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The CRM Zen Show Episode 252 – I Blessed the CRMs Down in Africa

Zoho News

Implementation of the Week

  • XML Related List in CRM to Show Purchase Orders Related to a Deal
    • In this implementation, we were working with a customer that uses Zoho CRM and Zoho Books to manage their sales processes
    • They don’t carry any inventory, so all Sales Orders need to be back-ordered. This works great in Books, as we can create a Purchase Order directly from the Sales Order for this use-case
    • However, in CRM, you can only see Estimates, Sales Orders, and Invoices from within the Deal view. This causes a problem when the customer calls in to check on order status, as the sales-person would need to access Zoho Books to answer
    • To solve for this, we first used a custom Deluge function in Zoho Books to assign the Deal ID to the Purchase Order when it is created from a Sales Order (the Sales Order stores this for us natively via the integration)
    • Then, because we have our Deal ID assigned to the Purchase Order, we can create an XML related list that can display all relevant Purchase Order data for the Sales Orders related to that particular Deal

Code Share of the Week

  • Use RegEx to Find an Order Number In a Desk Email Body 
    • This code uses the “Get Latest Thread” API call to get the last message associated to a ticket and searches for an order number with the prefix DP (ignoring case) followed by 8 numbers. There may be any number of spaces or dashes between the DP prefix and the numbers.

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Billy Bates

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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.