Suzanne Kirkland No Comments

ZOHO CRM – First two steps to troubleshoot strange behaviour

When you observe really strange behaviour in your Zoho Account, there are two things you should do before you spin your wheels too much trying to figure out what’s happening….
  1. Clear the Cache in your browser (if your browser is not listed below, simple search ‘clear cache in “Name of your browser”‘ for instructions)
  2. Check to see if it is a system wide issue, or something more localized to your account, by using the DownDetector website.  Click Here
Suzanne Kirkland No Comments

ZOHO CRM – Show/Hide Fields on form

In Zoho CRM, you can now establish “Layout Rules” that will show or hide fields and/or sections and/or make fields mandatory based on criteria!  This will go a long way towards managing your module forms and making them easier for your users to use!

For example, let’s say you sell two “Types” of Services.  Based on the type of service you sell, you need to collect a different set of information for your Deal record.

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Suzanne Kirkland No Comments

Zoho Books – Add Vehicle Mileage Expense

Heres how you can add vehicle mileage expenses when using Zoho Books:

Step 1 is to set up your Vehicle and mileage rates.

  • Go to Settings (Gear Wheel in upper right corner) and select Preferences
  • Select Expenses from the list (you may have to scroll down a bit)
  • Enter your starting date and mileage rate Read more
Justin Hill No Comments

GoldMine : Dealing with the Process Monitor

The GoldMine Process Monitor. Love it, hate it; either way we must all deal with it. It shows, for instance, automatic e-mail retrieval history, global update and deletion logs; it is the essential window into troubleshooting the GoldMine universe.

But why is it set to auto-hide itself by default? Untouched, the Process Monitor will hide itself along the bottom edge of your GoldMine. To view it, the idea is to float your mouse cursor over the top edge and it appears like magic.

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Justin Hill No Comments

GoldMine : Filtering History

A GoldMine customer asks: There are so many items in the History tab that I can’t find what I am looking for.

To correct this:
* Within the History tab, Right-click > Options > Filter.
* This brings up the Activity Filter window.

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Justin Hill No Comments

GoldMine : Tagged Records

Did you know that you can “tag” Contact Records within your Search Center, making them a “pseudo-group”?

When viewing results in your Search Center, you can check the box on the left of each row to Tag the record in question. Once one or more records are Tagged, this becomes an “Active Filter”, which means it can work with all the Filter-aware function of GoldMine. These include Building a Group, Merging an Template, Global Replace, etc.

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Corey Babka No Comments

Salesforce.com – Creating a Report

A common question is how do I get the data out of Salesforce?  Views are nice, but sometimes you need to have a good report to export or schedule to email to team members weekly.  We’ll do a simple custom report here.

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Corey Babka No Comments

Salesforce.com – Custom Lists on Home Page

This is an oldie but a goodie, so kind of rehashing a two-year-old tip here for your pleasure.  This is how we can add a list view to your Home Page, so you can see things like leads, opportunities, etc., right from the home page.  We’ll use the Leads object in this example:

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