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Practical solutions and technical notes from CRM platforms, workflow automation, APIs, databases and the systems around them.
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This is a quick article to document a Zoho CRM standalone function that sets the owner of a Deal and its related Sales Orders, Quotes and Purchase Orders to the CRM user matching the current assignee of a linked Zoho Desk ticket. The function takes a Deal record ID. It retrieves the ticket ID stored on that Deal, reads...
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 note on changing a Zoho Books purchase order's delivery address while creating supplier orders from an accepted Zoho CRM Quote. My original method created an organisation address in Books and assigned its ID to a purchase order. This updated version adds a delivery address to the customer instead, then uses that cust...
This is an article about a Zoho Billing custom function that worked when it was executed manually but did not run automatically when a new invoice was created. The custom function was configured with the Invoice Created trigger. However, opening the function displayed the following message: Workflow does not exist! Inv...
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.
Thought I'd write an article to help me the next time I needed to connect the Unleashed inventory software API directly to Zoho Analytics and pull in the product catalogue.
Not sure what this is but it's an article listing some errors in Zoho Books when using the shortcode command to retrieve the details for an item in Zoho Books...
Pretty self-explanatory really. Something to be cautious about but it took me so long to do that I needed an article here to help me if ever I get asked to do it again. Siimply put, Zoho Analytics can't see the Zoho People Salary table within the built-in integration / synchronization.
A short article explaining how Zoho Deluge allows a variable assignment to be written across multiple lines, as long as the statement ends with a semi-colon. This has a limited number of use cases, but is useful to be aware of if you have not come across it before.
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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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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
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