Knowledge base / Since 1999
Practical Customer Relationship Management Systems tutorials, troubleshooting notes and implementation guides from real projects.
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An article on something that has taken me several days to get working: Get Zoho Books or Zoho Inventory that when an invoice is marked as paid, update 2 custom fields with the Payment Method, and the Payment Date.
An article on one of my first client scripts for ZohoCRM. This retrieves and populates an email field based on when a contact is selected in a lookup field.
This is a quick article to re-enable desktop notifications after having been prompted initially and having clicked on "Not Now".
A quick article on a code snippet to mark a package as shipped and delivered in Zoho Inventory.
A quick article on how to upload an image to the product/item listing in Zoho Inventory.
Well known by most but this serves as a quick reminder to myself and anyone else on how to embed a form or a report into a Zoho Creator page.
A super quick article on how to download an attachment from CRM and upload to a "file upload" field in Creator.
Another article on styling a radio group to become a weekly calendar carousel. In that a radio group displays the days of the week with arrows allowing the user to select the next or previous week. This is a follow on from my other articles on restyling Creator: Zoho Creator: Change Radio into Tabs and Zoho Creator: De...
Following on my article of creating a task using Zoho Deluge and scheduling a call using Zoho Deluge, here's an article on creating a Meeting or an Event using Zoho Deluge.
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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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