Zoho CRM: Remove Duplicate Product Records
An article on removing duplicate products within ZohoCRM.
Knowledge base / Since 1999
Zoho CRM Tutorials & Guides
Practical Zoho CRM tutorials, troubleshooting notes and implementation guides from real projects.
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ZohoCRM GetRelatedRecords INVALID_DATA
A ridiculously quick article on resolving a zoho.crm.getRelatedRecords() combined with a zoho.crm.bulkUpdate issue.
Zoho CRM: Make Upload File Field Mandatory
A quick article on making an "upload file" field mandatory.
Zoho CRM: Updating a CRM record Custom Line Items using API v7
This is a quick bit of code for my reference so that I don't have to keep finding a function that gives me the syntax of how to either create or update a record using invokeUrl.
ZohoCRM: Make either Mobile or Email mandatory
A really quick article on a pretty cool requirement, making 2 fields mandatory but if one is completed then making the other optional.
Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Sign
I think I have a similar article on this website but the article below documents the full process to create a button that will map the values/fields from the record into a CRM Mail Merge template and send it off for signing, then return the Signed document attached to the initial record (where the button was).
ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Lead
An article to ensure I never spend this long on such a request again. The brief is: "Follow up when a lead is created and not converted within 1 day send an email and notification to sales person everyday for 3 days then escalate to a specified user".
Zoho CRM: Client Script Confirmation Box and Popup Mailer
This is an article just repeating a script from the Zoho Kaizen series allowing a confirmation box (something lacking in Zoho Creator - but that every app outside of Zoho has) as well as a popup to email from CRM with a rich-text interface.
ZCRM Client Script: Correct Decimal Fields OnLoad
This is an article detailing the client script to fix any fields which exceed their decimal places limit in ZohoCRM.
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