The “Show Dependencies” feature is highly valuable, especially when you are trying to find a specific workflow, attempting to delete a field, or determine what system elements “touch” that field. Below you can find instructions for field and form dependencies.
Did you know that you can add images to notes in Pipedrive? This can be particularly useful if you have sketches or loose drawings you want to include on the record. Read More
A Zoho CRM portal is a tool that allows third parties to access your CRM. This could be customers, vendors or partners. You can decide what they can whether they can create, edit or just view the data for specific modules. Read More
Zoho email notifications are one of the most common automations our clients need. Read on for some of the recent enhancements Zoho has made in email notifications. Read More
A major benefit of a CRM product is the ability to automate your processes and Salesforce is no exception. There are several Salesforce automation options available to you and we will go through what the differences are between them below. Read More
If you need to add a new currency to your Dynamics environment, keep reading — I’ll walk through the steps below. It’s not difficult, but the currency management area is a bit hidden. Read More
Microsoft Teams recently added the ability to mirror your video during meetings. This is particularly useful if you are ever trying to show notes or sketches on your camera — see below for a demo! Read More
This tip is more of a cautionary tale to fellow Microsoft Flow (aka Power Automate) users. Do you have Flows that are important, but rarely used? Did you know that flows will turn off automatically if they haven’t been triggered in 90 days? Of course, you can pay specifically for a standalone Power Automate plan to avoid this, or you can keep reading for a cheaper workaround.
Have you ever wondered how much your organization is using against various limits in Pipedrive? The developers at Pipedrive just added a handy page in the settings area to check this out — as well as some newly announced additional limits per plan. To navigate to this page, keep reading. Read More
