Knowledge base / Since 1999
Practical solutions and technical notes from CRM platforms, workflow automation, APIs, databases and the systems around them.
212 entries / Customer Relationship Management Systems
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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.
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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.
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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...
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A very quick article updated for 2026 and tested as working to attach a file to a bill in Zoho Books over API.
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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.
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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.
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This is an article to document how to configure Zoho People and Zoho Analytics so that reporting teams can access analytics data restricted by region. It explains how to separate global HR access from regional reporting access, how to prevent users from viewing employee or payroll data outside their area of responsibil...
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A very quick article on a small client script to set the Account field on the Quote from a lookup field on the Deal record.
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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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