Megan Hagedorn No Comments

Office 365: Replace ORG.onmicrosoft.com with your Organization’s Domain

If you are still logging in to Portal.Office.com using a “.onmicrosoft.com” domain, it may be time to update this with your organization’s domain.   You may also see this recommendation pop up on the Office 365 Portal Admin Home page:

It’s easy–ESPECIALLY if your domain is with GoDaddy–and free!

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Justin Hill No Comments

GoldMine : Color Coding Calendar Items

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.

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Justin Hill No Comments

GoldMine : Changing Label Colors

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.

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Suzanne Kirkland No Comments

ZOHO CRM – Assignment Rules

Did you know that you can create rules to automatically assign records to your users based on criteria?  A great example of using this feature is setting up Lead Assignment Rules.  There are Three parts to defining an Assignment Rule.

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