Another function of the workbench is to do imports much like you would with Data Loader. It’s a bit more “programmer friendly” than data loader (which is more “standard user” friendly) in my opinion, but nevertheless a keeper.
Go ahead and login to the workbench like before. This time, go to the data menu though…. Here you can insert, update, upsert, or delete. If not familiar with these, you may want to stop as you can do some serious damage to your database. Read More
Just a final tip here, wanted to let you know about the different settings that you can manage from the workbench that are very helpful for administrators when importing data through the workbench.
Under the workbench main menu item, choose “settings”. Read More
If your Zoho CRM has any active workflow custom functions, it’s good practice to periodically check for any custom function failures. To do this simply Read More
Using Zoho CRM “out of the box”, you have limited options to select from to identify duplicates on import. For example, in the Contacts module, you can choose from Email address or Contact ID. But did you know that you can create a custom field and with the right settings have it show up in the list? Here’s how… Read More
Optimizer is a feature in Salesforce.com used to evaluate below scenarios in your implementation and fine tune them. For instance:
This one’s a bit of another oldie (blast from the past), but it’s a good one. We all know that Reports and Dashboard tabs are great one-stop shopping spots for data. But users don’t have to go there every time they need to know something. You can set it up so people can see a report chart right on the page where they’re working. For example, when updating an opportunity, they can see a chart that’s filtered to show the latest data about the account that opportunity is associated with, without leaving the Opportunity detail page. Read More
Notice how if you look at the Feeds module you basically see your own activity. You can “follow” specific records, and you will then see any activity related to those followed records as well. What if you just want to see ALL activity in feeds? That’s where auto-follow rules come into play.
When you start using the new Zoho CRM template editor, one thing you might find puzzling is how to add a user signature to a template. With the current editor, it’s simply a checkbox. In the new editor it’s considered a “Merge Field“.
This tip is meant to save yourself a little time (every second counts, right?) when completing forms in CRM.
Sometimes fields can be filled in on forms by default if the response is typically true under X condition(s). For example–you might know that if an opportunity or lead is related to Product X or Y, it applies to Business Unit A, while if the interest is in Product Z, it applies to Business Unit B. You use a Business Rule on a form to set the conditions and default values. Being default values, they can be changed after they are set. Read More
Let’s say you just created a personal view that you want to allow others to use–what do you do? Share it! Dynamics 365 makes this really easy. This is especially helpful for teams or collaborators that want to leverage.
© 2023 The Marks Group®
