Having trouble finding the Recycle Bin after switching to Lightning? You are not alone. Read More
After transitioning to Lightning, you may find related list information in two places; on a tab and on the right hand side bar. This isn’t very efficient and may be confusing to users. Read More
After transitioning to Lightning, the default tab on page layouts is Activity and tabs for objects you don’t use may be added. Most users use the Details tab for the majority of the time and want Activities to be seen alongside of them. Read More
Salesforce Lightning has a new Highlights Panel that can show important information easily at the top of the page. You can edit each page highlights panel to include up to six fields. These fields will be data that will help the user ‘know’ the contact or easily access their contact information. Standard and custom fields can be displayed here so you can create formula field to put several together (e.g., Rep + Territory + State) to get more information into the panel. Read More
Don’t forget this handy tab. The information contained here is automatically populated by the GoldMine Calendar. This is a great place to see a quick overview of what has been done with a contact and when. These fields can be used in dashboard, reports, and other tabs. Read More
The premise behind the Details tab is to have a place to store information pertaining to a common theme that may require multiple entries (e.g., Email Addresses and Web Sites). Read More
Your business may be small in size, but that doesn’t mean that you don’t want your client base to reach far and wide. Especially if your business is web based! Maybe your client in Los Angeles is having difficulty with software you sold them, but you are located in Philadelphia. Maybe you have a remote team of staff members and one employee who lives in Austin needs help from your IT person, who happens to live on Long Island. Or maybe all of your employees live in one are, but to save on overhead, everyone works from home. Enter in, Zoho Assist, a remote support software that allows you to support clients and employees with their technical issues from afar.
The Zoho suite of products is notoriously user friendly- that is why millions of users around the world choose to use it. So why, pray tell, would you need training on how to use their programs? So, it is true that Zoho is user friendly, but beyond it being easy to use, it is a suite of powerful and customizable programs and training can help you get the most out of them.
It takes a lot to choose which software you want to use, buy, and set up, and often training gets left to the wayside. We see it all the time, once clients learn the basic function of a program, that’s it… training over. What that often does is leave 80% o the software not being utilized. Even the most “tech savvy” employee can benefit from learning about tips and tricks of new software, no matter how user friendly it is. So as the owner of a business, why should you pay for extra training?
Lightning pages use tabs to organize data on the screen. You can add / remove tabs as you organize your data from viewing. Read More
The default tab on any Lightning page is Activity. So when you open any Salesforce Lightning Screen the Activity tab will be the one open for viewing. If you want to see the Details, you will need to move to that tab. Read More
