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
Zoho Tutorials & Guides
Practical Zoho tutorials, troubleshooting notes and implementation guides from real projects.
Advanced search219 entries / Zoho
Clear filters
Zoho Books: Change a Purchase Order's Delivery Address over API
A note on changing a Zoho Books purchase order's delivery address while creating supplier orders from an accepted Zoho CRM Quote. My original method created an organisation address in Books and assigned its ID to a purchase order. This updated version adds a delivery address to the customer instead, then uses that cust...
Zoho CRM: Presenting ABM for Zoho CRM: Expand and retain your customers with precision
Zoho has announced account-based marketing (ABM) capabilities for Zoho CRM, aimed at helping growing businesses — the announcement uses the example of a SaaS company launching a new business suite on a tight budget — to expand and retain existing customers with greater precision. Rather than casting
Zoho CRM: Announcing the new SKILL.md for Zoho CRM and the updated OAS repository!
Zoho has announced a new SKILL.md file for Zoho CRM, aimed at developers who work with AI coding assistants. The file is designed to be dropped into an AI harness of your choice — the announcement names tools such as Claude Code, Codex, Cursor and VSCode — so that the assistant has structured, accur
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.
Zoho Billing: Workflow does not exist!
This is an article about a Zoho Billing custom function that worked when it was executed manually but did not run automatically when a new invoice was created. The custom function was configured with the Invoice Created trigger. However, opening the function displayed the following message: Workflow does not exist! Inv...
Zoho Deluge - Calculate Portion Count
A function to calculate how many trays of each available size are needed for a requested number of portions. Pass in the portion count and a list of tray capacities, and Ascent.fn_CalculatePortionCount returns a map of tray sizes to quantities. The important detail is what “best” means: first minimise surplus capacity...
Zoho CRM: Add and Update Products from Zoho Analytics Discrepancies
A quick article on using a Zoho Analytics discrepancy table to add missing products and update existing product records in Zoho CRM. In this example, Unleashed supplies the product details, Zoho Analytics identifies the differences, and a scheduled Deluge function applies the changes to a custom CRM module.
Zoho Analytics: Sync with Unleashed over API
Thought I'd write an article to help me the next time I needed to connect the Unleashed inventory software API directly to Zoho Analytics and pull in the product catalogue.
Loading more notes...
No more notes to load.