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Practical Customer Relationship Management Systems tutorials, troubleshooting notes and implementation guides from real projects.
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What A quick post on how I managed to build a regex to extract all non-numeric characters (all non-digits) from a string. Why? I only want the digits/numbers from a string: v_PaymentTerms = "Credit Note - 30 Days"; // we want the 30 from the above string How?
This is an article resolving an issue where a template will shrink all the text when in PDF preview.
This is an article documenting how to update Creator from a workflow written in a Deluge Script held in ZohoCRM.
This is an article documenting how to access ZohoCRM with API v2 using PHP and cURL. The first few functions are to manage OAuth v2 and generate the refresh and access tokens. The second snippet of code below is using the functions to read data from Zoho CRM and to write data back to the system.
Just wanted a note to get in my head the logic if checking a requested time slot isn't a double-booking (as in, the time slot doesn't overlap a previous booking. How?
This code snippet took me a while to do and the documentation is flaky so I thought I'd make a note here just in case I need to refer to it again.
So this is NOT an article on how to create a MD5 function for an ETag in Zoho Deluge as I expected it would be. At time of print, the Zoho documentation (and Google search results) make no mention of using MD5 in an encryption task.
So I thought I'd write an article to help me resolve the particular issue where the organization details and the header of the product line items table would display on the first page, the product line items would then print on the second page, with the terms and conditions or small print notes on a third page. How?
So another quick note as I couldn't find a solution on the forums. This is to hide the reset button on a non-stateless form (state form?). I have posted this on the Zoho forums as well but here goes:
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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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