Huge news, guys. Finally–Finally–you’re able to invite third party/external/guest users to your Teams! Check out this page for more information. This was just made possible in September, so the feature is still pretty new and could be buggy.
I’m all about shortcuts and “pinning” things for quick access in the future. I recently learned that you can actually “Pin” files to your taskbar under the appropriate software program! It’s ridiculously easy (and actually works with many programs–not just Microsoft’s)
Open up the file you’d like to Pin (just so it shows up in the “Recently Viewed” section). Right click on the software icon in the taskbar, and hover over the file you’d like to Pin. Select the Pin icon:
Every once-in-a-while, I make the horrible mistake of accidentally clicking this demon-button in Excel, entering “Page Break Preview” mode:
And even after pressing the “Normal” button, the grid lines remain:
So as I’ve promised, I’m trying to use the Lightning Edition a bit more every day, getting comfortable with it and using it. I still have an issue with my #1 app that I have bought (integration with Outlook) in that it doesn’t work with Lightning just yet, which is my main reason for not doing the total switch. However, I’m trying. That being said, I did start using bookmarks a bit which is an excellent way to jump between views, records, or related objects (even custom). Read More
I’m a huge fan of views, anyone that watches these posts as you know. They’re a fundamental piece of refining data, filtering reports, exports, etc. The basis behind a view is found throughout Salesforce as you know. However, the Lightning Edition has made a couple of changes that I had to struggle through to get the same functionality. So, as I usually do, I’ll walk through the creation of a view here for those willing to explore. Read More
Campaigns for some reason have become very popular with my existing clients, where they need to track the “source” just a bit more in depth. Campaigns for the most part are a “source” for a lead or opportunity, but they have their own object which can be very useful to track ROI on marketing initiatives, lead conversion, etc. Knowing which trade shows to invest in next year based on accurate conversion and close ratios (as a result of that show) are critical to the marketing team of any company. Read More
You may have noticed by now an enticement to try the new record import user interface… don’t be afraid, try it! They’ve fixed so many inconveniences with the old interface and added some great new features! Here are just a few… Read More
Each Zoho CRM user has the capability to customize their home page with components. The home screen can be different for every user. If you wanted it to be the same for every user and only configure it once, use the Customize Home Page feature… Read More
Zoho CRM has a custom link feature – lets explore… for example, you can set up a google search link in the Lead module on company name. Here’s how: Read More
So recently we were doing a migration of data (activities) and dates always seem to cause issues whether you’re using Data Loader, DataLoader.io, import wizard, etc. However, there are a couple of ways to do things that we’ve found work a bit better with date formats, a bit friendlier to Salesforce during migration. Read More
