I won’t lie, it’s been a few months since I’ve had to upgrade an installed solution (Project Service Automation, Field Service, etc.). Imagine my surprise when I attempted to access the old admin center, only to find that everything had moved over to the redesigned interface! In my opinion, the list of solutions is not in an intuitive place and took me some Googling to find. If you find yourself in the same place, keep reading to learn where the solution list is and how to upgrade an installed solution.
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If you use Outlook as your email client, you want to integrate it with your Zoho CRM. There are many benefits to enabling the integration – you can sync your contacts, calendar and tasks. You will have a record of emails with your clients in CRM; and you can create contacts, leads, and initiate deals directly from your inbox. All these benefits can be set up in just a few steps! Read More
In previous blog posts we went over how to create an organization email addresses in your Zoho CRM, and how to switch between your email address and an organization email address in a client record in order to funnel emails to the right groups within your company. But what if you use this same process again and again, and need to ensure that you don’t mistakenly forget to send an important email? What if you want to send the email personally but have replies sent to another address? Easy – automate emails and templates in a workflow! Read More
In a previous blog post we went over how to create organization email addresses in your Zoho CRM. So what are the best ways to use this functionality? First, you can switch between your personal email address and an organization email address when sending emails directly from a client record. This way you can funnel emails into a group more effectively. And it’s an easy way to direct your email flow! Read More
When sending emails to clients in Zoho CRM you may not always want to use your email address, but rather a organization email group, such as info@mycompany.com or sales@yourcompany.net. This will give an entire team visibility to crucial emails and can simplify your sales strategy. But how do you create organization emails, and how do you best use them? Let’s find out! Read More
Such a simple question, isn’t it? How can you look at just YOUR historical items without running a report or going from record to record to record?
Did you know that you can add simple GoldMine menu items to the top-level toolbar? This is done on a per-user basis, so each user can have their own “favorite” toolbar items.
Did you know that you can use an actual e-mail template for a signature, as opposed to using a simple text file? This allows you to use fancy fonts and insert company logos.
Microsoft has recently added a new feature to Teams that allows you to see basic information about a channel at the click of a button. You can instantly see the team the channel belongs to, members that recently contributed to the channel, a full list of all channel members, and recent updates to the channel. You can even add members to the team right from the Info pane if your permissions allow it. Read More
This month’s blog posts will focus on dashboards, which tend to be an under-utilized feature in Dynamics. One great use for dashboards is to access views (or charts) from multiple entities in a single window. Let’s say your personal work flow has you working in the accounts, contacts, and leads entities most often, frequently bouncing back-and-forth. With a dashboard, you might be able to save a few clicks and put your most-frequented views from each entity on a single page. The best part is that you do not need to be an administrator to create and leverage dashboards–as long as you have the security roles required (most users do!), you should be able to follow this tip. In this example, we will pull views from the contact, lead, and account entities into a single dashboard.
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