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Recent posts by our CRM Experts
May 28

ZOHO CRM – new built-in record “activity” filtering

By CRM, Zoho, Zoho CRM No Comments

Zoho CRM recently added the ability to filter your records in a view based on whether they have been “touched” – meaning a user or the system (via workflow) has actively created/edited the record.  These filters are available in the filter section of the module (to the left after you click a module tab and are looking at a list of records).  If you don’t see this filter section, click on the little gray tab to open the filter “drawer”.

When setting the filter, you have the option to choose who and when:

Using this new feature you can quickly find those contacts that haven’t been touched in a while!

May 28

ZOHO CRM – get extra protection with Encryption

By CRM, Zoho, Zoho CRM No Comments

Zoho CRM introduced the ability to encrypt specific fields for extra added protection.  To add encryption to a field:

  • Setup->Customization->Modules and Fields
  • Click on the module name, then the layout to open the form
  • hover over the field and click the “…” menu, then select Edit Properties
  • Click the Encrypt field checkbox:

Note that when you export your data, either through Zoho CRM’s export, backup or a report – the data will NOT be encrypted.

May 16

GoldMine : Max Records to Show

By GoldMine CRM No Comments

Did you know that you can control how many items are shown in any given list view? This is easy.

1. Right-click within the list you want to control (in our case, the History Tab).

2. Select Options | Maximum Number of Records Shown.

3. Input the new number of records you want to see.

4. Ok your way out.

Decreasing this number can help boost GoldMine performance, but use with care!

 

May 16

GoldMine : Enabling/Disabling Universal Search

By GoldMine CRM No Comments

Did you know that you can turn Universal Search on or off? This is actually pretty easy to do.

1. Log into GoldMine as MASTER or equivalent.

2. Go to Tools | Configure | System Settings.

3. Go to the Advanced Tab.

4. Click the button to Install/Uninstall Universal Search.

5. Ok your way out.

Try it, and have some fun!

 

 

May 16

GoldMine : Setting the Default Username

By GoldMine CRM No Comments

Are you sick and tired of putting your GoldMine username into the login window at startup? I don’t blame you. There is actually a way to do this within your GoldMine shortcut.

  1. Right-click on your GoldMine shortcut, select Properties.
  2. In the Target box, add the following text: /u:USERNAME (USERNAME being *your* username).
  3. Ok your way out!

 

May 02

Dynamics 365: Use Excel Online to make Importing or Editing Read-Only Records a Breeze

By Microsoft Dynamics CRM 2 Comments

I touched on this tip a bit last month, but wanted to dedicate a post just to this tip, because I love it that much.  This tip is especially useful if you ever need to edit a Read-Only record but don’t want to re-activate the record just to make the change. Closed Opportunities are a great example of this!

Additionally, Excel Online can be really useful any time you want to edit a record in Dynamics–read-only or not. It removes a lot of the pain associated with Importing (though it’s not foolproof!).

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