When entering a note in Pipedrive, you may have noticed (and ignored) the formatting option buttons at the bottom of the note. In my humble opinion, they’re worth checking out and can improve the overall appearance and organization of your notes. Read More
Service health is always a good thing to check when something is acting amiss in Dynamics. For example, multiple users were unable to access reports in Chrome today (8/30), and the first thing I wanted to do was check the Service Health dashboard for related incidents. Service health, incidents, and advisories have been relocated a few times over the past few years, and aren’t in the most logical spot. This post will walk through how to navigate to the elusive service health area. Read More
For a full, in-depth walkthrough, you can reference the Microsoft article here
Automatic Record Creation rules and Service-Level Agreements are being deprecated and must be migrated this year. Thankfully, Microsoft has provided a migration tool, but it’s not the easiest to find! Keep reading for more information. Read More
Tables in Excel are typically helpful and easy to use, but occasionally you can run into formatting issues that just can’t seem to be fixed, like a cell that’s formatted as a percentage but displaying as a decimal. I typically notice this issue with formatted cells — especially percentages & dates, even cells with data validation — and finally have a workaround: convert the table back to a data range. It even keeps the formatting of the cells, though it’s easy to remove if needed.
Zoho Campaigns topics will be required in order to migrate to the new Zoho Campaigns sync methodology. Here is a link to our post outlining the changes to syncing Zoho Campaigns and CRM in case you missed it. Therefore, it will be important to get your topics set up as soon as possible. Read More
Do you sync Zoho Campaigns with Zoho CRM? If so, you should be aware of significant changes Zoho is making to the sync process effective 10/1/22. This is the first of several blogs that will walk you through the changes. Read More
If you are a Pipedrive administrator looking to adjust the org-wide settings for passwords, there’s a single screen that makes it easy to manage! From there, you can enforce everything you might need: 2-factor auth, character minimums and options, and expiration/reuse settings.
In Pipedrive, when you complete an activity associated with a deal, contact, or org, and there are no additional scheduled activities, the default behavior is for a new, empty activity window to pop up. If this behavior is annoying and unhelpful for your users, you can turn it off! Read More
In the spirit of simplification, this tip will help clean up any currencies you’re not using. Is this groundbreaking? No, but it is never a bad thing to simplify and clean up your system, especially if your organization is based in a single country or utilizes a single currency. Read More