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Recent posts by our CRM Experts
Dec 04

New Features with Mail Merge Templates in Zoho Mail Suite

By CRM, Zoho, Zoho CRM No Comments

New features in Zoho Mail SuiteYou can now add subforms and related lists to mail merge templates in Zoho Mail Suite.  If you have a module in CRM that contains a subform (more information on subforms), you can now display the subform information in a mail merge template. Likewise, modules that have related lists, information from the related lists can now be pulled into mail merge templates as well. Here’s how:

Templates in Zoho Mail Suite

When creating a mail merge template in Zoho Mail Suite, under the tools menu, you’ll now see “Insert Dynamic Tables” in the list of merge fields.  When you click on a “Dynamic Table” from the list, the list of fields in the table will be displayed for your selection as shown below. Select the fields you want to include in the table and click “Create Table.”  The table is inserted into your document, where you can then add formatting and styling.

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Dec 02

Salesforce.com – Process Builder Functions (ISNEW, ISCHANGED)

By CRM, Salesforce CRM 9 Comments

When creating processes in Process Builder, you can use the ISNEW() and ISCHANGE() functions to be specific on when you want the process to run.  This helps eliminate the process triggering multiple times because you are more specific in the criteria.  For example, you may want to update the Salesman field based on the Billing State of the Account record ONLY when the Account record is created.  Or you may want to update Read More

Nov 26

Office 365: Using the Document Inspector

By Microsoft Office 365 No Comments

The document inspector wizard in Office 365 can help ensure your document is clean of hidden properties, personal information, and other items that could cause issues before you send or publish it (think macros or custom XML data). This is available in Excel, Word, and Powerpoint.  To learn how to inspect a document, workbook, or presentation, keep reading!
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Nov 26

Dynamics 365: Export Error Logs for Imports by using .XML or .CSV Import Files

By Microsoft Dynamics CRM No Comments

If you’ve ever imported data into Dynamics 365 or troubleshooted an import, you’ll know that it can be incredibly frustrating to deal with high numbers of errors–especially if the import source file was an Excel file (.xls or xlsx).  You might notice that there is no option to export your errors!  If even a few dozen errors occur, it is inefficient and painful to manually match the error with the line item from the original import file.   Read More

Nov 26

Office 365: View Document Statistics in Word

By Microsoft Office 365 No Comments

Sometimes I’ll stumble on to a useful feature in Office 365, and it’s so hidden or obscure that I’m not sure if it’s a new feature, or I’ve just never noticed it before!

This tip demonstrates one of those features. In Microsoft Word, there’s a handy section that displays some interesting document properties, including pages, words, total editing time, and more.
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