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Practical notes on CRM development, automation, APIs and everyday IT.
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Zoho Books: Change a Purchase Order's Delivery Address over API
... ick note on changing the delivery address of a purchase order in Zoho Books using Deluge: create an organisation address, capture its ID, then assign that address to the purchase order. Why? I encountered the same error covered in my earlie ...
Zoho CRM: Presenting ABM for Zoho CRM: Expand and retain your customers with precision
... roducts and giving them information that matches their needs. In Zoho CRM, a company record is called an account. The people linked to that company are called contacts. Zoho's ABM tools help your team choose companies, group them by their n ...
Zoho CRM: Announcing the new SKILL.md for Zoho CRM and the updated OAS repository!
What? Zoho has released new resources to help AI coding assistants build solutions for Zoho CRM. These cover tasks such as retrieving records, automating work and creating custom features. There are two main parts: SKILL.md is an instructio ...
Zoho CRM: Allow Only Administrators To Change Task Owners
... 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. Why? Our service team needs to work ...
Zoho Billing: Workflow does not exist!
What? This is an article about a Zoho Billing custom function that would call a CRM function but not complete it when a new invoice was created. The same function existed in Zoho Books which would work. The custom function was configured wi ...
Zoho Deluge - Calculate Portion Count
... ent the same capacity. It also ensures sorting compares numbers. Zoho documents that sort(false) sorts a list in descending order, and that mixed data types can cause sorting to return null. Zoho: sorting lists. 2. Handle a single available ...
Zoho CRM: Add and Update Products from Zoho Analytics Discrepancies
What? 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, a ...
Zoho Analytics: Sync with Unleashed over API
... eded to connect the Unleashed inventory software API directly to Zoho Analytics and pull in the product catalogue. Why? In this case the client had over 30,000 products in Unleashed, with the possibility of several thousand products being u ...
Zoho Books: getRecordsByID
... Not sure what this is but it's an article listing some errors in Zoho Books when using the shortcode command to retrieve the details for an item in Zoho Books... Why? I have no idea. I cannot for the life of me figure out why this item does ...
Zoho Books: Attach a document to a bill using Deluge / REST API
... ted for 2026 and tested as working to attach a file to a bill in Zoho Books over API. Why? There's been some changes (endpoints) as well as the official documentation not helping tremendously. I'm scribbling it here so I can refer to how yo ...
Zoho People and Zoho Analytics: Push all Employee Salary Data to Analytics
... here to help me if ever I get asked to do it again. Siimply put, Zoho Analytics can't see the Zoho People Salary table within the built-in integration / synchronization. Why? My use-case is for a client who has over 1200 employees but simil ...
Zoho CRM: Update Opportunity Type as New or Existing Business
What? A quick article on how to get Zoho CRM to update the deal or opportunity type field with "New Business" or "Existing Business" depending on whether this won opportunity is the second time for this account. Why? Mainly for reporting pu ...