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: 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 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.
Apple Magic Trackpad with Windows 11 Intel

What? A quick article to get an Apple Trackpad working with an MS Windows 11 Pro (Intel 64) workstation. Why? I forgot my work Macbook at home and rather than drive the commute back and forth again, I took my previous biscuit box out (a Dell MFF Optiplex 7070) and spent 30 minutes connecting monitors and the logitech receiver for my keyboard (which
0

YEARS IN IT

0

CRM CLIENTS

0

SITE ARTICLES

0

READS / HITS