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The CRM Zen Show Episode 290 – How Zia Got Her Feedback

Zoho News

Implementation of the Week

  • Managing Billing Contacts in CRM via Client Script to Streamline Quickbooks Online Integration
    • In this implementation, our goal was to implement a way for our client’s employees to easily manage the Billing Contact in file in CRM for each of their Customer Accounts
    • This can be done via a simple field, but the challenge is in making sure that only one is ever selected for a particular Account
    • Only having one Billing Contact is particularly important in this case, as that Contact needs to be referenced for a Quickbooks Online integration we built to write Invoice data to QBO from CRM
    • To accomplish this, we implemented a client script that runs whenever a user tries to mark particular Contact as the Billing Contact for an Account
    • If there is not an existing Billing Contact, the user is allowed to proceed
    • If there is an existing Billing Contact, the system will prevent the user from saving that edit, and it will display a tooltip showing them which Contact is currently the Billing Contact for that Account

Code Share of the Week

  • Override Taxes for a Single Sales Order in Zoho Books
    • When overwriting taxes on a Books salesorder via code, there are two items that must be included in your parameter map that aren’t explicitly mentioned in the API documentation:
      • tax_override_preference: string value that defines the level at which the override is taking place. Ex: “entity_level”
      • taxes: list of JSON maps where each map defines a tax id and tax amount

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Question of the Week (AZAAZ)

This Week’s Quizzes

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.