Knowledge base / Since 1999
Practical Customer Relationship Management Systems tutorials, troubleshooting notes and implementation guides from real projects.
Advanced search212 entries / Customer Relationship Management Systems
Clear filters
An article on setting a date field to either the first Monday of the next month or to the last Tuesday of the current/next month. What I mean by the last Tuesday is if the last Tuesday of the month is before the current date, then set it to the last Tuesday of next month.
A quick article on how to count within a map. I didn't have too much difficulty getting this to work and I'm not sure if there are better ways of counting so I'm documenting it to see if I can refine the code or find a some short codes that will do the same.
This is a reminder on how to swap out a product in an invoice.
A quick reminder on when I want to apply overall Tax or remove Tax from a quotes product line items.
A sorta quick article to note how I can generate refresh tokens and access tokens using Zoho Deluge code (so within Zoho Creator, CRM or Books) without XML calls.
A quick reminder on how I got a working snippet of code to store the entries in the lookup already selected, check against another table/form for valid options, repopulate the list with the selected item and filtering the options available for selection.
A quick article to document how to calculate the distance "as the crow files" between two coordinates given the latitude and longitude of each.
A quick article just as a note to get the users country information from a third-party API based on the given IP address. How? Well this is just a list of free 3rd-party APIs and the below code is dependent on these being online and working...
What A more comprehensive post on some other regex (regular expressions) to format values in Zoho. How?
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.
Protected notes
Log in for protected notes and any private client projects assigned to your account.