Knowledge base / Since 1999
Practical solutions and technical notes from CRM platforms, workflow automation, APIs, databases and the systems around them.
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A quick article on how to get Zoho CRM to update the deal or opportunity type field with "New Business" or "Existing Business" depending on whether this won opportunity is the second time for this account.
This is an article to document how to configure Zoho People and Zoho Analytics so that reporting teams can access analytics data restricted by region. It explains how to separate global HR access from regional reporting access, how to prevent users from viewing employee or payroll data outside their area of responsibil...
A very quick article on a small client script to set the Account field on the Quote from a lookup field on the Deal record.
A short article explaining how Zoho Deluge allows a variable assignment to be written across multiple lines, as long as the statement ends with a semi-colon. This has a limited number of use cases, but is useful to be aware of if you have not come across it before.
A quick article to get an Apple Trackpad working with an MS Windows 11 Pro (Intel 64) workstation.
This is an article on restoring an automatic banking feed within Zoho Books, specifically within the United Kingdom. The article serves as a store for both a possible resolution as well as findings from the research/investigation into the issue.
A follow-on article from my previous article ZohoCRM & Xero: Function to pull most recent invoices - along with their Contacts and Items (accounts/contact & products respectively).
Thought I already had an article on this and I know my article Zoho Deluge - Connect to Xero API covered a quick query to pull some invoices but this one documents a pull and mapping into CRM invoices.
This is an article to apply an automation that when creating an invoice in CRM from a related quote, it maps in the fields.
Working principle
This site exists as a practical knowledge base built from real-world experience across systems, platforms, and technologies since 1999. Much of the content documents solutions, edge cases, and working patterns that were learned through investigation where documentation was incomplete or absent, and is shared to reduce the same friction for others.
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