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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.

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.