A Salesforce approval process is a very useful tool in Salesforce to limit quotes, opportunities, or other changes that may require a manager’s intervention to make it active. For instance, you may want to have an opportunity “approved” if the value is over $5,000. Maybe a quote or the win could also be limited to an approval. What’s really nice is that the option to add the approvals as a related list is also there so you can see the history of the particular record.
Salesforce roll-up summary fields are helpful since they can aggregate data from child objects to parent objects. Read More
If you are sending a lot of emails within Zoho CRM, wouldn’t it be helpful to get some email insights on these? Luckily Zoho CRM email reports can help – but first you will need to turn on Email Insights. Read More
When you create a Zoho CRM picklist field, you get to decide whether to have the values appear in the order you entered them or in alphabetical order. Wouldn’t it be nice if you could sort your data based on how you set up your picklist? Luckily, Zoho has now added this capability! Read More
I had a few questions come up this month with respect to field mapping. Field mapping issues during imports can cause duplicate records being created across multiple record types, so if this has happened to you, check out this tip from earlier this year. Pay close attention to the icons in the mapping section of the import wizard! Check out the screenshots in the tip for more information. Cheers!
If your organization does not use Products in Pipedrive, you can remove it from the menu to keep your UI as streamlined as possible. Read More
If you use Smart Docs in Pipedrive, one of the features available is to remove Pipedrive branding when you share a document or request signatures for a cleaner look. See below for instructions and what this looks like in practice! Read More
I recently had an Office document shared with me and accessed it via the link in the email notification, which opened the file in the online version of Excel. I prefer to work in the desktop app, but even I had a heck of a time figuring out how to open the file there rather than the browser! Keep reading to learn how to open an Excel/PowerPoint/Word Online document in the desktop app. Read More
For those of you with Dynamics 365 PSA/Project Operations or Field Service — did you know that there is a wizard to check the health of your schedule board? This can be helpful if your schedule board stops working as expected, or if you’re just doing some spring cleaning/overall maintenance. Keep reading to learn where to find it!
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This week, Microsoft made an update very recently that removed the jump bar from views (the navigational letters at the bottom of the window). Luckily, we can add it back! Please note that you’ll need admin privileges to follow these instructions.
