AutoHotkey - MS Windows 10 - Open Apps on Multiple Monitors and Desktopshttp://mail.joellipman.com/articles/automation/autohotkey/autohotkey-ms-windows-10-open-apps-on-multiple-monitors-and-desktops.html

18 July 2019 one desktop. If you have a multiple monitor setup (ie. more than 1 monitor), then MS Windows will almost remember which apps were open on which screen but always on Desktop 1. In addition, there are some developments on AutoHotkey forums where people...

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

Zoho Deluge: Setup an API Connection for InvokeURLhttp://mail.joellipman.com/articles/crm/zoho/zoho-deluge-setup-an-api-connection-for-invokeurl.html

12 August 2020 the next step. Setting up the Oauth Connector So return to your Zoho Books instance (or Subscriptions, Inventory, app you were making the connection): From within books (or inventory, subscriptions as these are simillar), go to edit a custom function...

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

Zoho Deluge: Post a multi-dimensional or nested array to a 3rd-party APIhttp://mail.joellipman.com/articles/crm/zoho/zoho-deluge-post-a-multi-dimensional-or-nested-array-to-a-3rd-party-api.html

03 February 2021 to a PHP script for testing but I have since sent something similar to an API expecting nested arrays (not sure if they were PHP) and it works. Why? This took me several days and in the end only going through various forums and documentation, I found a...

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

Zoho CRM & Zoho Creator: Query returns some fields missing other data on the recordhttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-zoho-creator-query-returns-some-fields-missing-other-data-on-the-record.html

26 July 2021 build a related list in Zoho CRM with a view on to related records in Zoho Creator. For some reason, only some random fields were being returned, all pretty much useless to me. Well the "for some reason" turned out to be because my detail view on the...

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

ZohoCRM: zoho.crm.searchRecords only returns certain recordshttp://mail.joellipman.com/articles/crm/zoho/zohocrm-search-records-only-returns-certain-records.html

29 July 2021 than it took me, why a zoho.crm.searchRecords() returns some of the records but omits others. Why? The use-case was that we were creating a custom related list on a Zoho Finance > Sales Orders module but it wasn't finding all the Quotes related to this...

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

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

22 October 2021 we have the tabs looking close to what we want, you will have noted that I have done this code in-line of the form. If you were to embed the form on to a page, you would be free to use some reserved CSS attributes on the page style rather such as...

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

Zoho CRM: Schedule a Call using Delugehttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-schedule-a-call-with-deluge.html

18 November 2021 schedule a call using the GUI then write a test function to check the JSON that is being returned for API names... If that were the case, it would have been a 5 minute job. Instead, it's turned into over an hour of figuring this out. So here's a working...

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

Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile)http://mail.joellipman.com/articles/crm/zoho/zoho-crm-using-a-function-for-validation-rules.html

11 February 2022 worth an article. The ability to block field picklist options from being selected based on the profile of a user. Why? There were several alternatives we considered beforehand which still didn't fit the requirement: A client's first-line agents would...

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

PC Build 2022: 5 Monitors connected to 1 PC using 1 GPUhttp://mail.joellipman.com/pc-build-2022-5-monitors-connected-to-1-pc-using-1-gpu.html

12 March 2022 Why is this an error? The Coolmoon fans come with screws which barely fit the fans and when attached to the case, if they were tightened too much, they would go right through the gaps resulting in the fans falling... But the crystal looks nice. Link(s)...

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

GoDaddy Apache cPanel: Install SSL Certificatehttp://mail.joellipman.com/articles/linux/cpanel/godaddy-apache-cpanel-install-ssl-certificate.html

07 April 2022 seems to require re-installing each year despite it's expiry in a couple years time. The first time I did it, there were more steps; the second time I just did as per the below. If I ever have to do the long process again, I'll add it to this article....

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

Zoho Books/Inventory: Trigger a workflow when an invoice has been paidhttp://mail.joellipman.com/articles/crm/zoho/zoho-books-inventory-trigger-a-workflow-when-an-invoice-has-been-paid.html

17 August 2022 and updates the custom fields. Executing the function this worked as expected. Now put it on a workflow where the settings were: When an invoice is "Created or Edited" Execute the workflow when "When any field is updated" Filter the triggers when Status...

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

Zoho Analytics: Determine profits from invoices and purchase ordershttp://mail.joellipman.com/articles/crm/zoho/zoho-analytics-determine-profits-from-invoices-and-purchase-orders.html

03 November 2022 for an invoice issued prior to this, and we want to work out profits in January, we're including the credit notes that were issued in January. I'm calling this one "My Credit Note Items": SELECT cn."Created Time" AS "Created", abs_month(cn."Created...

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

Zoho CRM: Manage a subform using Client Scripthttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-manage-a-subform-using-client-script.html

09 December 2022 If these are blank then enter the rates manually below: Rate Year 1.0, Rate Year 1.5,..."); } // update the fields (that were blank on the existing record - but now pulled from Opp or from set values) ZDK.Page.getForm().setValues({ 'Rate_Year_1_0':...

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

ZohoDeluge: Get All eBay Orders Given a From and Till Datehttp://mail.joellipman.com/articles/crm/zoho/zohodeluge-get-all-ebay-orders-given-a-from-and-till-date.html

28 February 2023 an access token then getting the OAuth access codes from the client. How? I'm going to split this into 2 code snippets that were in practice added to the same function and that worked at time of print. Note that this uses the old Trading API as the new...

• 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 Urlencoding or not didn't have much affect on the above but it is recommended you do as it did work if the criteria were encoded... The criteria is in the same syntax format as the one used in the Search API call. Code-wise using the same criteria...

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

Zoho Creator: Get Images in Report to be Exported to PDFhttp://mail.joellipman.com/articles/crm/zoho/zoho-creator-get-images-in-report-to-be-exported-to-pdf.html

26 January 2024 when you download the PDF and view this outside of the Zoho instances, the photos don't display. This is because the photos were just links in the Zoho Creator image field, links to another Zoho app that is behind a user wall (ie. login and password as...

• 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 This is from within ZohoCreator, requesting for an invoice in ZohoBooks to be sent. How? So the key here is that there were no contact persons on the customer record. Instead, when building the invoice, this had to be added (don't ever remember having...

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

ZohoCreator: Basic Widget with Zoho Datahttp://mail.joellipman.com/articles/crm/zoho/zohocreator-basic-widget-with-zoho-data.html

14 March 2024 Passed in URL - Cannot use window.location URL var queryParams = ZOHO.CREATOR.UTIL.getQueryParams(); // Check parameters were even specified if (queryParams.p_ShopifyEmail !== undefined) { v_ShopifyEmail = queryParams.p_ShopifyEmail; } if...

• 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 in Step 1: // ******************************************************************************* // delete any tasks that were transferred from the lead record relating to reminding staff to convert the lead. // l_RelatedTasks =...

• 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 visualize the health of the system. Why? The use-case here is to build a system which monitors a Zoho App for when records were last modified and if a synchronization process starts to fail, there should be images or icons warning or advising of...

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