Corey Babka No Comments

Salesforce.com – Working with Bookmarks (Lightning)

So as I’ve promised, I’m trying to use the Lightning Edition a bit more every day, getting comfortable with it and using it.  I still have an issue with my #1 app that I have bought (integration with Outlook) in that it doesn’t work with Lightning just yet, which is my main reason for not doing the total switch.  However, I’m trying.  That being said, I did start using bookmarks a bit which is an excellent way to jump between views, records, or related objects (even custom). Read more

Corey Babka No Comments

Salesforce.com – Working with Views in Lightning Edition

I’m a huge fan of views, anyone that watches these posts as you know.  They’re a fundamental piece of refining data, filtering reports, exports, etc.  The basis behind a view is found throughout Salesforce as you know.  However, the Lightning Edition has made a couple of changes that I had to struggle through to get the same functionality.  So, as I usually do, I’ll walk through the creation of a view here for those willing to explore. Read more

Corey Babka No Comments

Salesforce.com – Working with Campaigns

Campaigns for some reason have become very popular with my existing clients, where they need to track the “source” just a bit more in depth.  Campaigns for the most part are a “source” for a lead or opportunity, but they have their own object which can be very useful to track ROI on marketing initiatives, lead conversion, etc.  Knowing which trade shows to invest in next year based on accurate conversion and close ratios (as a result of that show) are critical to the marketing team of any company. Read more

Suzanne Kirkland No Comments

ZOHO CAMPAIGNS – generate mailing lists using related Account and Potential Info

If you’re a Zoho.Campaigns user, you know how frustrating it is to be limited to Lead and Contact module fields when setting criteria for a mailing list, right?  Recently, Campaigns add a feature whereby you can now set criteria using data from the related Account and Deal records for your Contacts, as well as sync any custom module that has an email field!!  It is available during a Contact sync set-up.  Here’s how you use it: Read more

Suzanne Kirkland No Comments

ZOHO CRM – Import Improvements

You may have noticed by now an enticement to try the new record import user interface… don’t be afraid, try it!  They’ve fixed so many inconveniences with the old interface and added some great new features!  Here are just a few… Read more

Suzanne Kirkland No Comments

ZOHO CRM – get a list of contacts that opened email

Using Views  and filters you can pull a list of contacts that have interacted with your email in a specified way.  For example, you can filter the list of All contacts to just those contacts that have opened an email from you within the last two days, by setting the filter in the picture at right.

 

Justin Hill No Comments

GoldMine : Modifying your Toolbar

This is one of the best kept secrets in GoldMine; how to modify your toolbar.

  1. Click the “little down arrow” button all the way to the right of your toolbar, select “Add or Remove buttons”.
  2. Go to Customize, then Commands.
  3. From the list, click-drag the desired item up and onto your toolbar. It’s just that easy!

I hardly ever see this done in the field, and it’s a shame. Simply having the Complete a call… item on the toolbar can be liberating!

Justin Hill No Comments

GoldMine : Hiding Unused Menu Items

Did you know that you can also hide and/or reveal single menuitems for users as well?

However, instead of going to Tools | Options, we need to go to Tools | Users’ Settings, which means we need master rights or equivalent.

  1. Select Tools | Options | User’s Settings.
  2. Select the user you wish to modify, click the “Properties” button.
  3. Go to the Menu tab.
  4. Using the tree-view, check or uncheck the top level menu items you wish to show or hide.
  5. Ok your way out.

The user in question will need to restart their GoldMine. Good luck and have fun!

 

Justin Hill No Comments

GoldMine : Hiding Unused Tabs

GoldMine comes out of the box with everything turned all the way on and all the way up. By which I mean all tabs, all menuitems and all access permissions are enabled. Now, because no one uses 100% of GoldMine, having these unused tabs (i.e. Referrals, Projects, etc) can clutter up the workspace and confuse newer users.

To hide and/or reveal tabs,

  1. Select Tools | Options from the top level menu.
  2. Select the “Record” tab.
  3. Click the “Tabs” button.
  4. Simply check or uncheck those items you wish to show or hide.
  5. Ok your way out.

Pro Tip: Use the “Customize Globally” checkbox to push changes out to all users. Use with care!

 

 

Megan Hagedorn No Comments

Microsoft Dynamics 365 – Redesigned Documentation Website

Earlier this summer, Microsoft quietly updated the documentation website for Dynamics 365. As someone who is constantly looking at Dynamics documentation, this was a welcome update and the organization is greatly improved. Microsoft articles are a good resource for general questions (eg. How do I create a new Personal View?), so take note of the below site:

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