Zoho CRM: AI Smart Prompt : BANTC call prep for Leads
Add a Call prep button to Zoho CRM Leads that drafts spoken qualification questions across Budget, Authority, Needs, Timeline and Competition.
Knowledge base / Since 1999
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Practical solutions and technical notes from CRM platforms, workflow automation, APIs, databases and the systems around them.
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Zoho CRM: Allow Only Administrators To Change Task Owners
A quick way to stop non-admin users changing the owner of existing tasks in Zoho CRM, while administrators retain that ability. The setting is the Change Owner permission for the Tasks module in the users’ profile.
OpenAI GPT Image 2.5: This house does not exist
A quick article on something a little different from my usual CRM functions and debugging notes. This time I have been playing with OpenAI's ChatGPT Image 2.5 and its sketch feature, using a few very rough drawings as the starting point for a Georgian-inspired home concept. The idea was to see how far I could take some...
Zoho CRM: Update Opportunity Type as New or Existing Business
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.
Zoho Survey & Zoho Analytics: Query to generate individual responses and grouped pages
An article on some Zoho ANSI-SQL (in other words, queries that work in Zoho Analytics) as I couldn't find any examples online on how to do this.
Zoho People: Get Performance Records over API
Took us a while to find this and perhaps others would have a quicker way but here's the instructions on getting the records from the performance module in Zoho People API.
PHP Script: Make your own Thumbnail Generator via API
Looking for an online tool that will take an image and make a thumbnail copy? This article is for me if I ever want to recreate an online tool capable of receiving an image URL and which both generates and outputs a thumbnail image and makes it downloadable via URL.
ZohoCRM to ZohoBooks API: Rounding the cents or pennies when creating an invoice
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.
Upgrading Joomla CMS version 3.x to Joomla CMS 5.x
An article for me or for whoever dares to upgrade their Joomla CMS from version 3 to version 5. Disclaimer: I'm used to doing this without any third-party extensions. I strongly recommend you do a backup beforehand of the database and of all your files
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