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MSCRM – Online 2016 Update 1 Features (Part 3)

August 26th, 2016

I stumbled across the address autocomplete feature in one of my most recent CRM Online trials. When I set up the trial I was able to choose some of the…


MSCRM – Online 2016 Update 1 Features (Part 2)

August 26th, 2016

The second feature that I wanted to highlight was the addition of self-service portals for non-CRM users. Portals allow your customers to view CRM data, submit support requests, interact on…


MSCRM – Online 2016 Update 1 Features (Part 1)

August 26th, 2016

The first feature I’m going to review is the ability to create and restore backups on your own. Previously you would have had to involve Microsoft to obtain a backup…


ZOHO CRM 2016 – Change is good!

August 25th, 2016

Have you had the courage yet to try Zoho CRM 2016?  It can be disorienting sometimes getting used to a new user interface, especially if you’ve been using the application…


ZOHO CRM – Where are all my custom buttons?

August 25th, 2016

Custom buttons got a little bit of a make-over in the 2016 version, and this is the case whether you have switched to the new version of not… BEFORE, each…


ZOHO CRM – Version 2016 – Where is the record history?

August 25th, 2016

Two “Record History” changes in the 2016 version: LAST ITEMS VIEWED BUTTON:The new location of the ‘last items’ button (the one that gives you clickable links to the last 10…


Salesforce.com – Using Process Builder for Norifications (Part 3)

July 28th, 2016

At this point, we’ll now jump to the process builder to finalize our process.  There’s a lot in here and we’re only doing a brief process.  As you work with…


Salesforce.com – The Process Builder Pros and Cons (Part 1)

July 28th, 2016

The tips for this month will be all based off of the new Process Builder of Salesforce that adds a whole new element to workflow in Salesforce.  Before you were…


Salesforce.com – Using Process Builder and Creating an Email Alert (Part 2)

July 28th, 2016

To show how the process builder works as opposed to the standard workflows, we will create a notification or “email alert”.  However, unlike the standard workflow, you have to create…


MSCRM – Quick Way to Reopen an Activity

July 28th, 2016

Last month I posted about creating workflows to re-open activities. This month I’m writing about a quick and dirty way to do the same thing but using JavaScript. 1. Open…