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 follow on from my article Zoho Creator: Create a Widget which uses JavaScript back from 2020 with a few adjustments now in 2024. This widget will only work within Zoho Creator. If you want a solution which sits on an external website and which talks to Zoho, then setup an externally hosted web app with the usual Java...
A quick article on how to get around this error.
This is an article just repeating a 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.
This is an article to document how to produce a report which when exported to PDF will display images without a user wall.
This is an article detailing the client script to fix any fields which exceed their decimal places limit in ZohoCRM.
A quick article with the code to download image attachments from a Zoho Ticket and then to upload the attachment to Zoho Analytics.
This is an article to show you how to, using Deluge code, generate all the email signatures in the user profile in ZohoCRM.
An example of code using the new API call "Module Record Count" with some criteria.
A collection of code snippets I seem to be regularly using to generate a dynamic map of system values held in a ZohoBooks instance.
Working principle
My work sits within a wider delivery team at Ascent Business Solutions, recognised as a leading Zoho Premium Solutions Partner in the United Kingdom. Clients are supported by a team rather than an individual, covering everything from small technical fixes through to full Zoho CRM migrations and complex implementations. The team I manage focuses on API integrations between Zoho and platforms such as Xero, Shopify, WooCommerce and eBay, solving problems that are often undocumented or previously unsuccessful. Outcomes are measured in practical terms, including improved efficiency, scalable systems and clear returns, from helping new ventures grow into six-figure monthly operations to delivering rapid gains through streamlined payments and automated, data-driven processes.
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Zoho Books: Change a Purchase Order's Delivery Address over API Zoho CRM: Presenting ABM for Zoho CRM: Expand and retain your customers with precision Zoho CRM: Announcing the new SKILL.md for Zoho CRM and the updated OAS repository! Zoho CRM: Allow Only Administrators To Change Task Owners Zoho Billing: Workflow does not exist!Protected notes
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