Did you know that you can “tag” Contact Records within your Search Center, making them a “pseudo-group”?
A GoldMine customer asks: There are so many items in the History tab that I can’t find what I am looking for. Did you know that you can filter within the History Tab itself?
The GoldMine Process Monitor. Love it, hate it; either way we must all deal with it. It shows, for instance, automatic e-mail retrieval history, global update and deletion logs; it is the essential window into troubleshooting the GoldMine universe.
There are many ways in which you can customize Zoho CRM to allow access to different information depending on the user and what the do. Profiles, roles, data sharing settings, territories, module layouts… So many ways to customize! Sometimes it can seem a little overwhelming, both as a user and as an administrator. Zoho CRM Tab Groups are one easy way to keep your team focused and on track! Read More
We all know that Zoho CRM is a great tool, and so easily customizable that it can fit your needs in any industry through extensive customization. But where to start? After mapping out what you need to accomplish and how your operational processes work, the next step is typically module customization, or as I like to call it the foundation of your CRM! Let’s look at one customization you might not be familiar with, and how it can help your teams understand the information they need to gather – Layout Rules. Read More
When you create a new form in Dynamics, you are not prompted to give it a name, and the default is “New Form”. It’s easy to end up with multiple forms with the same name. Thankfully, it’s easy to change the form name–you just need to know where to look. Read More
Very recently, Microsoft revamped the Teams notification settings page to make it easier and faster to use. The new organization splits the settings into the following categories: Email, Appearance and Sound, Teams and Channels, Chat, Meetings, People, and Other.
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In my last post I talked about Zoho CRM Webforms to help you drive your business – A/B Testing and Analytics. and how to create and design them. Now let’s look at the other great benefits of using Zoho CRM Webforms to help you drive your business – A/B Testing and Analytics. Read More
Salesforce formulas derive their value from other fields, expressions, or values. They can be used in a number of contexts, including custom fields for auto-calculating values, criteria for data validation and workflow, and Visualforce pages. Read More
Salesforce formulas derive their value from other fields, expressions, or values. They can be used in a number of contexts, including custom fields for auto-calculating values, criteria for data validation and workflow, and Visualforce pages. Read More
