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
Every module in Zoho CRM allows you to create custom views to filter for the information that you need, and several come pre-built. But did you know you can create custom views so you can easily see information that you frequently filter for? This way you can perform those same searches with just two clicks! Read More
Sometimes you need to open more information or a custom report from a page layout. Placing a button on the page is a great way to open a Visualforce page with information about the open record. Read More
VisualForce pages allow you to create new pages in your Organization. They can be used to display data for reporting, pop-up windows, and custom user pages to name only a few. These steps are to get you started and familiar with the basics of how visualforce pages work. Read More
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 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.
Microsoft 365 TEAMS is a collaboration application that can be used to organize meetings, facilitate conversations among group members over chat and video as well as share files across groups. It integrates well with Microsoft Outlook and many other products.
To add Planner to streamline your workflow, follow the steps below:
