Knowledge base / Since 1999
Practical solutions and technical notes from CRM platforms, workflow automation, APIs, databases and the systems around them.
Advanced search19 entries / matching Formatting
Clear filters
The aim is to make supplier correspondence appear in the Emails related list of the correct Purchase Order in Zoho CRM. When a supplier replies about an order, the email should be available to the team reviewing that Purchase Order. The same approach can include emails you send to the supplier. This guide uses a PO ref...
A quick article on using a Zoho Analytics discrepancy table to add missing products and update existing product records in Zoho CRM. In this example, Unleashed supplies the product details, Zoho Analytics identifies the differences, and a scheduled Deluge function applies the changes to a custom CRM module.
An article for myself really as I couldn't find much online to address the errors I encountered below but also to document the import process of a bunch of files into a ZohoCRM system.
This is an article to document how I connect a Zoho Creator app to push a product to your eBay listings. By writing this article, I can refine this method as it took me a while to figure out.
A very quick article to show pushing the date and time to ZohoCRM or ZohoCreator.
This is an article to quickly demo a couple of snippets of code to display values in a custom related list as well as to display empty custom related lists.
This is a simple article to demonstrate how to type special characters not found on your keyboard or on a Qwerty UK/US keyboard layout.
A very quick article on converting a Map string into a HTML table without using a for each loop.
This is a list of apps that if run via the run command, or used in a desktop shortcut, or that you want to include in automation software such as AutoHotkey, opens any specific Windows OS settings page. This does not make the change to the setting itself, just displays it to the user for them to make the choice.
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.
Recently Added
Zoho CRM: Sync Deal and related record owners from Zoho Desk Zoho CRM: Link supplier emails to the Purchase Order Emails related list Zoho CRM's WhatsApp integration now supports multiple accounts, multiple numbers, and custom modules Zoho Books: Improper Statement Error might be due to missing ';' Zoho MCP in 2026: What Claude Can Actually Do Inside Zoho CRMProtected notes
Log in for protected notes and any private client projects assigned to your account.