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Using a Multi-Select lookup field in Zoho CRM

By Zoho CRM

One of the benefits of using a CRM is to see how all your data is tied together.  One to one linkings like Contacts and Accounts is pretty simple, but what if many records in one module can be linked to many records in another module?  This is called a many-to-many relationship and read on the learn how to link modules using a multi-select lookup field in Zoho CRM. Read More

What is Zoho CRM Sales Signals?

By Uncategorized, Zoho CRM

Have you wondered what Zoho CRM Sales Signals are?  They provide a central location for all of your interactions with your leads, contacts or deals.  They provide notifications from all of your different communication channels – including emails, website visits, etc. Read More

Pipedrive: Manage Sidebar Sections

By Pipedrive CRM

While Pipedrive is a bit limited in terms of customization, there are some ways you can tweak the forms to better suit your needs.  One lesser-known example of this is the ability to reorder and hide the sidebar sections in the Deal, Contact, and Organization records.
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Dynamics 365: Recover Deleted Records with XRM Toolbox

By Microsoft Dynamics CRM

If you’re stumbling across this blog because you accidentally deleted a record in Dynamics, you are in luck! There is a way to recover it, but requires auditing to have been enabled for the entity.  It’s not possible to do out-of-the-box, but with the help of XRM Toolbox, it’s easy to recover the record.  Please note, this method requires administrator privileges. XRM Toolbox is an absolute must-have for Dynamics administrators.  The tools available are incredibly useful and most importantly, free.  One tool that recently came in handy for me (to say the least) is the “Recycling bin” tool–it can recover deleted records in Dynamics as long as auditing is enabled.   I’ll walk through using this tool below.

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Dynamics 365: Filter the Entities Shown in the PowerApps Designer

By Microsoft Dynamics CRM

The new PowerApps Designer has a completely different look and feel from the old solution window. One of the improved areas is entity navigation. While the old solution window did have a few View options to choose from (Customizable, Custom, All), I rarely used this for navigation and preferred to just scroll to the entity I needed. In the new PowerApps designer, however, I find the filters to be very helpful and use them frequently! Read More

Why Should I Use Zoho CRM SalesInbox?

By Zoho CRM

Did you know that you can manage your email inbox while you are working in Zoho CRM?  As long as your email is set up with IMAP, take advantage of the Zoho CRM SalesInbox and streamline the number of tabs you are working in and keeps you more in sync with your CRM data. Read More

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