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The CRM Zen Show Episode 253 – Get Down With Your BADD Self

Zoho News

Implementation of the Week

  • Automatic Document Generation via Zoho Books/Inventory Sales Orders
    • In this implementation, our goal was to create an automation to generate specific documentation based on a Sales Order in Books/Inventory
    • While you can create a PDF natively, it does not contain all of the information that you may want to view
    • For example, the default PDF will not show, for each item, the quantity invoices, packaged, or shipped
    • While that data doesn’t show up in the PDF, it is accessible via custom functions in Deluge, as you can read the related Invoice + Package data related to that Sales Order
    • Once that data has been organized, we can write it to a template in Zoho Writer to create our own custom Sales Order document containing much more detailed information about the status of each product

Code Share of the Week

  • Prevent XML Related List Special Character Errors with a CDATA Tag
    • In an XML string, certain characters are reserved for XML functionality.
    • There is a special tag called “CDATA” (short for “character data”) that you can use to tell the XML processor to treat everything inside that CDATA tag as a literal character, and to ignore any XML functionality until you reach the end of the tag.

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