While Pipedrive is fairly limited in terms of customization options, it is possible to rearrange fields in a section on the detail page. Keep reading to learn how to rearrange fields.
Duplicate detection is a must-have feature that helps keep your data accurate and clean. This makes workflows run more reliably, imports go smoother, and data more reliable. Below, you’ll find a guide to creating new Duplicate detection rules, which define the parameters by which duplicates are identified. Microsoft has posted a guide on duplicate detection rules as well. Read More
When customizing your GoldMine record layout, you can make any field “required”. This means that the user will not be able to navigate away from the Contact Record until the field has been filled.
Did you know that you can change the time increment on the graphical calendar? Think of it as changing the calendar resolution. That way, when you click-drag items onto the calendar, you have more control over the duration. This can be especially useful for those who are scheduling a lot of Phone Calls.
Ah, Alarms! The bane and joy of our existence. For those that don’t know, every scheduled item in GoldMine has the ability to be “alarmed”, which simply means that you get a pop-up window at the specified alarm time.
This essay looks at Zoho vs. Dynamics 365. It is written in two parts by Gene Marks of The Marks Group. We currently serve hundreds of Microsoft Dynamics and Zoho clients and provide training, consulting and implementation services to help our clients use these products. So is Dynamics better than Zoho? Is Zoho better than Dynamics? That’s up to you to decide. Here are the pros and cons of Zoho vs. Microsoft Dynamics, based on our experience as partners.
Let’s start with Zoho. Read More
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.
For those of you using multiple Contact Sets, did you know that you can specify “local” labels for fields?
For example, you can change KEY2 from “Industry” to “SIC” for the current database. It’s easy!
Ever wanted to schedule a Conference Room or Service Truck on the Calendar in GoldMine? Simply create a new user. GoldMine allows you to create a infinite number of users, so this doesn’t affect licensing.
