ZohoCRM: Using Criteria with Module Record Count
An example of code using the new API call "Module Record Count" with some criteria.
Knowledge base / Since 1999
Scripts, systems & field notes.
Practical solutions and technical notes from CRM platforms, workflow automation, APIs, databases and the systems around them.
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Zoho Books: System Values Maps
A collection of code snippets I seem to be regularly using to generate a dynamic map of system values held in a ZohoBooks instance.
Zoho CRM: ZDK Client Script: Auto-Select Pipeline based on User Department
A super quick article on how to pre-select the pipeline on deal creation within CRM based on the department specified on a user's profile.
Zoho Creator: Error Code 2945: EXTRA KEY FOUND IN JSON
A quick article on how I resolved this error and how the online forums and documentation did not.
Zoho Books: Generate Bank Text File for Download
This is an article to document how we created a button off a Bill record in ZohoBooks which generates a text file to be sent to a bank and downloads it to the staff member's workstation.
ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 characters
Another article on something I learned today despite never running into this issue before; but sending a billing/shipping address included in a request to create or update an estimate in ZohoBooks will fail...
Zoho Creator: Sendmail a list of attachments
This is a very quick article on sending an email with Deluge which needs a dynamic number of files attached to it.
Zoho Deluge: Proper Case for Names
This is an open article without any completion in mind; to set the proper case of a name, as in capitalize the first letter, lower case the rest but then with exceptions.
Zoho Creator: Find Duplicates by Customer Name for Large Datasets
There are other sources on the web which show you how to deduplicate a contact but usually involve entering a customer name or other key to check if there are already records in the system with that key. I can't sit there entering one customer at a time. Even a loop would hit a statement execution limit.
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