ZohoCRM: Import Attachmentshttp://mail.joellipman.com/articles/crm/zoho/zohocrm-import-attachments.html

16 January 2023 filenames herein. Perhaps if you were doing this over several imports, you could use the same filenames, I didn't try this, instead my program generates a unique MD5 for each file with the filename appended. Because of MS Windows 11 limitations (any MS...

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

ZohoRecruit: Create Linking Table for Candidates and Associated Job Openingshttp://mail.joellipman.com/articles/crm/zoho/zohorecruit-create-linking-table-for-candidates-and-associated-job-openings.html

08 February 2023 Lookup field isn't being populated: Find the lookup field suffixed with _ID and send the correct record ID to this field instead. The lookup field (name only) can be omitted from the request.

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

Zoho Deluge: Shopify API: Get all active products with GraphQL and Paginationhttp://mail.joellipman.com/articles/crm/zoho/zoho-deluge-shopify-api-get-all-active-products-with-graphql-and-pagination.html

20 February 2023 I only resolved this by not using "endCursor" in my GraphQL and instead looped through the nodes to get the last cursor. Not sure if this meant any data was missing. Perhaps by forcing the sort criteria to be by order of cursor alphabetically; but we...

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

Zoho Creator: Disable/Hide the add and delete subform row buttonshttp://mail.joellipman.com/articles/crm/zoho/zoho-creator-disable-hide-the-add-and-delete-subform-row-options.html

28 February 2023 which gets autopopulated with a list of services. The client does not want their operations team adding/deleting rows and instead simply specifying quantity (defaulting to zero) alongside each serviceable item. How? So at time of print, this is the only...

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

ZohoDeluge: Inserting a new line character in a CSVhttp://mail.joellipman.com/articles/crm/zoho/zohodeluge-inserting-a-new-line-character-in-a-csv.html

01 March 2023 the same code worked great on one Zoho CRM, another client's ZohoCRM was not accepting "\n" as a new line character and instead would render/display it as "\n"... What I have Me,Myself,I\na,b,c What I want Me,Myself,I a,b,c How? So in this article I...

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

ZohoCRM: Integrate ChatGPT to ZohoZIAhttp://mail.joellipman.com/articles/crm/zoho/zohocrm-integrate-chatgpt-to-zohozia.html

06 March 2023 So annoyingly, the variable broadcast was unreliable in storing message conversations despite it's purpose being ideal. Instead, let's use a CRM function to store the conversation between ChatGPT and the CRM User. This way, we can also ensure that the...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• 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 m_InvoiceDetails.put("payment_terms",-3); // adding label because -3 often displays "Net 56" instead. m_InvoiceDetails.put("payment_terms_label","Due end of next month"); // // loop through line items and populate for each m_SOLineItem in...

• 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 "code": 2945, "description": "EXTRA_KEY_FOUND_IN_JSON" } How? So the quick answer is to build a nested map in your request instead of using the Creator/JavaScript period/dot character... Some might suggest it's an authorization error but if you do a...

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

ZohoCreator: Using .toFile and Uploading to a Creator fieldhttp://mail.joellipman.com/articles/crm/zoho/zohocreator-using-tofile-and-uploading-to-a-creator-field.html

25 March 2024 I thought having a file and then using ZohoCreator .content would be a good way to store data exceeding 64Kb but instead I found using additional multi-line fields performance-wise was better: // // bigger than 64kb c_Check.Cached_HTML = v_HtmlToCache;...

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

Zoho Creator: Render to PDF with margins and page numbershttp://mail.joellipman.com/articles/crm/zoho/zoho-creator-render-to-pdf-with-margins-and-page-numbers.html

07 May 2024 improvements right out of the gate. Then the client comes back and says things like "can we add this?", "can it say this instead?", "can it be in a bigger font?"... without pushing back too much, it can end up looking like those old websites with HTML...

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

ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Leadhttp://mail.joellipman.com/articles/crm/zoho/zohocrm-follow-up-and-remind-record-owner-to-convert-lead.html

14 May 2024 set it to only remind on business days excluding Saturdays and Sundays but you could modify the above to simply AddDay(n) instead of AddBusinessDay(n) if your guys operate over the weekends. The task will be on the lead record as soon as it is created...

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

MacOs: Transcribe Training Video using OpenAI Whisperhttp://mail.joellipman.com/articles/apple/macos-transcribe-training-video-using-openai-whisper.html

23 June 2025 -m pip install --user numpy Alternative: Using VOSK RuntimeError: Numpy is not available: Use VOSK instead: Install Vosk + Dependencies pip3 install vosk pip3 install soundfile # to apply punctuation and capitalized letters within transcript output pip...

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

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

18 September 2025 This was because I was trying to include the parameter addIfNotExist and I was using POST as the method in the invokeURL instead of PUT. INVALID_UPDATE_CRITERIA_CONFIGURATION","data":{"errorCode":8130,"errorMessage":"Invalid criteria configuration....

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

Zoho Survey & Zoho Analytics: Query to generate individual responses and grouped pageshttp://mail.joellipman.com/articles/crm/zoho/zoho-survey-zoho-analytics-query-to-generate-individual-responses-and-grouped-pages.html

25 September 2025 not using the CRM integration and this is a public Survey with an email field on it, then you may need the following query instead: SELECT concat('REF-', left_pad(to_integer(substring(r2."ID", 8)), 6, '0')) AS "Attempt ID", s."Title" AS "Survey",...

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

ZohoCRM & Xero: Function to pull most recent quoteshttp://mail.joellipman.com/articles/crm/zoho/zohocrm-xero-function-to-pull-most-recent-quotes.html

13 October 2025 with tax rates meant replicating a tax list copy from Xero to Zoho the Client doesn't use the Items module in Xero and instead puts the product name in the description field How? Because my head is a little fried, I'm putting the two functions I used...

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

ZohoBooks: Broken UK Banking Feedhttp://mail.joellipman.com/articles/crm/zoho/zohobooks-broken-uk-banking-feed.html

16 October 2025 to Open Banking connections handled by Plaid. The “via Plaid” or “via Yodlee” tags no longer appear in the UK interface; instead, you’ll see the bank listed as “& Country (United Kingdom).” Deleting accounts: Deleting a bank account can affect balances...

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

Joomla banners not rotatinghttp://mail.joellipman.com/articles/cms/joomla/joomla-banners-not-rotating.html

20 October 2009 OR the same category. The setting is in your Joomla > Module Manager > Banner... What I do is I don't select a client but instead just select a category. Set it to only display 1 banner at a time. If you want other categories to display, consider...

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

Add "Command prompt from here" to right-click context menuhttp://mail.joellipman.com/articles/microsoft/windows-os/add-command-prompt-from-here-to-right-click-context-menu.html

27 January 2010 Windows XP How? I keep having to do this every year as I reghost all my machines (=restore to sorta factory settings), so instead of googling it and going through other websites that work and don't; I thought I might as well post the way I do it: Open...

• Type: Article
• Author: Joel Lipman
• Category: Windows OS
• Language: *

Outputting PHP files into different file formatshttp://mail.joellipman.com/articles/web-development/php/outputting-php-files-into-different-file-formats.html

12 February 2010 text file. Then my client showed me how she then opens the text file in Excel, so I said we could get the script to do that instead. PHP to TXT header('Content-Type: text/plain; charset=utf-8'); header('Content-Disposition: attachment;...

• Type: Article
• Author: Joel Lipman
• Category: Personal Home Page
• 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 always been a date range rather than just the one date. The user must be allowed to select all results between two dates instead of just specifying the one day. If the second parameter (ToDate) is the same as the first (FromDate), then the range is for...

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