proper-case-for-names.html

13 July 2023 What? This is an open article without any completion in mind; to set the proper case of a name, as in capitalize the first letter, lower case the rest but then with exceptions. Why? Some of the Zoho Apps are incredibly case-sensitive and consider some...

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

Zoho Creator: Sendmail a list of attachmentshttp://mail.joellipman.com/articles/crm/zoho/zoho-creator-send-mail-a-list-of-attachments.html

20 July 2023 What? This is a very quick article on sending an email with Deluge which needs a dynamic number of files attached to it. Why? This came up during a call with another developer and it occurred to me that perhaps this isn't clearly documented. But there...

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

ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 charactershttp://mail.joellipman.com/articles/crm/zoho/zohobooks-code-15-ensure-billing-address-has-less-than-100-characters.html

18 September 2023 What? Another article on something I learned today despite never running into this issue before; but sending a billing/shipping address included in a request to create or update an estimate in ZohoBooks will fail... Why? I have a function to push a...

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

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

16 October 2023 What? A super quick article on how to pre-select the pipeline on deal creation within CRM based on the department specified on a user's profile. Why? A client asked that when staff create a deal/opportunity record in CRM, the pipeline is automatically...

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

Zoho Books: System Values Mapshttp://mail.joellipman.com/articles/crm/zoho/zoho-books-system-values-maps.html

07 November 2023 What? A collection of code snippets I seem to be regularly using to generate a dynamic map of system values held in a ZohoBooks instance. Why? Rather than hard-coding and having a ton of if..then statements, I can feed these maps a textual value and it...

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

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

14 November 2023 What? An example of code using the new API call "Module Record Count" with some criteria. Why? At time of print, I couldn't find an example of how to use this API call with search filters or criteria. Not sure about the rest of you, but I've been using...

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

ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRMhttp://mail.joellipman.com/articles/crm/zoho/zohocrm-zohowriter-generate-rich-email-signatures-in-crm.html

05 December 2023 What? This is an article to show you how to, using Deluge code, generate all the email signatures in the user profile in ZohoCRM. Why? To simplify the on-boarding process. A client of ours has a rather rich HTML email signature with a profile photo...

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

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

05 December 2023 What? A quick article with the code to download image attachments from a Zoho Ticket and then to upload the attachment to Zoho Analytics. Why? First of all, we couldn't find how to sync attachments from ZohoDesk to ZohoAnalytics using the integration....

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

Zoho Books: Error 7008: There are no contact persons associated with this Invoicehttp://mail.joellipman.com/articles/crm/zoho/zohobooks-error-7008-there-are-no-contact-persons-associated-with-this-invoice.html

07 March 2024 What? A quick article on how to get around this error. Why? The use-case here is that I am using the send invoice API and I kept getting this error despite including the customer_id and there was a primary contact on the customer record. This is from...

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