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Zoho CRM Tutorials & Guides

Practical Zoho CRM tutorials, troubleshooting notes and implementation guides from real projects.

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Zoho CRM 08 Oct 2021

Zoho CRM: Get Unique Values of a Text Field

This article demonstrates how to return a list of unique values in a particular field in a CRM module.

Read note 55,249 hits

Zoho CRM 27 Sep 2021

Zoho CRM: Upload a Product Photo using Deluge

A quick article to remind me on how to upload a photo using CRM API v2. Yes it's documented and yes it still confuses me now and again. So I'm writing this to remind me and to keep reminding me of how to do this.

Read note 30,134 hits

Zoho CRM 02 Sep 2021

Zoho CRM: Standard Setup for Tax Rates

This is an article for training purposes. I'm pretty sure there is official documentation on how to do this but I thought I'd write this article to make it simpler for new developers to follow and learn as a quick point of reference.

Read note 42,268 hits

Zoho CRM 02 Sep 2021

Zoho CRM: Permission Denied for Quote Conversion Mapping

A really quick article for anyone experiencing the same issue: As a super admin in CRM, I am denied permission to access the Quote Conversion Mapping page...

Read note 24,962 hits

Zoho CRM 01 Sep 2021

ZohoCRM: Deluge: Map a custom field from user profile

A quick article to remind me how to quickly get a field from a user's settings based on the owner of a record.

Read note 25,360 hits

Zoho CRM 01 Sep 2021

Zoho CRM & Zoho Bookings Issue: Full Name appears in Last Name (first name first name last name)

A quick article to explain why the full name might appear in the last name field in Zoho CRM.

Read note 26,469 hits

Zoho CRM 24 Aug 2021

ZohoCRM: Process all records of a module

A quick article to document a method of looping through all the records of a module and processing these with the ability auto-resume without processing the same record twice.

Read note 45,054 hits

Zoho CRM 29 Jul 2021

ZohoCRM: zoho.crm.searchRecords only returns certain records

This is an article to hopefully resolve for you quicker than it took me, why a zoho.crm.searchRecords() returns some of the records but omits others.

Read note 24,654 hits

Zoho CRM 16 Jun 2021

Zoho CRM REST API: Stop Workflow from Triggering

This is an article to show you how to use triggers but also how to stop them. We only found this an issue when using REST API v2.1 but also to show you how to configure triggers when using createRecord or updateRecord.

Read note 29,455 hits

Part of Something Bigger

My work sits within a wider delivery team at Ascent Business Solutions, recognised as a leading Zoho Premium Solutions Partner in the United Kingdom. Clients are supported by a team rather than an individual, covering everything from small technical fixes through to full Zoho CRM migrations and complex implementations. The team I manage focuses on API integrations between Zoho and platforms such as Xero, Shopify, WooCommerce and eBay, solving problems that are often undocumented or previously unsuccessful. Outcomes are measured in practical terms, including improved efficiency, scalable systems and clear returns, from helping new ventures grow into six-figure monthly operations to delivering rapid gains through streamlined payments and automated, data-driven processes.