Knowledge base / Since 1999
Practical solutions and technical notes from CRM platforms, workflow automation, APIs, databases and the systems around them.
Advanced search223 entries / matching Zoho
Clear filters
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.
This is a quick bit of code for my reference so that I don't have to keep finding a function that gives me the syntax of how to either create or update a record using invokeUrl.
Working principle
My work sits within a wider delivery team at Ascent Business Solutions, recognised as a leading Zoho Premium Solutions Partner in the United Kingdom. Clients are supported by a team rather than an individual, covering everything from small technical fixes through to full Zoho CRM migrations and complex implementations. The team I manage focuses on API integrations between Zoho and platforms such as Xero, Shopify, WooCommerce and eBay, solving problems that are often undocumented or previously unsuccessful. Outcomes are measured in practical terms, including improved efficiency, scalable systems and clear returns, from helping new ventures grow into six-figure monthly operations to delivering rapid gains through streamlined payments and automated, data-driven processes.
Recently Added
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
Log in for protected notes and any private client projects assigned to your account.