Knowledge base / Since 1999
Advanced
search
Practical notes on CRM development, automation, APIs and everyday IT.
Browse all notes333 results
Zoho CRM: AI Smart Prompt : BANTC call prep for Leads
... sales qualify the prospect. For a first call with a prospect, I want the salesperson to have a short set of questions ready, not a summary that pretends we already know the answers. This example puts a Call prep button on a Zoho CRM Lead. ...
OpenAI GPT Image 2.5: This house does not exist
... he starting point: rough walls, room names and the arrangement I wanted to explore. To try something similar, attach your sketch to the conversation and explain what the drawing represents. Say which relationships matter, which labels must ...
Zoho CRM: Add and Update Products from Zoho Analytics Discrepancies
... luge function applies the changes to a custom CRM module. Why? I wanted CRM to reflect the product information held in Unleashed without rewriting every product record each morning. Changes to a description, selling price, product name or o ...
Zoho Analytics: Sync with Unleashed over API
... eed to upgrade from Free to the Basic Zoho Analytics plan If you want more than 1 sync per day you need to upgrade to the Standard Zoho Analytics plan Source Log Work:
Zoho People and Zoho Analytics: Push all Employee Salary Data to Analytics
... is to run every night picking up salary changes as well. I don't want to use up 1200+ API calls either to do it which my script for performance goals did. The below will do it with 7 calls (to get 7 pages of 200 records) and 1 call to push ...
Zoho CRM: Update Opportunity Type as New or Existing Business
... nd time for this account. Why? Mainly for reporting purposes. We want ZohoCRM to report on what is repeat business and what is new business. As part of a process, you could get your staff to update the opportunity "Type" to "Existing Busine ...
Zoho People Analytics Regional Configuration
... unit that has no associated employees will disappear when we may want to know historical events. Candidate -- Custom Query -- SELECT c.* FROM "Candidate" c INNER JOIN "Legal Entity" le ON c."Legal Entity (Company)" = le."ID" WHERE le."Descr ...
Zoho CRM: Client Script: Swap Quote Account with Deal Lookup
... nt field (maps Deal Account Name to Quote Account Name). How? We want this to happen as soon as a CRM user clicks on the plus symbol or "Add New" in the quotes related list section of the Deal record. In this example, on the Deal/Opportunit ...
Apple Magic Trackpad with Windows 11 Intel
... hese without needing software. Long rant to justify why I didn't want to drive home (~20 to 40 minutes commute) and pick up my laptop. How? The work and research for this was all in one YouTube video by LinxHype (https://www.youtube.com/wat ...
ZohoBooks: Broken UK Banking Feed
... ur_Bank_Name> and if there is a feed, it should appear. You will want the modern Open Banking connection that replaces the old Yodlee and Plaid labels. Follow the prompts to log in securely via your online banking and authorise Zoho Books. ...
ZohoCRM & Xero: Function to pull most recent quotes
... (!isNull(m_XeroContact.get("ContactID"))) { // // to check if we want to update the CRM record for the account v_XeroTime = m_XeroContact.get("UpdatedDateUTC"); d_XeroAccountLastUpdated = v_XeroTime.replaceAll("/Date\((\d+)([+-]\d{4})?\)/", ...
ZohoCRM & Xero: Function to pull most recent invoices
... ping into CRM invoices. Why? This took me a whole afternoon so I wanted a template function I could use in future when I get this request again. The additional benefit of having this template is that it includes creating contacts, accounts, ...