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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An article on a client script used in CRM which is a working example of rewriting a subform (line items of an invoice) and calls a REST API fuction to return the custom fields of the line items. Pretty much a function which took me a day to write.
A frustrated article about an issue that took me a fair few hours to resolve. So I'm putting it here as I thought I covered this previously but couldn't find it on my website. This was previously titled something along the lines of truncating to 2 decimals but finance is so much more complicated.
eBay allows users to request the deletion of their personal data from eBay's own systems, as well as from the systems of all partners who store or display that data, including third-party developers integrated with eBay APIs through the eBay Developers Program. To help third-party developers comply with these requests...
An article on removing duplicate products within ZohoCRM.
A quick article on how to use remove() on a map variable as well as a snippet of code to copy tags from a contact to a deal record.
A really quick article to test when to use isNull and isBlank.
A really quick article on demonstrating a nested try...catch()... statement working in Zoho CRM.
A ridiculously quick article on resolving a zoho.crm.getRelatedRecords() combined with a zoho.crm.bulkUpdate issue.
A quick article on making an "upload file" field mandatory.
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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Zoho Books: Change a Purchase Order's Delivery Address over API Zoho CRM: Presenting ABM for Zoho CRM: Expand and retain your customers with precision Zoho CRM: Announcing the new SKILL.md for Zoho CRM and the updated OAS repository! Zoho CRM: Allow Only Administrators To Change Task Owners Zoho Billing: Workflow does not exist!Protected notes
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