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The CRM Zen Show Episode 250 – Zilly Zonka And The Project Factory

Zoho News

Implementation of the Week

  • Customized Data Validation Rules in Zoho Creator
    • In this implementation, our goal was to create a robust system of field validation within Zoho Creator to normalize over 60 unique fields requiring specific formatting based on the US State of the Customer
    • Our goal was to avoid hard-coding the formatting into our Deluge function, as this makes it difficult for our client to adjust the format if need be
    • To accomplish this, we first created a “States” module where we can store the necessary formatting for different field types based for each applicable US State
    • Then, we wrote our validation function in Deluge to reference this module (searching on the associated US State to the specific customer) to return the correct formatting
    • Lastly, our function reformats the data accordingly and overwrites the unformatted values entered by the user into the form

Code Share of the Week

  • Replacing Parentheses in a Zoho CRM Search Records query 
    • The zoho.crm.searchRecords() is a great tool when you just need to quickly get a list of records based on an equals, starts_with, greater_than or lesser_than criteria.
    • If you have more than one criterion, you group your criteria in pairs using open and close parentheses. However, one thing the documentation does not think to warn you about is that if your search value contains parentheses, then it gets confused about whether or not it’s looking at a new criterion, and it poops out.

This Week’s Read

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Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna


With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.