Skip to main content

Getting Zoho CRM user details from Zoho Creator

Creator doesn't have a helper method for accessing Zoho CRM user details so you have to directly access the API. Here's a code snippet that might help:

Comments

  1. These are the most important indicators for any online business when it comes to CRM systems. I've already tested many different systems and found nothing more convenient than plug-ins. The last years, I found myself a leader in this best free web based crm. The load on the site is minimal, the mass of applications for convenient feedback from the client and most importantly, that there are no problems and errors.

    ReplyDelete

Post a Comment

Popular posts from this blog

Getting current time in a specified timezone using Deluge script

Recently I was working on a custom function for Zoho CRM which required me to get the current time in a specified timezone. I assumed that zoho.currenttime would give me the time based on the timezone chosen in the organisation settings but discovered that it always gives it to you in PST. The Zoho Partner team gave me this snippet to solve the problem: current_time_in_timezone = zoho.currenttime.toString("yyyy-MM-dd'T'HH:mm:ss", "Australia/Sydney").toTime("yyyy-MM-dd'T'HH:mm:ss"); If you need the current date, do: current_date_in_timezone = zoho.currenttime.toString("yyyy-MM-dd'T'HH:mm:ss", timezone).toDate(); To figure out what you can put in for the timezone part, refer to https://en.wikipedia.org/wiki/List_of_tz_database_time_zones

Debugging Deluge script in Zoho Creator/Zoho CRM

Deluge is a powerful language that simplifies a ton of things, e.g. database lookups. But I have to say, it's very painful to debug. Interpreting longish scripts takes ages, error messages are obtuse if they exist at all and even the hints in the IDE don't always help (ever tried using containsIgnoreCase based on the auto-complete suggestion?). Here are my tips for debugging code when it's not working. 1. Split your code up into small custom functions. Nothing's more painful than waiting 30 seconds for a really long (say 1000 lines) HTML page to save and only then get feedback on a syntax error. I've got a few apps that are like this and it's not fun to work with at all. I haven't seen any improvements in the compile speed over the last few years, so my conclusion is that it's always best to write most of your logic code as small custom functions and then build that up in the HTML page so that you'll get quick feedback on syntax errors. 2. If

searchRecords with multiple criteria in Zoho CRM API

NB: this blog post is no longer relevant as API v2 lets you use searchRecords with multiple criteria :) I discovered something really cool tucked away in the Zoho CRM forums today. For the history, check out this thread . In summary, the searchRecords API task in Zoho CRM is impossible to use if you have multiple criteria and in general it's pretty annoying to get the single criterion right. In the forum thread, Zoho Support advised that you can actually use getRecords with a view name. This feature is not documented on the getRecords page at all but I can confirm it works:D This is really, really cool. It's going to make my life as a Zoho dev much easier! Instead of having to do something really inefficient and ugly like: leadRecords = zoho.crm.searchRecords("Leads","(Created Time|<|" + yesterday_date +")",fromIndex,toIndex); for each ele in leadRecords { lead_source = ele.get("Lead Source"); createTime=(ele.g