If you have worked with quotes in Zoho CRM in the past, you know that Zoho didn’t allow any customization for the product table. Well I’m here to share the good news that Zoho has made changes to the Zoho CRM Quotes module and you can now customize the product details table! These changes work for all of the Inventory modules – Quotes, Sales Orders and Invoices. Read More
When you work in a Sandbox, you’re usually doing it to test changes, but you might notice that workflows do not run after you copy a production environment over to the sandbox. There’s a setting that actually automatically disables background processes that you’ll need to change to allow workflows to run.
This is not a new feature by any means, but I wanted to remind everyone that it’s easy to change the position of field labels on your forms in Dynamics. They can be positioned above or to the side of the field. Depending on things like field label length and the size of the section, it might make more sense to have the labels one way or another. Read More
Microsoft is really rolling out some valuable features with Teams, especially for meetings! This one has been out for a while, but I wanted to give it some attention because it’s easy to ignore or forget about. It’s now possible to turn on live captions for your meetings, which increases accessibility and paves the way for the new “Recap” feature that is rolling out. I’ll be doing a separate post about that in the future, but it will include a copy of the meeting transcript, recording, shared documents and any notes left in the chat. I tested out the live caption feature quite a bit this week and it works pretty well–I’d say it correctly captured about 95% of what I said. It even includes punctuation!
While Pipedrive does not have a gamification feature, there is a short animation that plays when you win a deal. It’s cute and not too long, but it’s easy to disable if you prefer.
One of the best things about Pipedrive is how intuitive and user friendly the interface is right out of the box, but it is possible to tweak some behaviors to better fit your needs.
When you create new records, the default behavior is for the “Add deal” (or contact/org) pop-up window to disappear and you remain on the main page for that item type. For example, when you add a new deal from the Pipeline page and click “save”, the pop-up will just close and you’ll be back at the Pipeline. With a setting in Pipedrive, however, you can change this so you are taken to the “details” page after creating a record.
Pipedrive’s seamless email integration is one of its best features, but are you taking advantage of the link and open tracking? It’s not automatic, and it’s not in the “Email Sync” settings area. The feature is included with all Advanced, Professional, and Enterprise plans, and it’s easy to enable.
To easily access files associated with a contact record, use the Links tab and create either a link to a specific file or to an entire folder or directory of files.
There are times when you send a mass mailing or other activity outside of GoldMine but would still like to have a history record attached to the records that participated. Some examples are if you sent holiday card or gifts, presentations, or any action done in mass that needs a history record.