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!

 

Corey Babka No Comments

Salesforce.com – Setting up a Kanban page

So one of the nicest things about Lightning is the “Kanban” pages that are out there for leads and opportunities.  You can do this for other items as well, but you have to set it up (set up the grouping).  For instance, maybe for accounts I want to do “by product” so I can move around and sort my records.  We’ll do that with the accounts area here but you’re going to get a nice overview of what you can do in each object. Read more

Justin Hill No Comments

GoldMine : Setting Default Alarm Behavior

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.

To change the behavior of Alarms, go to Tools | Options | Alarms.

Remember, anything under your options is changed only for YOU, so go crazy. If you screw anything up, you can always change it back!

Suzanne Kirkland No Comments

Zoho CRM – Campaign Source Fields Explained

Leads can be related to many Campaigns in your CRM.  You can see the list of campaigns in the Campaign related list below the lead details.  The very first Campaign a Lead is connected to is it’s “Campaign Source”, and this information is stored in an inaccessible field.   Read more

Megan Hagedorn No Comments

Dynamics 365 – Rename Main Tiles

If you’ve always wanted to change the Main Tile names in your Dynamics CRM instance, you are in luck! One awesome new feature in Dynamics 365 is the ability to rename the Main Tiles.  This new enhancement is so great for clients with different Business Units (Residential vs Commercial, Private vs Public, etc) or internal lingo that doesn’t jive with the default labels. We’ll also be touching on making changes to the Site Map–I’ll continue that discussion in the next blog.

Read more

Megan Hagedorn No Comments

Microsoft Teams – Finding the Release Notes

How can I tell when and what new features are added to Microsoft Teams?

This is a GREAT question. Since Microsoft Teams is so new, be on the lookout for some significant enhancements as the year progresses (PS – External User Access, anyone?! Keep tabs on that here). One way to keep an eye on new features is by periodically reviewing the Release Notes. Microsoft Teams makes it easy to check out the Release Notes–if you know where to look.

Finding the Release Notes

Start & sign in to Microsoft Teams.

Select Chat from the left pane:

Select T-Bot from your Chat list (we’ll be talking more about T-Bot soon):

Click the Release Notes tab below T-Bot‘s name:

Voila! Release notes are always fun and I definitely encourage all Microsoft Teams users to explore this–especially since we will be seeing lots of changes in the coming months.

Feel free to use the comment section below if you have questions about this post. Thanks!