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Here is an AI-generated definition of a Use Case. In the world of software development and system design, a use case is a narrative describing how a user interacts with a system to achieve a specific goal. It outlines the steps involved, the actors (users or external systems), and the expected ou...
There is nothing wrong per se with seeking to hire someone with a fixed-price request. But it is important to be precise. Here are some signs that your job request lacks precision. Etc. If you have used this abbreviation (or spelled it out) then you haven’t done your homework. You might know wh...
Developing business software and systems is a lot like buying a Roomba. Setting it up is complicated and expensive, but under the right circumstances well worth the investment. Developing business software and systems is a lot like buying a Roomba. Setting it up is complicated and...
One of the most common attributes of a module or form (CRM/Creator) is that of record state. Examples of record states are order status, lead status, and deal status. (Note, the word status is often an indicator that the field is about the state of the record.) State tells us about where something...
I gained a client that needed to do KYC (Know Your Customer) screening and chose Refinitiv as their tool of choice to do their KYC screening. Long story short, it turns out Refinitiv’s REST API has a hefty authorization schema that just wasn’t amenable to Deluge. It uses a complex...
Zoho Creator has no native means of sorting a collection of subform records. In many use cases, this isn’t a problem, but there are instances where it’s essential. My example pertains to a public form I have where volunteers can sign up to help. The dates and timeslots are fixed, so I pre-popula...
About me
I have more than 30 years of leadership, management, and development experience in IT. I was a Vice President for a major financial firm in New York for the bulk of those years, leading development teams, performing business analysis, managing projects and development and actually doing development myself. Over the years there I coded in a wide variety of languages, from C, C#, Pascal, and Java, and integrated applications to MQ, DB2, Sql Server. There I worked primarily on Linux and Windows. My clients there consisted primarily of the Legal and Compliance divisions as well as Finance.
There are circumstances when you’d like to email PDF attachments but your workflow requires a function. Zoho has no native HTML to PDF conversion facility, but this can be solved using a 3rd party HTML to PDF converter and the CRM functions, toFile and attachFile. Here is a code sni...
Processing large amounts of data in CRM, using Deluge scripts, isn’t easy. In a perfect world, a CRM function would run as long as it needs to and you would just page your requests, like this: for each page in {1,2,3,4,5,6….} { For each rec in zoho...
Zoho has a number of Deluge functions that give the difference between two dates. For example, there is workDaysBetween, and yearsBetween. It does not have a function for figuring the number of minutes between two datetime variables. At first glance, this would seem a simple problem, ...
Zoho CRM – Data Structure Essentials In my forty-plus years of system development and implementation, I have as yet to see a client excited to discuss how their data is or will be structured. Their indifferenc...
My client wanted to send an email to his customers a week after the sales order had been submitted informing them, where appropriate, that their order wouldn’t be fulfilled immediately. Some of his products had quite a wait time, some 1 or 2 weeks, some up to 10 weeks or more. The e...
In the world of software development and system design, a use case is a narrative describing how a user interacts with a system to achieve a s...