… are usually right under your nose. Did you know that you can display a row count in [almost] any window?
Just right-click within the list and Select “Summary”.
I don’t see nearly as many cleaned up Picklists in the field as I wouild like to. Of course, I mean the lookup window you get for each field by clicking the little grey arrow to the right of it.
You’d be surprised at how much these impact data integrity within GoldMine. Plus, once configured, it makes data entry EASY.
GoldMine, out of the box, comes with everything turned all the way on. Notably, the tabstrip that appears at the bottom of the contact record. One thing you can do to make GoldMine a little less cluttered is to hide any tabs you don’t use.
Migrating to new CRM software is the perfect time to address any imperfections with your data. Microsoft Dynamics, as well as other CRM’s on the market, have tools available that make it easier to go through the review and cleansing process.
Below you’ll find best practices suggested for cleaning and maintaining your data.
Finding and Removing Duplicate Records
Duplicate records can be inadvertently be created during high paced times. Set-up the “Check for Duplicates Wizard” to run a bulk clean up job to find and remove the duplicate records.
After enabling Notes and configuring any feed tracking, you will want to add the related lists to your organization’s page layouts.
First make a list of all areas you want users to have the ability to add, edit, and view Notes and/or upload Files. For example you may want to utilize Notes and Files on Accounts, Opportunities, and Orders but nothing else. From the page layout in Object Manager, you can configure the visibility and location. If you use more than one layout (e.g., with different record types), be sure to make the changes to every layout you want Notes and Files accessible.
Salesforce Classic Notes & Attachments related list is replaced with Files for attachments and docs and Notes for general notes. If you have not moved your Notes & Attachments records, you will want to do so soon as the related list will eventually be phased out. Read More
To help organization’s transition to Lightning Experience, Salesforce Labs introduced the Magic Mover for Notes and Attachments to Lightning Experience app that allows admins to Convert Attachments to Files and configure Notes. Read More
Have you ever had to make updates to several records at the same time? If you go into each record separately for every update it will take you a long time! Sure you can import a batch of records all at once, but you’d need to put a spreadsheet together with all those updates first. Fortunately the Zoho CRM Sheet View function will help you save time!
Zoho recently made some changes to the User Interface (UI) of CRM. You might not see the difference yet, as you’ll have the option of switching back and forth between the old and new looks until May 15, 2020. That gives you plenty of time to practice and get used to the new look and feel!
The changes made to the Zoho CRM interface are mostly cosmetic – they are designed to enhance and streamline your experience by simplifying the layout and organization. The Home page and each module page will look the same, the changes are in the records.
