If you are a Pipedrive administrator looking to adjust the org-wide settings for passwords, there’s a single screen that makes it easy to manage! From there, you can enforce everything you might need: 2-factor auth, character minimums and options, and expiration/reuse settings.
In Pipedrive, when you complete an activity associated with a deal, contact, or org, and there are no additional scheduled activities, the default behavior is for a new, empty activity window to pop up. If this behavior is annoying and unhelpful for your users, you can turn it off! Read More
In the spirit of simplification, this tip will help clean up any currencies you’re not using. Is this groundbreaking? No, but it is never a bad thing to simplify and clean up your system, especially if your organization is based in a single country or utilizes a single currency. Read More
Historically, we’ve had to go into Advanced Find to download Fetch XML, which is extremely useful for report, schedule board, and other customizations. As Microsoft replicates more of the “classic” features into the new UI, we’re finding new ways to perform the same tasks. Keep reading to learn how to download Fetch XML in the new UI. Read More
If you’re a heavy Dynamics or Portal customizer, you may find yourself looking for a user’s Azure AD Object ID – especially if you’re setting up Portal users! A while back, the only way to find this was to go directly into Azure, but we now have a much easier solution. Read More
Excel features hundreds of functions, and it’s never too late to learn more about them! Thankfully, the Function Library is the perfect place to check out more. The Function Library categorizes and lists all available functions. When you hover over the function name, you’ll see a pop-up giving a brief description, syntax example, and a link to a related help article for the function. Keep reading to learn more! Read More
The Zoho CRM sandbox is an extremely useful tool when you are making changes to your Zoho setup. With the sandbox, you can make sure the changes you make will work as you expect before you deploy them in your main system. Read on to learn more about what the sandbox is and what you can do with it. Read More