Zoho: Email Deliverability / SPF / DKIM / DMARC / Toolkithttp://mail.joellipman.com/articles/crm/zoho/zoho-email-deliverability-spf-dkim-dmarc-toolkit.html

04 May 2023 Who owns the domain (eg. mycompany.com) So this setup involves creating the TXT records on the DNS. Ideally, we would not want access to the DNS as Zoho Support as we could be blamed for any website / mail server issues not related to any of this setup...

• 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 A client of ours has a rather rich HTML email signature with a profile photo included. When sending an email from CRM, they want CRM to include this rich signature (different per user) at the bottom of the email message. How? So there are a few issues...

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

Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Templatehttp://mail.joellipman.com/articles/crm/zoho/zoho-books-estimates-quotes-accept-decline-buttons-on-template.html

04 November 2024 button on the estimate (aka Quote) notification template within ZohoBooks. Why? The use-case is simply that my client wants to make it easier for their customers to accept or decline a quote. Sure there's a portal and you can probably do it from there...

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

Zoho Deluge: Using Remove Key on a Map and Copying Record Tagshttp://mail.joellipman.com/articles/crm/zoho/zoho-deluge-using-remove-key-on-a-map.html

03 March 2025 article on. In this case, I had a function querying tags on a contact record which needed to be copied to a deal record. I wanted to copy over the tag but apparently, the ID of the tag is not allowed to be copied over. The official documentation says to...

• 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 ZDK.Client.showConfirmation('Changing Invoice Type to '+v_InvoiceType+' will re-write the line item(s).\n\nAre you sure you want to proceed?', 'Proceed', 'Cancel'); // if "Proceed" was clicked if (b_Proceed) { // start Loader...

• 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 can see an "Edit" button for this canvas. The edit mode of the canvas will popup in a new tab. Right-click on the tab you want to hide and click on "Add Element ID" (or "Change Element ID" if already set). Call them something easy to remember such as...

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

Zoho CRM: JS Widget: Generic Script to pass the Record ID to a CRM functionhttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-js-widget-generic-script-to-pass-the-record-id-to-a-crm-function.html

18 August 2025 need to refer to it in future. Why? We have an Accounts module which holds all the companies we deal with in our Zoho CRM. I want our sales team to be able to click on a button off the CRM account record which will call an API returning all the credit...

• 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 to pull some invoices but this one documents a pull and mapping into CRM invoices. Why? This took me a whole afternoon so I wanted a template function I could use in future when I get this request again. The additional benefit of having this template is...

• 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 for each m_XeroContact in l_XeroContacts { if(!isNull(m_XeroContact.get("ContactID"))) { // // to check if we want to update the CRM record for the account v_XeroTime = m_XeroContact.get("UpdatedDateUTC"); d_XeroAccountLastUpdated =...

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

Setting a rocket theme background to fixedhttp://mail.joellipman.com/articles/cms/joomla/setting-a-rocket-theme-background-to-fixed.html

06 September 2009 this information of the rocket theme forum but I thought I'd put how I resolved this here. The issue is basically that you want the background to stay in its position in the browser while the rest of the elements scroll about. Go to Extensions ->...

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

Hide Menu Item from Registered and Special http://mail.joellipman.com/articles/cms/joomla/hide-menu-item-from-registered-and-special.html

06 September 2009 Hide Menu Item from Registered and Special Refer to this link if you want to clean out a front-end admin interface with your website's style. The following is from http://forum.joomla.org/viewtopic.php?f=32&t=252258&start=0 at this date/time. Can't...

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

How to make a HTML form post its variables to itselfhttp://mail.joellipman.com/articles/web-development/html/how-to-make-a-html-form-post-its-variables-to-itself.html

17 September 2009 The Issue You have a PHP page which generates a HTML form. When the user submits the form, you want the same PHP page to process the data. Solution I've seen a lot of people write CGI requests but if you left the action attribute blank, this would do...

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

Making a CD copy with only one drivehttp://mail.joellipman.com/articles/microsoft/windows-os/making-a-cd-copy-with-only-one-drive.html

23 September 2009 This is in the case that you have only one optical drive which is a minimum of a CD Writer and you want to make a copy of a CD. Insert original CD in the drive In the CD Drive dialog box, click CANCEL On the desktop, double-click on MY COMPUTER...

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

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

20 October 2009 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 setting categories as vertical, horizontal and square banners. This means that you can...

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

On Gui Resize Eventhttp://mail.joellipman.com/articles/automation/autohotkey/on-gui-resize-event.html

09 November 2009 In the end, I found it hidden away in the Autohotkey help file and not under the gui events... The issue here is if you want to do something when a user resizes your program. If you search and search, you'll find that GuiClose responds to when you close...

• Type: Article
• Author: Joel Lipman
• Category: AutoHotkey
• 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 tab Scroll down and select (NONE) Folder as file type Click on Advanced Click on New... For the Action type what ever you want the context menu to display, I use Command prompt from here For the Application value type c:\windows\system32\cmd.exe (this...

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

Invalid arguments passed in router.php on line 325http://mail.joellipman.com/articles/cms/joomla/invalid-arguments-passed-in-routerphp-on-line-325.html

03 August 2010 Thought I'd put this error in here and how I fixed it. Basically because firstly I don't want to have to create an account on someone else's forum just to post my answer and secondly because my solution is a "cowboy fix" rather than the other...

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

Comparing two mediawiki siteshttp://mail.joellipman.com/articles/cms/mediawiki/comparing-two-mediawiki-sites.html

17 September 2010 In this particular case, I'm comparing my Live and Dev versions of the same MediaWiki site. I want to add the SQL queries I used to this article but I'm in the middle of carrying out this process and it's due in two hours. Checking both MediaWiki have...

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

SSRS Templates in BIDS 2008http://mail.joellipman.com/articles/microsoft/ssrs/ssrs-templates-in-bids-2008.html

01 April 2011 Open a Windows Explorer and make a duplicate of the report that you want to use as a template. Rename the copy (suffix with template?) Remove objects unique to the report and leave elements for all reports. File > Save selected item as... For SSRS...

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

Oracle SQL - Convert given list (CSV) into Rowshttp://mail.joellipman.com/articles/database/pl-sql/oracle-sql-convert-given-list-csv-into-rows.html

30 August 2011 Situation I have one column of values that I've suffixed a comma to but I want to display this as a rows in a table. This is for Oracle PL/SQL. My List: 1, 2, 3, 4, 5, 6 Yields: 1,2,3,4,5,6 Using this snippet SELECT EXTRACT (VALUE (d),...

• Type: Article
• Author: Joel Lipman
• Category: Oracle PL/SQL
• Language: en-GB