Did you know that Dynamics has an out-of-the-box report that displays all users’ security roles? I just learned about this a few weeks ago myself and it has been very useful! Keep reading to learn how to run this report. Read more
It’s time for some spring cleaning! The reports area of Dynamics is often left unorganized, making it a chore to locate particular reports. In this post, you’ll learn how to create a new report category, then a new system view to further organize your reports. Read more
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. Read more
When you need a filter that is similar to one you already have there is no need to create a new one. You can clone it, change it, and save as a new filter. 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. Read more
You can now add Microsoft Flow directly to a Microsoft Teams Channel. This allows you to create and manage flows and utilize a Microsoft Flow bot directly in Teams. To learn more, keep reading!
I recently stumbled upon a very cool feature in Excel that I had to share in a blog post. This feature allows you turn a cell with a country, city, or company name into a lookup field, where you can quickly and easily add other information to your worksheet. To see this in action, keep reading! Read more
Spring 2019 has replaced the Cloud Flow Designer with Flow Builder. If you want to continue using Cloud Flow Designer you can update what is used by default. I recommend familiarizing yourself with Flow Builder as it differs from the previous version. Read more
A quick and easy way to complete activities individually or in mass can be created by adding the Closed checkbox field to the Open Activities related list. The checklist will display on each activity in the list. When you check the box, the activity will automatically be marked as closed. The activity will then move into the Activity History related list. You can check one or more activities at a time. Read more
The Email Log files are a great way to monitor messages sent from Salesforce and when testing new templates. The log file will include the status of the email as well as date, UserID, recipient, and sender.
The file can retrieve up to the last 30 days of activity and will be available within 30 minutes of requesting it. It is delivered via email in .csv format and can span multiple files if there are large amounts of messages sent. Read more