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 People Analytics Regional Configuration
- Zoho People
- 1979
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Rating:
Zoho CRM: Client Script: Swap Quote Account with Deal Lookup
What? A very quick article on a small client script to set the Account field on the Quote from a lookup field on the Deal record. Why? The use-case here is that I have a client who is a supplier. The opportunity (aka Deal) will be in the end customer's name so it is their name in the Account field. When- Zoho CRM
- 1427
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Rating:
Zoho Deluge - Multi-line Variable Assignments and Expressions
What? A short article explaining how Zoho Deluge allows a variable assignment to be written across multiple lines, as long as the statement ends with a semi-colon. This has a limited number of use cases, but is useful to be aware of if you have not come across it before. Why? In many Deluge scripts, assignments are often more than a single value.- Zoho Deluge
- 3408
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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