Sweet and simple – when using global search, you can narrow your search to a specific module filtering on that module. In the example below, zoho will only search the Accounts module:
So this isn’t as much a tip but more of a discussion (welcoming thoughts and comments below). Had a client that wanted 2 factor authentication, but wanted more than just the typical “text me when I login from a different machine” type of security. There’s definitely some considerations here…. Read more
So had a client where they need to display “My Opportunities” or a custom view of “Inside Sales Opportunities” depending on role. We’re not going to go into the view creation here, but instead discuss how I can create the same home page but hide certain pieces on that home screen based on the logged in users role. Read more
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!
With the Dynamics 365 V9 update finally rolling out to most existing customers, Microsoft announced a list of features that will be deprecated in future releases of Version 9. If you’re on Version 8.2, this list does not apply!
For the full list and details, PLEASE check out this page from Microsoft.
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.
Did you know you can easily convert any Additional Contact to it’s own Primary Contact?
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.
When adding Products to Zoho CRM, the default for the Unit Cost and Unit Price column is two decimal places. What if you need more? Here’s how you get them:
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.