Following on the Import Troubleshooting post from while back–
If you completed an import but later realized something was wrong with the data, or for whatever reason need to remove the records that were just imported, fear not! There is a quick and easy way to do this.
Did you know that you can create your own Template folders in Zoho CRM to better organize your templates? Here’s how… Read More
Have you ever tried to map a custom field in the Lead record to a standard field in either the Account, Contact or Deal record, but the matching field you want is not presented as a choice? Read More
So my default home page has “today’s events” but I really need my tasks on there too. Thing is, I have default start page (probably from a tip 2 years ago) that I’ve been using. Worked perfectly in classic, but not so much in lightning. So, let’s change things a bit… Read More
So a custom app is in short the ability to create a series of standard tabs for your team, standard pages, etc. I’ve done this before in classic but as it turns out you can only do so much for apps built in classic edition and then transformed into lightning. So, we’ll start from scratch and build another one in Lightning. Read More
Did you know that you can pick a different color for each pending item you make in GoldMine? Much like changing the field label color, this can be used to indicate priority or critical items. For example, I’ve seen service departments use red appointments to indicate that this cannot be rescheduled and blue for those that can.
Did you know you can easily convert any Additional Contact to it’s own Primary Contact?
I don’t see this used in the field enough, in my humble opinion. It’s easy to change the color of field labels right on the Contact Record. I like to use this to indicate what fields are more or less important than others. For example, critical fields can be marked as red or non-critical fields can be marked in green.
If you’re an Outlook and OneNote user, this tip might be handy! You can link any text in OneNote to a task in Outlook…that you can manage from OneNote! It’s fantastic if you do most of your organizing in OneNote.
Please note that this feature does not work in Outlook for Web as of 11/29/2021.
If your organization uses Exchange and Outlook, consider enabling MailTips! It’s quite handy and can be a big help.
The MailTips bar (a yellow bar across the top of your email draft) is contextual and can pop up in different situations, including:
-If you select “Reply All” by accident
-If you type “please find attached” or something similar and don’t actually attach anything
-Responding to someone with an Out-Of-Office message up in Outlook
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