From the Security tab in any GoldMine Field Properties, you can control required fields, set read and update rights, and create an Audit records when a the field was changed to include the previous and new values. Read More
GoldMine Expression fields are used to display text only. The information displayed can be free form text or a dbase formula. Users cannot enter or change any data in these fields and you are limited to 15 characters like field labels are. Read More
GoldMine fields can be formatted to display in a different color based on their value. This can help data stand out to users and help them easily identity data values. Read More
The Zoho One business suite has many products that seem to serve the same purpose. We often get many questions about this, but none more than the difference between Zoho Springs and Zoho Projects. This makes sense! Both of these programs are project management programs where you can work collaboratively with your team to complete a shared goal. Although the goals of these programs there are some distinct differences between them. Today I’m going to review the differences between these two programs, so you can choose the one that is best for your business.
At The Marks Group, we sell and implement five Customer Relationship Management (CRM) applications and currently serve more than 600 companies who use these applications to increase their sales, improve customer service and grow their profitability. A good CRM system, when implemented properly, will ensure that important tasks are never falling through the cracks, critical information is being shared by everyone in your organization wherever they are and the value of your company is increasing.
Zoho One has positioned itself to be one of the most used suite of products for all of your small business needs. CRM, book keeping, marketing, web development, and beyond, if you need it, Zoho One probably has it. To keep up with the demand of its customers, they recently released some new platforms and upgrades. I’ll provide a brief overview of the changes today, and will do a deeper dive into the new products in upcoming blog posts.
Zoho Projects is one of the most popular project management tools on the market. It is a straightforward, web-based program that allows you to collaborate with your team. Projects make sure that any business venture can be completed in a cooperative and organized manner. Many of the businesses that we work with at The Marks Group have teams that work together from across the country. Zoho Projects is the perfect digital meeting space so everyone can work together on a shared business goal. Here, we’ve compiled three of the best reasons why you should use Projects.
No matter the size of your business, one of the most important things you can do to assure success is hiring a great staff. You want to be sure that your employees are reliable and hardworking- things that you can’t always tell from looking at a resume. Hiring employees can be time a time consuming chore that is difficult to sort through… especially if you don’t have an HR department to narrow down resumes for you. Enter: Zoho Recruit. Your one stop hiring tool to meet all of your recruitment needs.
There may be times you want to require a field on one layout and not another. This can occur when record types are being used. Some fields may be needed for one type but not the other. Read More
When using Lighting the Activities Sidebar can be customized to fit your needs. Tabs (e.g., New Task, New Event, Log a Call, and Email) can be added, removed and reordered. For Actions that will not be used, such as Email from Salesforce, the tab can be removed to eliminate confusion. Read More
