When you are not sure of the location of a client or vendor, you can configure the GM+View tab to display directions based on the address of a contact record.
Text messages can be sent to any phone number located in the Phone1, Phone2 and Phone3 fields. The Extension fields for each will be used to store the phone’s server provider. Note: Some phone service provides charge for text messaging services. Be advised that whomever you send a text to may be charged additional fees.
Imagine you’re sharing your screen, and Teams messages keep popping up. You just know everyone is reading the message previews. No longer! I know many of you have been waiting for this feature for a long time–you can finally turn off message previews in Microsoft Teams. Hooray! Keep reading to view step-by-step instructions. Read More
I’ve got two quick tips in this post for you all. First, Microsoft has recently updated their long-used terminology for fields and entities. Second, a few helpful shortcuts for administrators to bookmark: As Microsoft makes changes to the Office 365 portal, it’s becoming increasingly difficult and time consuming to find the Dynamics 365 Admin center through clicks alone.
There’s a new way to create and edit system views! With the new view designer, you can drag and drop columns, easily modify the column width, and actually publish your view right from the view editing window. It’s a bit tricky to find, so follow along to check it out for yourself.
Please note that system administrator or customizer privileges are required to follow along with this tip, but Microsoft will be rolling this feature out for all users (to create/edit personal views) over time.
A big part of any CRM system is the ability to see your current sales pipeline and forecast your expected revenue based on where in your sales process a Deal is. Zoho CRM, with its nearly endless customization options, helps you set stages that make sense for your company, and assign forecasted percentages of the deal amount to effectively manage your pipeline. This is called Zoho CRM stage probability mapping. Let’s see how it works! Read More
The Group object cannot be reported on. You can view and edit the lists from Setup but you can pull a list in Salesforce Developer Console that will include the members of each Group. Read More
Making list views available based on need helps ensure users have the information they need without having to search through many that may not pertain to them. Read More
When creating new lead entries in you would expect pertinent information to transfer over to other modules once the record was created. The point of Zoho CRM is to be more efficient, after all! But how do you ensure all the information you want to transfer does? By using Zoho CRM lead conversion mapping! Read More
When creating your module layouts in Zoho CRM you have so many options and fields that it can get confusing. One great example of this is in picklists – they can get pretty long pretty fast, and you might not want to see all the values if they’re irrelevant based on what values you may have selected in another picklist. Sound a little confusing? Once you get the hang of it you may discover how much easier this can make your work life! Nobody likes scrolling through tons of items on a list when only a couple are applicable. And that’s where Zoho CRM dependency fields come in handy! Read More
