If you’ve ever needed to find out when you wrote something in OneNote, this tip is for you. It is ridiculously easy to find the timestamp, but you may have never noticed it! This feature works in both OneNote 2016 and the OneNote App for Windows 10.
Did you know that you can enable a setting to display related emails as a conversation on a record’s timeline, similarly to how Outlook handles conversations? This can make the email/activity area of records much more organized and easier to read! Read More
Recently, Microsoft gave the personal email template and email signature editors a facelift, now matching the rest of the Unified Interface. In this post, we’ll walk through the steps to create personal email templates and signatures in your personal settings. Read More
There’s an interesting area in Pipedrive called the User Overview page. It allows you to take a look at all of your recent updates to records, activities, records you follow, and notifications, all in one spot. Below, I’ll outline what it looks like and how to find it.
Until recently, manual sharing in Salesforce was not available in Lightning. Instead you had to switch back to Salesforce Classic in order to share a record. Starting earlier this year with the Spring ’21 release, Saleforce changed this and you can now manually share records in Lightning.
Sometimes a contact works with more than one account and you are probably left struggling with how to make this work in Salesforce. Luckily you can set up contacts with multiple accounts in Salesforce. Read More
When you have a list of records to update in Salesforce, it can be cumbersome to keep navigating back and forth between the list and the record. It would be much easier if you would work with both at the same time. Split view in Salesforce Lightening will help you do this! Read More