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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…

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…

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…

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…

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…

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…

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…

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…

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…

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…