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Practical notes on CRM development, automation, APIs and everyday IT.
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Zoho CRM: Presenting ABM for Zoho CRM: Expand and retain your customers with precision
... three reasons: Efficiency on a budget: concentrating spend on a defined list of high-fit accounts is usually more cost-effective than broad demand generation. Expansion revenue: cross-sell and upsell within existing accounts typically conv ...
Zoho CRM: Announcing the new SKILL.md for Zoho CRM and the updated OAS repository!
... ything handling personal data, bulk operations or deletion. 5. **Define the non-AI fallback.** Establish that for any task the AI handles badly — or when the skill file drifts out of date after a Zoho release — you revert to the official RE ...
OpenAI GPT Image 2.5: This house does not exist
... ment much easier to picture. Paths connect the buildings, hedges define the gardens, and the entrance has a circular drive and fountain. The lower play garden, upper garden and greenhouse remain recognisable from those simple blocks. The sa ...
Zoho CRM: JS Widget: Generic Script to pass the Record ID to a CRM function
... on needs to be on] > Buttons > Create New Button Give it a name, Define the action as Open a Widget, Select Page as In Record, select position as Details then click on Configured Widget - Choose Click on New Widget, give it a name and set h ...
PHP Script: Make your own Thumbnail Generator via API
... ist($origW, $origH, $type) = $info; // Ensure AVIF constant if (!defined('IMAGETYPE_AVIF')) define('IMAGETYPE_AVIF', 19); // Convert and save original as JPEG if (class_exists('Imagick')) { try { $imOrig = new Imagick($tempFile); $imOrig->s ...
ZohoCRM Client Script: On Change of Dropdown: Subform Rewrite: REST Function
... rsedQuote._code == "SUCCESS") { if (o_ParsedQuote._details !== undefined) { if (o_ParsedQuote._details.statusMessage !== undefined) { if (o_ParsedQuote._details.statusMessage.details !== undefined) { a_QuotedItems = JSON.parse("[" + o_Parse ...
ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Lead
... is mandatory when you include Who_id and What_Id. FREQ (String): Defines the frequency of the reminder. The possible values are DAILY, WEEKLY, MONTHLY, YEARLY, NONE. If you specify, NONE, the system sets a one-time reminder and TRIGGER beco ...
ZohoCreator: Basic Widget with Zoho Data
... ameters were even specified if (queryParams.p_ShopifyEmail !== undefined) { v_ShopifyEmail = queryParams.p_ShopifyEmail; } if (queryParams.p_ShopifyID !== undefined) { v_ShopifyID = queryParams.p_ShopifyID; } // Setup a config to find this ...
Zoho Creator: Error Code 2945: EXTRA KEY FOUND IN JSON
... eator / Application Development Zoho Deluge / Integrations > Pre-defined integrations with Zoho services > Zoho Creator Integration Tasks > Get Record by ID
Zoho Deluge: Shopify API: Get all active products with GraphQL and Pagination
... productVariants","pageInfo","endCursor"],"extensions":{"code":"undefinedField","typeName":"PageInfo","fieldName":"endCursor"}}]} I only resolved this by not using "endCursor" in my GraphQL and instead looped through the nodes to get the las ...
Zoho Analytics: Set Up a Widget Displaying Sales Person
... adds to the effect on loading the page that a widget has clearly defined values based on the filters I select on a dashboard. First you will need a table or query that has a bunch of columns and rows with one of the columns containing the s ...
Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile)
... be referring to 2 status fields and not really knowing which one defines the stage the lead is at. How? Well this can be done through a validation rule. After working in Zoho CRM for over 3 years, this is the first time I'm using it so I'm ...