For Zoho services only


I'm currently part of a wider delivery team at Ascent Business Solutions, recognised as a leading Zoho Premium Solutions Partner in the United Kingdom.

Ascent Business Solutions support organisations with everything from targeted technical fixes through to full Zoho CRM implementations and long-term platform adoption. Working as a team rather than a one-person consultancy allows projects to move forward consistently, with access to the right skills at each stage.

The team I manage specialises in API integrations between Zoho and third-party finance and commerce platforms such as Xero, Shopify, WooCommerce, and eBay. Much of our work involves solving integration challenges that fall outside standard documentation, supporting new ideas, new sectors, and evolving business models.

Success is measured through practical outcomes and return on investment, ranging from scaling small operations into high-turnover businesses to delivering rapid gains through online payments, automation, and streamlined digital workflows.

If you are looking for structured Zoho expertise backed by an established consultancy, you can contact Ascent Business Solutions on 0121 392 8140 (UK), email info@ascentbusiness.co.uk, or visit https://www.ascentbusiness.co.uk.

Zoho Books

Zoho CRM & Zoho Books: Get SalesPersons

Category: Zoho Books
Hits: 17773
Rating:
( 876 Ratings )
What?
An article so that I don't spend so long in trying to find sales persons in Zoho Books.

Why?
My use case is that I want to create a Sales Order in ZohoBooks based on one in ZohoCRM and wanted to assign the sales person.

How?
So after an hour or so trying to get the Zoho.books.getRecords() function to filter the sales persons, I gave up and used a for each loop instead.
Zoho CRM & Zoho Books: Custom Related Lists Deluge

Category: Zoho Books
Hits: 33654
Rating:
( 415 Ratings )
What?
This is an article to quickly demo a couple of snippets of code to display values in a custom related list as well as to display empty custom related lists.

Why?
Because I keep forgetting how to do this and it takes about an hour to go through the documentation and get a working solution.

How?
So the article below shows how to do this Zoho CRM and how to do it in Zoho Books...

Category: Zoho Books
Hits: 76763
Rating:
( 286 Ratings )
What?
This is an article to document how to use Zoho Deluge to download a file that was uploaded into a Zoho Creator form and then to attach it to a Sales Order in Zoho Books.

Why?
Because it took me so long to find out how to do this even after reading the official documentation and going through the online discussion forums to build this solution. As of May 2020, this is how I do it.

How?
So the trick is, go over the official documentation, but don't take it as gospel. You only really need the syntax for attaching a document to a Sales Order in Books and the documentation leaves certain bits out. Just getting the syntax right and using the . setParamName is key.

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Accreditation

Badge - Zoho Creator Certified Developer Associate
Badge - Zoho Deluge Certified Developer
Badge - Certified Zoho CRM Developer

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Joel Lipman
www.joellipman.com