Knowledge base / Since 1999
Practical solutions and technical notes from CRM platforms, workflow automation, APIs, databases and the systems around them.
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A quick article on how to count within a map. I didn't have too much difficulty getting this to work and I'm not sure if there are better ways of counting so I'm documenting it to see if I can refine the code or find a some short codes that will do the same.
This is a reminder on how to swap out a product in an invoice.
A quick reminder on when I want to apply overall Tax or remove Tax from a quotes product line items.
This is a quick reminder for myself on opening a CSV in MS Excel but without converting long numbers into exponential notations (which are incorrectly rounded anyway). My Data: Account ID,Name,Phone,Record ID 1457102000000135533,Joel,00441234567890,1457102000000165989 1457102000000135566,Stanley,01709123456,14571020000...
Yay for Microsoft Windows 10 in joining the rest of the Operating Systems in implementing multiple desktops. So if you have a Mac or Linux system, you will know of a feature where you can have another virtual desktop on your device. For those that don't know it, the feature is similar to mobile phones where you swipe l...
A sorta quick article to note how I can generate refresh tokens and access tokens using Zoho Deluge code (so within Zoho Creator, CRM or Books) without XML calls.
A quick article to remind me on how create an multi-level ordered list that indents and aligns correctly.
A quick reminder on how I got a working snippet of code to store the entries in the lookup already selected, check against another table/form for valid options, repopulate the list with the selected item and filtering the options available for selection.
A quick article to document how to calculate the distance "as the crow files" between two coordinates given the latitude and longitude of each.
Working principle
This site exists as a practical knowledge base built from real-world experience across systems, platforms, and technologies since 1999. Much of the content documents solutions, edge cases, and working patterns that were learned through investigation where documentation was incomplete or absent, and is shared to reduce the same friction for others.
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