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

22 October 2021 workflow, I'm calling mine OnLoad Add New Action > Deluge Script: And I add the following to my deluge script, to remove the label "Tabs": v_Css = ""; v_Css = v_Css + ".zc-Tabs-label{display:none !important;}"; v_Css = v_Css + ""; input.Note_CSS =...

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

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

09 March 2022 a SPAN tag surrounding the date number (eg. "Wednesday9March"), which yields the following: Then I get rid of the label with the following CSS: label.zc-Calendar_Day_Select-label{display:none !important;} Then get rid of the round circles for radio...

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

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

14 October 2024 span{padding:0 !important;}"; // get rid of circular inputs v_CssStyle = v_CssStyle + ".zc-Color_Picker .customRadio+label{display:none !important;}"; // float the radio options to the left to be horizontal rather than vertical v_CssStyle = v_CssStyle +...

• 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 { "payment_terms": [ { "payment_terms_id": "123456000000000123", "payment_terms": 15, "is_default": false, "payment_terms_label": "Net 15" }, { "payment_terms_id": "123456000000000124", "payment_terms": 30, "is_default": false, "payment_terms_label":...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• 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 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 name is P_Goals which doesn't feature under the developer space > Zoho...

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

Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Signhttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-zoho-sign-send-crm-merged-template-for-zoho-sign.html

06 August 2024 Function: String fn_SendCreditApplication(Int p_ContactID) Label: Fn - Contact - Send Credit Application Trigger: Off a button on the contact record Purpose: Function used by a button off the contact record to send a credit application form for signing...

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

Creating a Profile Plugin for Joomla 1.6http://mail.joellipman.com/articles/cms/joomla/creating-a-profile-plugin-for-joomla-16.html

27 April 2011 to add extra fields to the user forms." PLG_USER_PROFILE5="User - Profile - JoelLipman.Com" PLG_USER_PROFILE5_SLIDER_LABEL="User Profile - JoelLipman.Com" PLG_USER_PROFILE5_FIELD_NAME_REGISTER_REQUIRE_USER="User profile fields for registration and...

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

Zoho Creator: Two submit buttons on a non-stateless form with 2 different redirectshttp://mail.joellipman.com/articles/crm/zoho/zoho-creator-two-submit-buttons-on-a-non-stateless-form.html

27 July 2021 Apply the following styling (this will depend on the theme you are using): .zc-Save_and_Close-group .decision-box-field label{ display:none !important; } .zc-Save_and_Close-group label{ cursor:pointer; outline:none; text-align:center !important;...

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

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

16 March 2023 Function: Map Take_Payment( Map invoice, Map organization, Map user) Label: Take Payment Trigger: On button click Purpose: Preps stripe terminal to take payment for balance of invoice. Inputs: invoice Outputs: - Date Created: 2023-02-24 - Initial...

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

Zoho Webhooks & Shopify API: Keep Disappearinghttp://mail.joellipman.com/articles/crm/zoho/zoho-webhooks-shopify-api-automatically-restore.html

22 April 2024 /* ******************************************************************************* Function: fn_Shopify_Webhook_OrderUpdate Label: Shopify - Webhook - Order Update Trigger: Function executed when a webhook from Shopify is sent to ZohoCRM (Order Update)...

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

ZohoCRM GetRelatedRecords INVALID_DATAhttp://mail.joellipman.com/articles/crm/zoho/zohocrm-getrelatedrecords-invalid_data.html

30 January 2025 Function: string standalone.fn_Deal_UpdateRelatedToCancelled() Label: Fn - Customer Deals - Cancel Related Records Trigger: Standalone Purpose: For any deal which is cancelled, cancel its related sales orders. Inputs: - Outputs: - Date Created:...

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

Zoho CRM: Client Script Confirmation Box and Popup Mailerhttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-client-script-prompt-and-popup-mailer.html

06 February 2024 and confirmation was Yes/true then proceed if (b_Proceed) { ZDK.Client.openMailer({ from: '', to: [{ email: v_ContactEmail, label: v_ContactName }], bcc: [{ email: 'no-reply@joellipman.com', label: 'Copy for myself' }], subject: 'Greetings from the Joel...

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

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

13 December 2023 first version of the script: /* ******************************************************************************* Function: - Label: Products - Correct Decimals Trigger: On Products Edit Page (Standard) > Page Event OnLoad Purpose: ZohoCRM only allows up...

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

Include a carriage return in a column headinghttp://mail.joellipman.com/articles/microsoft/sql-server/include-a-carriage-return-in-a-column-heading.html

07 July 2014 in your SQL statement, simply place your cursor where you want the carriage return and press Return/Enter. This has to be a label to the name of the column enclosed between square brackets or double-quotes: Before: SELECT calendar.WeekNumber AS...

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

Zoho Analytics: Set Up a Widget Displaying Sales Personhttp://mail.joellipman.com/articles/crm/zoho/zoho-analytics-set-up-widget-displaying-sales-person.html

24 October 2022 to display. Under "Show Value As", select Max Then click on the "Settings" tab and do the following: Under Primary Value - Label, enter the static text you want to display above the sales person (eg. "Sales Person") Alongside the Value field, enter...

• 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 Function: String fn_Workdrive_HostImage(string p_DownloadImageUrl, string p_WorkdriveFolder) Label: Fn - Workdrive - Host Image Trigger: Off a button / Standalone Purpose: This uploads an image to workdrive and returns a publicly-accessible link/URL for...

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

Zoho Analytics: Create a Monitoring System with Imageshttp://mail.joellipman.com/articles/crm/zoho/zoho-analytics-create-a-monitoring-system-with-images.html

25 July 2024 enough on the 1st tab): I'll click on the 3rd tab called "Settings" then on the sub-tab "Image", and click on the button labeled "Choose Image": I'll select "My Library" and click on the square with a plus sign on it to select images from my device: Now...

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

ZohoCRM Client Script: On Change of Dropdown: Subform Rewrite: REST Functionhttp://mail.joellipman.com/articles/crm/zoho/zohocrm-client-script-on-change-of-dropdown-subform-rewrite-rest-function.html

01 April 2025 /* ******************************************************************************* Function: csfn_Invoice_OnEdit_Type Label: csfn_Invoice_OnEdit_Type Trigger: Triggered on an invoice type change Purpose: Prepares the invoice as a deposit invoice or...

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

ZohoCRM / Client Script / Canvas: Hide Tab based on Pipelinehttp://mail.joellipman.com/articles/crm/zoho/zohocrm-client-script-canvas-hide-tab-based-on-pipeline.html

06 May 2025 Function: string standalone.fn_Deals_RetrievePipeline(String p_DealID) Label: Fn - Deals - Retrieve Pipeline Trigger: Standalone / REST API Purpose: Function used by a client script to retrieve the pipeline given a deal record id Inputs: Deal Record ID...

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

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

09 October 2025 Function: string standalone.fn_Xero_GetInvoices() Label: Fn - Xero - Get Invoices Trigger: Standalone / On-Demand / Callable Purpose: Function to get the first page of most recent invoices from Xero and pull them into ZohoCRM Inputs: - Outputs: - Date...

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