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 CRM: Update Opportunity Type as New or Existing Business
- Zoho CRM
- 327
-
Rating:
Zoho People Analytics Regional Configuration
What? This is an article to document how to configure Zoho People and Zoho Analytics so that reporting teams can access analytics data restricted by region. It explains how to separate global HR access from regional reporting access, how to prevent users from viewing employee or payroll data outside their area of responsibility, and how to structure workspaces, dashboards, and data- Zoho People
- 3487
-
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
- 1878
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.
Build It Properly!
CRM delivery focused on workflows and automation.