My scripts & notes on...AppleGoogleJoomla!MicrosoftWordPressZoho...since 1999
What
We document and share practical solutions, scripts, workflows and technical notes built from real-world experience across CRM platforms, integrations and supporting systems. The focus is on material that is proven in production and useful beyond a single implementation.
Why
Much of what works in practice is undocumented, incomplete, or abandoned where complexity increases. This site exists to capture that knowledge, reduce repeated trial and error, and give others a reliable starting point built on experience rather than theory.
How
Solutions are developed through structured analysis, hands-on testing and iterative refinement, drawing on ITIL, PRINCE and Agile delivery principles. The outcome prioritises clarity, scalability and long-term maintainability, with documentation written to support growth rather than short-term fixes.
All Articles
Zoho Books: Attach a document to a bill using Deluge / REST API
- Zoho Books
- 470
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Zoho People and Zoho Analytics: Push all Employee Salary Data to Analytics
What? Pretty self-explanatory really. Something to be cautious about but it took me so long to do that I needed an article here to help me if ever I get asked to do it again. Siimply put, Zoho Analytics can't see the Zoho People Salary table within the built-in integration / synchronization. Why? My use-case is for a client who has- Zoho People
- 3619
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Zoho CRM: Update Opportunity Type as New or Existing Business
What? A quick article on how to get Zoho CRM to update the deal or opportunity type field with "New Business" or "Existing Business" depending on whether this won opportunity is the second time for this account. Why? Mainly for reporting purposes. We want ZohoCRM to report on what is repeat business and what is new business. As part- Zoho CRM
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Our Purpose
This site exists as a practical knowledge base built from real-world experience across systems, platforms, and technologies since 1999. Much of the content documents solutions, edge cases, and working patterns that were learned through investigation where documentation was incomplete or absent, and is shared to reduce the same friction for others.
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CRM delivery focused on workflows and automation.