This tip is for all the folks who have had to create multiple, similar Business Rules at once. It is so easy to miss, but it actually is possible to duplicate and edit a Business Rule! This really is a time-saver–especially when multiple Business Rules contain similar steps or variables. The only catch is, the Business Rules must be contained in the same Entity. We’ll jump right in with an example. Read More
Did you know that you can show Completed Activities on your Calendar in GoldMine? I love having this turned on – it makes me feel like I’ve been productive!
From your Calendar, right-click and select “Activities”.
On the right-hand side, under “Completed Activities”, simply select what completed activity types you want to see on the calendar. Completed items appear in grey with a strike-through font.
Try it, and have fun!
This is a troubleshooting tip for those paying attention to their networks while using Dynamics. If you start experiencing strange behavior (namely speed issues), it’s always a good idea to start by checking Microsoft’s status. Read More
Love it or hate it, the SQL Query tool in GoldMine is unavoidable sometimes, especially when you want to get “fancy” with searching. So, we it comes to looking up things like “contacts with history” or “contacts with no history in the last X days”, we have no choice but to become temporary experts in SQL. Here are a few examples to get you started;
- First, open up your SQL Query tool by going to Tools | SQL Query.
- To use it, simply paste in your SQL code into the top window and click the “Query” button.
- Profit! 🙂
SQL Code examples (for clarity purposes, all SQL code is given in CAPS);
Contacts with no history
SELECT CONTACT, COMPANY FROM CONTACT1 WHERE ACCOUNTNO NOT IN (SELECT ACCOUNTNO FROM CONTHIST)
Contacts with no history in the last year
SELECT CONTACT, COMPANY FROM CONTACT1 WHERE ACCOUNTNO NOT IN (SELECT ACCOUNTNO FROM CONTHIST WHERE ONDATE >= GETDATE()Â – 365)
Contacts with no email address
SELECT CONTACT, COMPANY FROM CONTACT1 WHERE ACCOUNTNO NOT IN (SELECT ACCOUNTNO FROM CONTSUPP WHERE CONTSUPP.CONTACT = ‘E-mail Address’)
You’ll find that SQL queries are lightning quick, and don’t forget that you can build a GoldMine Group from the Query Results via the Add New Members wizard. Try it, and have fun!
If you’ve ever looked at the Data Sharing Rule definition screen, you see that you can share data from one entity to another entity. Â The entities available to select from are Group, Role and Roles and Subordinates. Â So what if you really just want to share data from one specific USER to another USER? Â The answer is to set up each of those individual users a group of 1, then share between the two groups. Read More
In Zoho CRM, there are three settings that control data privacy across Zoho Modules:
- Default Access
- Role Hierarchy
- Data Sharing Settings
Zoho SalesIQ is an easy to configure and use real-time web-engagement tool. Â There are three key configuration settings that affect the visibility of your chat widget.
- Business hours
- User Availability
- Hide chat widget (on/off)
Another recent feature addition is the ability to act on multiple files simultaneously, making work with files more efficient. Navigate to any ‘Files’ tab in any Channel:
Additional application settings were added to Microsoft teams in a recent release, giving you more control over how you want MS Teams to behave. Check it out by clicking on your user icon, then Application: Read More
Let’s be real–Microsoft Teams is still in its infancy. While a new release–with new features–arrives every few weeks, there is still a lot of room for improvement! (By the way, you can check recent release notes under Chat->T-Bot->Release Notes.) As you explore and use Teams, you may think of improvements or new feature ideas. It’s very easy to submit them, and you absolutely should! These ideas funnel back to the User Feedback website for Microsoft Teams. Not only can you submit ideas (or bugs, for that matter)–you can also stay up-to-date and vote on existing & popular ideas.
