There are many things you can do with Salesforce profiles. When you give users a profile you can customize what they see and can do in Salesforce. Profiles can be used for groups of users such as Admins, Sales Reps, Operations, etc. A profile can also be created and assigned to each user for even further customizations. Read More
Did you know that you can view other user’s schedules in the Zoho CRM calendar? Read on to learn how.
Very often we create Salesforce dashboards for a broad audience. However, many users want to be able to drill down and see the data that is more relevant for them. This is where interactive filters come in handy.
Did you know you can change the colors in your Salesforce dashboards? You can do this using dashboard palettes.
A Salesforce approval process is a very useful tool in Salesforce to limit quotes, opportunities, or other changes that may require a manager’s intervention to make it active. For instance, you may want to have an opportunity “approved” if the value is over $5,000. Maybe a quote or the win could also be limited to an approval. What’s really nice is that the option to add the approvals as a related list is also there so you can see the history of the particular record.
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.
