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GoldMine : Removing Unused Tabs

By GoldMine CRM, Uncategorized No Comments

Ah, yes! Removing stuff in your way with GoldMine is easy. Let us now remove Tabs from the bottom edge of the GoldMine Contact Record. We’ll start with the ones we don’t use – you know, most of them.

1. Get into Record options via Tools | Options | Record from the top-level menu.

2. Click on the “Tabs” button.

3. From here you can enable/disable any tab and re-position it. I’ve removed all the tabs except for the most vital:

Pro-tip: The “Customize Globally” checkbox works as you imagine it does. But be careful you don’t take away a tab that a user depends on!

GoldMine : Remove Duplicate and Unused Toolbar Items

By GoldMine CRM, Uncategorized No Comments

One of the most useful things you’ll do with GoldMine is remove parts of it from being in your way. Let’s start with the Toolbar.

1. Activate edit mode by clicking on the “little down arrow” all the way on the right of the toolbar. Then “Add or Remove Buttons”, then “Customize”.

2. Go to the “Commands” tab. What you see here is literally every item from the GoldMine top-level menu. To add an item to the Toolbar, click-drag the item from the right-hand side of the Commands window into the toolbar.

3. When you are in this mode, you can also re-arrange the Toolbar items with a click drag. Removing an item is done by click-dragging it off of the Toolbar.

Pro-tip: For those of you who love to micro-manage your GoldMine interface, right-click on any Toolbar button to bring up all kinds of options:

Making Zia Voice Work For You

By Uncategorized

Did you know that Amazon is currently working to program Samuel L. Jackson’s voice into all of their Alexa products? Imagine asking your Echo to read you what’s in you shopping cart, and the iconic Mr. L. Jackson let’s you know that there is toilet paper, light bulbs, sneakers, and the complete Blu-ray set of Friends waiting in your cart to be purchased. Technology is wild, isn’t it?Are you hoping that I am about to say that Zoho has programed Sam Elliot or James Earl Jones to assist you with your business deals? Unfortunately no… that’s not an update that the program has developed yet. I wish. But what I am here to say, is that if you aren’t already using Zia to help you with your business, you should be!

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Be A Workflow Pro

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In a previous blog post I spoke about setting up a workflow in Zoho CRM. Any time you can automate a process, I say you should go for it. Automating your work can make for a more efficient work day. You want to work smart, and using workflows allows you to do that. Now once you have some basic tasks automated for you, you can up your game by using these advanced techniques to further your automation skills.

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Office 365: Different Calendar Views in Teams

By Microsoft Office 365, Uncategorized No Comments

Microsoft recently added different calendar views to Teams that really improve the calendar experience.  Speaking of Teams Calendars–an out-of-the-box solution for group calendars has been confirmed and is currently in testing! I am hoping that the new calendar views are also hinting toward the group calendar feature rolling out soon.  In the meantime, check out the new views for your personal calendar below.

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Zoho Creator: How To Get Started

By CRM, Uncategorized, Zoho, Zoho CRM

Back in the day people would build their databases using products like Microsoft Access or Filemaker. This evolved. Now software companies like Intuit makes Quickbase and Zoho makes Zoho Creator. These do the same things with one huge difference: they’re in the cloud.

Because Zoho Creator is a cloud based app creator you can build your own systems completely from scratch in a hosted environment that can then be accessed by whoever you want wherever they are and the app can be integrated into other cloud based applications, particularly Zoho applications.

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Using Zia To Crush Your Competition

By Uncategorized

Let me take you back to the year 1996. The World Wide Web was beginning to explode, and a little web butler named Jeeves was taking the Internet by storm. With a few keystrokes you could “ask Jeeves” to help you find anything on the Internet. When I was first introduced to askjeeves.com I thought that he could do anything! Turns out the limitations of Jeeves were great, and it was rendered useless by the global domination of Google. I slowly lost trust on online assistants. If Jeeves couldn’t help me, who could? Then I started using Zoho CRM, and my views on computer based assistants changed. I was introduced to Zia, Zoho’s AI assistant, and since that day, things have been great.

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Using Zoho Books: Is It The Right Software For You?

By CRM, Uncategorized, Zoho, Zoho CRM

There are so many different accounting programs that are out there for your small business. How do you sort through them all? It can be incredibly overwhelming to navigate the landscape of bookkeeping tools and choose one that fits best. When I am looking for software, I am looking for something that is easily integrated with programs I am already using, is user friendly, and is designed well. Zoho Books checks off all of those requirements and more.

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Organizing Zoho CRM Modules Using Tab Groups

By CRM, Uncategorized, Zoho, Zoho CRM

With out of the box, customization, and web tabs available to you in your Zoho CRM, your company could end up with A LOT of modules on your account. This can be overwhelming for some of your employees that don’t need access to every single module you’ve created. Also, what if you are storing some sensitive information in some modules that not every employee needs access too? Zoho CRM has an answer for all of these problems!

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