When you have many reports but not sure which ones are current or being used, a custom report can be created to list when a report was last run. Dashboards can also be included to determine the last time they were refreshed. This can be a great way to keep your reports and dashboards organized and up to date. Read More
If there is a particular way you would like to view records in list views, you can build on to meet your needs. You can share the view or keep it private. Use the following steps to create a custom view. Read More
A lot of products and services these days focus on certain industries. In some cases, these products or services that are industry-specific might make sense. But what about when it comes to CRM systems? You may be overwhelmed with all of the different CRM examples you’ve likely heard about, and depending on the industry you operate in, might feel that an industry-specific CRM system is the way to go. But is this really the best option?
An example to consider
Let’s say you work for a news outlet and your team offers digital marketing services for the publisher’s customers, and the team’s primary tasks include creating and placing the best promotions possible to increase the success of their clients’ companies.
Zoho CRM has so many useful features, and they’re always adding new features to help improve efficiency. The tag feature was initially added to Zoho CRM about two years ago. Tags are a quick and dirty way to slap a record with an open-text entered category, and subsequently be able to pull a list of records with the same tag. Tags are displayed just under the record name at the top of the record for a super convenient reference.
When it comes to adding a tag in Zoho CRM, it’s a fairly straightforward process. But do you know how to remove a tag in Zoho CRM? It can be a little tricky, especially for those new to Zoho CRM. But in our latest blog, we provide simple step-by-step instructions (along with a visual) to help Zoho CRM users easily understand how they can remove tags at any time.
How to remove tags in Zoho CRM
First, you can display a list of records in the module with the same tag, by opening a record and clicking on the tag. To remove a tag from a record, or group of records, you simply select the record(s) from the list and then selectd “Remove Tags” from the drop down “Tags” button. You can also use this same process to mass add tags to records.
Customer relationship management, otherwise known as a CRM, is one of the most helpful tools that any business could use. So, what is CRM software and what is Zoho CRM? Some people refer to a CRM system as a rolodex on steroids. It’s a one-stop shop where you can keep all of you client’s contact information, organize your business deals, track marketing campaigns, and so much more. Zoho released their CRM software in 2005, and since then has been improving and updating to truly focus on the “relationship” part of customer relationship management. Zoho CRM is widely used across the world due to its low cost, and different software programs that are easily integrated into the main CRM.
Office 365: Microsoft Updating Default Save Location to OneDrive, Get Ready with “Known Folder Move”
In the upcoming February update for Office 365, Microsoft is making a change to the default save location. Going forward, Office 365 programs will default to OneDrive and the “ctrl+s” dialog box will look a little different. Check out this blog post from Microsoft to learn more and preview the changes! Read More
Picture this: it’s January 2019, and you’ve made a resolution to be more tidy this year. You’ve just hidden a bunch of old chats in Microsoft Teams, but alas! You need to reference one of them and cannot find it again for the life of you. Fear not! We’ll walk through how to hide and unhide chats in this blog post.
Did you know that you can dictate text to Word and PowerPoint, rather than type it? I was never a fan of dictation features until having a baby a few weeks ago…now I use it all the time! As a matter of fact, I’m using it to write most of this blog post. It’s very easy to use in Office 365–you just need a microphone. Read More
Dynamics 365 allows administrators to edit System Views straight from the View itself, which is great and saves a few clicks…except there is no option to publish those changes. Keep reading to learn more! Read More
Microsoft has discontinued Insights, powered by InsideView and Versium Predict, and must be purchased separately directly from InsideView if you wish to keep this feature. Current users have until August 15, 2019 before Insights is completely removed from Dynamics 365 (unless, of course, you’ve decided to purchase separately). Check out this blog post for more information and other alternatives.
