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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...
Zoho says its WhatsApp Business integration for CRM now supports several WhatsApp Business Accounts (WBAs), with multiple phone numbers under each account, in one CRM instance. WhatsApp messaging can also be enabled for custom modules rather than being confined to Leads and Contacts. Zoho says the e
Add a Call prep button to Zoho CRM Leads that drafts spoken qualification questions across Budget, Authority, Needs, Timeline and Competition.
A quick way to stop non-admin users changing the owner of existing tasks in Zoho CRM, while administrators retain that ability. The setting is the Change Owner permission for the Tasks module in the users’ profile.
A quick article on something a little different from my usual CRM functions and debugging notes. This time I have been playing with OpenAI's ChatGPT Image 2.5 and its sketch feature, using a few very rough drawings as the starting point for a Georgian-inspired home concept. The idea was to see how far I could take some...
A quick article on how to get Zoho CRM to update the deal or opportunity type field with "New Business" or "Existing Business" depending on whether this won opportunity is the second time for this account.
An article on some Zoho ANSI-SQL (in other words, queries that work in Zoho Analytics) as I couldn't find any examples online on how to do this.
Took us a while to find this and perhaps others would have a quicker way but here's the instructions on getting the records from the performance module in Zoho People API.
Looking for an online tool that will take an image and make a thumbnail copy? This article is for me if I ever want to recreate an online tool capable of receiving an image URL and which both generates and outputs a thumbnail image and makes it downloadable via URL.
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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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