What is Zoho CRM Analytics?

By Zoho CRM No Comments

Zoho CRM Analytics is a powerful way for you view and analyze your data in custom views to meet your business needs. Analytics components are created in custom Dashboards and can also be added to your Home screen, giving you an overview of what matters most to you in just one glance. Let’s explore how to make Analytics work for you! Read More

Salesforce Standard Controller

By CRM, Salesforce CRM No Comments

When using Salesforce to retrieve information on pages and lists, a bunch of actions occur to make it happen.  This is done by built-in controllers behind the scenes.  When you open a record in Accounts View, the standard Account controller provides the data/functionality to the page which then formats it into what you see.  A controller can contain the logic to be executed when a button is clicked. Read More

Method CRM – Wait for Sync Approval? Setting

By Method CRM No Comments

Method CRM is a Cloud Based software for Small Businesses that are looking to manage their Client relationships while growing the business. It’s an intuitive product that integrates well with QuickBooks Desktop and QuickBooks Online.

To help Clients manage data integration, Method has a setting that can be activated which will prevent information syncing to QuickBooks unless approved. The criteria for this activating this setting and syncing data attributes is listed in the steps below.

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