Sometimes a contact works with more than one account and you are probably left struggling with how to make this work in Salesforce. Luckily you can set up contacts with multiple accounts in Salesforce. Read More
When you have a list of records to update in Salesforce, it can be cumbersome to keep navigating back and forth between the list and the record. It would be much easier if you would work with both at the same time. Split view in Salesforce Lightening will help you do this! Read More
While Pipedrive’s customization options are fairly limited, you can edit list columns and the order in which they appear. There is also a setting that automatically saves the columns and column order with the filter you’re using for future reference. Read More
Did you know that you can mark filters and owners as “favorites” to navigate filters easier? It’s an easy but powerful tip–especially if your organization has a lot of filters to choose from. Read More
Filters are a great way to determine your work priorities–especially in the sales world. Pipedrive can show you which people haven’t been contacted recently, which deals are stagnate, and more. This post will walk you through creating a new private or shared filter in Pipedrive. Read More
Very recently, Microsoft retired the regional discovery service . This broke my connection to all of my custom SSRS reports in Visual Studio–I started getting authentication errors for each report. What a pain! So, if you start getting authentication errors in Visual Studio, but you know the credentials are correct, try this. (Kudos to Kelsey @ The Marks Group for this fix) Read More
There is an area for personalization options in Dynamics 365 that gets often overlooked, so we’ll be reviewing a few of those options in this tip. Below, you’ll find instructions to update your personal time zone and change your default work hours. Work hours are used for activities and the activity calendar.
There are many reasons why you may not need a Team anymore, like internal restructuring, dropping a client, or the conclusion of a project. Instead of deleting the team and losing all of that information, you can archive the team instead. This is helpful if there’s a chance you’ll need to have that team “active” again or if you want to keep it around for future reference. However, you don’t archive the team from the Teams app–instead, you’ll need to head to the Teams Admin Center. Note that you’ll need to be a Teams administrator to do this.
An auto number field in Zoho CRM can be a really convenient way to be able to reference your records. They can become account numbers among other things. Learn more here about how to use them. Read More
You can now create a Zoho CRM workflow that will create a new record. This is just another way that you can automate your processes and leave less to have your users do. Read More
