What?
A super quick article on how to pre-select the pipeline on deal creation within CRM based on the department specified on a user's profile.

Why?
A client asked that when staff create a deal/opportunity record in CRM, the pipeline is automatically pre-selected based on the user.

How?
So there's a bit of a pre-amble for setting up the fields, we'll then use a client script to automatically read the user's record, retrieve the department, and set the correct pipeline option.

What?
This is an article documenting how to remove the block on changes to a system field in ZohoCRM.

Why?
Our use-case today is that a customer wanted to map the Postal Code or Zip from a Lead record to an opportunity (or Deal) record. If you are using custom fields, then just ensure that the data type and field lengths match. In this case, they are system fields for the Postal Code which out-of-the-box differ in length so they do not list the postal code on the deal record to be listed in the "Lead Conversion Mapping" page.

In the Leads module, the Zip field is 30 characters; in the deal module, the Zip field is 20 characters... but we need these to match if we want to map them in the "Lead Conversion Mapping" page.

How?
This is a bit of a hack and most likely not recommended... but it is a workaround I have used and that worked when converting a lead to a deal. Note that this hack doesn't work on the system field label name (I tried) just on the length field. Use the translations file to change system field labels

What?
A super quick article on getting the business hours set in ZohoCRM.

Why?
When creating a booking system in ZohoCreator, I want to enter the default working shift for an employee either existing or that has been added to the system based on the business hours set at the organization level in ZohoCRM.

How?
Using an invokeURL, the key here is you'll find them in the settings; so check that your connection has the scope to access both Organization details (ZohoCRM.org.READ is enough - perhaps optional) and access to Settings (ZohoCRM.settings.READ). I'm calling mine "mycrmconnection".

What?
Following on from the article: Zoho Cliq: Integrate OpenAI and ChatGPT 3.5 Turbo. This is the next step as we get it to look at data within ZohoCRM.

Why?
Because it is a serious improvement upon ZohoZIA and we get a lot of requests around customizing ZohoZIA...

How?
So taking ideas from my previous article for ZohoCliq; let's use what we know to develop a ZohoZIA for a demo system.

There are several steps, so first we will set up the ZIA action "Ask ChatGPT" using the GUI, then we will capture the question using Deluge code and query the OpenAI ChatGPT API to return a response.

What?
Another one of these articles talking about getting all the active product listings from eBay for a specific client.

Why?
Our use-case scenario here is that we want to get an inventory level or stock check of all the products that are currently listed in a client's eBay store; we want to get the stock level and then use this data to synchronize with data held in Zoho Inventory...

How?
So we're going to use a ZohoCRM function to get this file which we can run on demand. Why not in Zoho Inventory or any other Zoho app? Because we like to challenge ourselves...

What?
An article for myself really as I couldn't find much online to address the errors I encountered below but also to document the import process of a bunch of files into a ZohoCRM system.

Why?
Our use-case here is a data migration for a client from a legacy CRM to ZohoCRM. They have a lot of files they want attached to their respective records in CRM. This took me a while as our own documentation is scatty and the online forums weren't too helpful either.

How?
In the example below, we are going to document how to import files associated to CRM Contact records. There's first the preparation of an "Attachments.csv" file that needs the correct values in each column and the "Attachments.zip" containing the files to attach that needs some formatting as well:

What?
This is an article with a snippet of code demonstrating how to manage a subform using a Zoho CRM Client Script.

Why?
A client wanted an automation on-the-fly that when selecting a specific value in a field, a row would be added to a subform contained herein.

How?
Well I won't go in to detail on how to add a client script, this article is just to show the snippet of code used in the client script which will manage a subform.

What?
A noteworthy article in my opinion on how to send a CRM quote record using a template the customer created from a button.

Why?
Yes you can do this already by going to the record, clicking on the ellipsis or three horizontal dots button in the top right and selecting "Send Mail" then selecting which inventory template to use... This is too many steps for some. Instead, we've been asked to create a button that sits on the view page of a record and the staff simply click on and it does all the aforementioned.
How?
The difficult part here was to figure out how to convert the CRM record into a PDF using a customer's template.