Ah, Alarms! The bane and joy of our existence. For those that don’t know, every scheduled item in GoldMine has the ability to be “alarmed”, which simply means that you get a pop-up window at the specified alarm time.
Please note that this tip requires the email sync feature to be enabled.
Pipedrive makes it incredibly easy to send emails en mass, but don’t let the name of the feature fool you! Selecting “Group Email” allows you to send emails to recipients individually using a single template. So, if you have a list of 10 potential clients to follow up with, you can send a personalized email to each of them individually, with just a few clicks.
Note: Email sync must be configured to utilize email templates
It’s easy to create custom, personalized email templates in Pipedrive, which is great for follow ups, notifications, and more! Keep reading to learn how to create email templates in Pipedrive. Read More
It’s quite straightforward to pin a view in Dynamics, but to set a new view as the system default takes a few more steps. It’s also necessary to change the default view if you want to deactivate it. Keep reading to learn how to set a new system-wide default view for any entity.
Microsoft recently deprecated the home.dynamics.com page, moving all Dynamics apps to the Office portal. I’ve found that many users prefer to just use a bookmark or type in the URL directly, however. To be sure users are using the correct Dynamics app, you can provide them with the direct app url, which you can set to be more user-friendly. Read More
It’s been a while since we had a Word tip for the blog! I recently had to update a report in Dynamics where updates were captured in a Word document, and it was difficult to determine what was updated. I used the compare feature for the first time and found it to be extremely helpful–it merges the two documents and finds all differences. Below, I’ll walk through the steps to compare two documents.
This essay is a continuation of a blog I wrote that compares Zoho with Microsoft Dynamics 365. Both parts are written by Gene Marks of The Marks Group. We currently serve hundreds of Microsoft Dynamics and Zoho clients and provide training, consulting and implementation services to help our clients use these products. So is Dynamics better than Zoho? Is Zoho better than Dynamics? We’ve already looked at Zoho in Part 1. So now here are the pros and cons of Microsoft Dynamics 365, based on our experience as partners. Read More
This essay looks at Zoho vs. Dynamics 365. It is written in two parts by Gene Marks of The Marks Group. We currently serve hundreds of Microsoft Dynamics and Zoho clients and provide training, consulting and implementation services to help our clients use these products. So is Dynamics better than Zoho? Is Zoho better than Dynamics? That’s up to you to decide. Here are the pros and cons of Zoho vs. Microsoft Dynamics, based on our experience as partners.
Let’s start with Zoho. Read More
If you have worked with quotes in Zoho CRM in the past, you know that Zoho didn’t allow any customization for the product table. Well I’m here to share the good news that Zoho has made changes to the Zoho CRM Quotes module and you can now customize the product details table! These changes work for all of the Inventory modules – Quotes, Sales Orders and Invoices. Read More
When you work in a Sandbox, you’re usually doing it to test changes, but you might notice that workflows do not run after you copy a production environment over to the sandbox. There’s a setting that actually automatically disables background processes that you’ll need to change to allow workflows to run.
