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Practical notes on CRM development, automation, APIs and everyday IT.
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Zoho CRM: Presenting ABM for Zoho CRM: Expand and retain your customers with precision
... spread over time. Check what happened. Did customers reply, buy something or ask for help? Agree who will respond, then use what you learn to improve your next messages. Start with a few companies so you can check that your messages and fo ...
Zoho CRM: Announcing the new SKILL.md for Zoho CRM and the updated OAS repository!
... ample records and check that the result matches your request. If something goes wrong, give the assistant the error message and explain what you expected. Check the revised solution before using it with live records. For automation function ...
OpenAI GPT Image 2.5: This house does not exist
What? A quick article on something a little different from my usual CRM functions and debugging notes. This time I have been playing with OpenAI's ChatGPT Image 2.5 and its sketch feature, using a few very rough drawings as the starting poi ...
Zoho People and Zoho Analytics: Push all Employee Salary Data to Analytics
What? Pretty self-explanatory really. Something to be cautious about but it took me so long to do that I needed an article here to help me if ever I get asked to do it again. Siimply put, Zoho Analytics can't see the Zoho People Salary tabl ...
Zoho CRM: Update Opportunity Type as New or Existing Business
... eate Rule Set "Record Type" to "Sales Orders" and "Rule Name" to something like "Sales Orders - On Complete" Execute this workflow based on "Record Action" > "Edit" > "Specific Field(s) Get Modified" > tick the "Repeat every time" > Criteri ...
Zoho People: Get Performance Records over API
... data in the table we are going to import. You should end up with something like: I'm going to save this file as Zoho_Analytics_Performance_Goals.xlsx Login to Zoho Analytics Select "Data Sources" then Add New Data Source Select "Files" (has ...
ZohoCRM / Client Script / Canvas: Hide Tab based on Pipeline
... d Element ID" (or "Change Element ID" if already set). Call them something easy to remember such as "Tab_SalesPipeline" and "Tab_HirePipeline". Save and close the edit mode of the Canvas. Function to return pipeline Login as a ZohoCRM Admin ...
ZohoCRM to ZohoBooks API: Rounding the cents or pennies when creating an invoice
... y but couldn't find it on my website. This was previously titled something along the lines of truncating to 2 decimals but finance is so much more complicated. Why? Playing around with VAT / Tax, inclusive /exclusive, but in this case it is ...
Zoho Creator: isBlank and isNull: Before or After?
... n isNull() preceeding will not work. Instead you will need to do something like the following: m_Header = Map(); m_Header.put("Authorization","Bearer <my_token>"); m_Header.put("Accept","application/vnd.github+json"); m_Header.put("X-GitHub ...
Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Template
... ade earlier (the one to the CRM REST API function): // should be something like <my_rest_api_function_url>&p_Intent=Accept&p_QuoteRef=%EstimateNumber%&p_CxID=%CustomerID% Then press OK to save the link Now click on the HTML icon, and find y ...
Zoho Analytics: Create a Monitoring System with Images
... , and set the image dimension to "64 x 64": I should end up with something like this: Create a query table with images Irrespective of where the images are hosted, you can now write a SQL (more precisely an ANSI-SQL / ZohoSQL) query which i ...
Zoho CRM: Client Script Confirmation Box and Popup Mailer
... script from the Zoho Kaizen series allowing a confirmation box (something lacking in Zoho Creator - but that every app outside of Zoho has) as well as a popup to email from CRM with a rich-text interface. Why? The use-case here is non-exis ...