ZohoBooks: Stripe Terminal Integrationhttp://mail.joellipman.com/articles/crm/zoho/zohobooks-stripe-terminal-integration.html

16 March 2023 A quick article on some code added to a button in ZohoBooks off the invoice module to initiate your Stripe terminal to take a payment. Why? Just to make it easy on the staff at a counter or on the phone. They bring up the invoie in ZohoBooks, click on...

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

ZohoAnalytics: Pivot Campaigns vs Contactshttp://mail.joellipman.com/articles/crm/zoho/zohoanalytics-pivot-campaigns-vs-contacts.html

20 March 2023 A very quick article of a quick solution but at least a working example of an ANSI-SQL (ZohoSQL) query pivoting campaign results vs contacts. Why? Simply the client wanted a report on customers on each row and then the campaigns as columns. What we...

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

ZohoCRM: Get Organization Business Hours using Deluge/APIhttp://mail.joellipman.com/articles/crm/zoho/zohocrm-get-organization-business-hours-via-deluge-api.html

28 March 2023 A super quick article on getting the business hours set in ZohoCRM. Why? When creating a booking system in ZohoCreator, I want to enter the default working shift for an employee either existing or that has been added to the system based on the business...

• 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 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 that I...

• 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 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 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. Why? I've covered this...

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

SharePoint 2007: Change profile picture with minimal permissionshttp://mail.joellipman.com/articles/microsoft/sharepoint/sharepoint-2007-change-profile-picture-with-minimal-permissions.html

07 November 2013 This is a quick article on how to change your profile picture in your company's sharepoint site. Sounds straightforward but without being allowed to upload images or edit other profiles, each user has to do this with the permissions they've been given....

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

Zoho Books: Get Invoice Payment Terms via APIhttp://mail.joellipman.com/articles/crm/zoho/zoho-books-get-invoice-payment-terms-via-api.html

06 July 2023 A quick article on getting the payment terms in Zoho Books along with their IDs. Why? I often need to send through an automatic payment term on the creation of an invoice but lots of my clients set their due dates differently. How? The following snippet...

• 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 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 on a...

• 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 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 are...

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

MS Excel: Convert a text to a numberhttp://mail.joellipman.com/articles/microsoft/excel/ms-excel-convert-a-text-to-a-number.html

15 November 2013 This is a quick article on how to convert some cells in Microsoft Excel to number values... Why? OMG. Seriously Microsoft! I have spent an hour trying to convert a column of currency values to a number using Microsoft Excel 2010. Since when did MS Excel...

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

Regular Expressions in SQLhttp://mail.joellipman.com/articles/database/regular-expressions-in-sql.html

09 January 2014 Practice makes perfect. Or in my case, any practice is a start. This article serves as a quick note on how to use regular expressions within SQL statements: How? For the following examples, I am pretending to select rows from a table called `STUDENTS`....

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

SSRS No Delay for First Report of the Dayhttp://mail.joellipman.com/articles/microsoft/ssrs/ssrs-no-delay-for-first-report-of-the-day.html

11 April 2014 This article describes a solution our reporting server administrators found to cut the loading time of the first report of the day. Why? Take any SSRS report, if one of us was the first to run it on that day, it would take an additional 60 seconds to...

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

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 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 ZohoCRM...

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

Zoho Creator: Error Code 2945: EXTRA KEY FOUND IN JSONhttp://mail.joellipman.com/articles/crm/zoho/zoho-creator-error-code-2945-extra_key_found_in_json.html

04 October 2023 A quick article on how I resolved this error and how the online forums and documentation did not. Why? I don't often do this to create a Creator record but I'm going to use the shortcode function zoho.creator.createRecord() and wanted to update the...

• 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 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 in my site but I'm putting all of them here just for quick reference. How? Note that for the below, I recently updated this article (2024-05-21) due to the API domain name change from https://books.zoho.com to https://www.zohoapis.com/books and changed...

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

SSIS: Add Reference Microsoft.SqlServer.TxScripthttp://mail.joellipman.com/articles/microsoft/ssis/ssis-add-reference-microsoft-sqlserver-txscript.html

03 June 2014 This article is so that I don't spend so long in googling what the TxScript referenced assembly is when creating an SSIS custom component. How? This is simply the "Script Component" under "Extensions". No MSDN website said this... obvious to Microsoft...

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

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 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 included....

• 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 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. Other...

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