One way to automate your business processes is with Workflow Rules. If you schedule tasks after another task is completed or scheduled, rules are the way to go! Workflows let you trigger on both Events and Tasks. If the criteria for the trigger is met, an action takes place. Read More
One way to automate your business processes is with Workflow Rules. If you schedule tasks from field data updates, rules are the way to go! Workflows let you trigger on almost any Salesforce Object. If the criteria for the trigger is met, an action takes place. One of the available actions is to schedule a task. Read More
One way to automate your business processes is with Workflow Rules. If you send Email Templates from field data updates, rules are the way to go! Workflows let you trigger on almost any Salesforce Object. If the criteria for the trigger is met, an action takes place. Read More
We all need ways to interact with our clients, should it be via a website, client portal, email, and phone. Having a form integrated with your website is an optimal way to generate new leads and keep your existing customers engaged. With so many options out there it can be overwhelming, especially where cost is a concern! Zoho Forms is a great app and comes included with Zoho One. But what if you only have CRM and don’t want to purchase Forms on top of that? Fortunately, our friends at Zoho thought about that and Zoho CRM webforms let you build webforms inside Zoho and made it seamless to funnel that information right into your records! Read More
Though it may have taken some getting used to, it’s hard to deny that the Dynamics 365 unified interface is a massive improvement over the classic interface. Granted, there is still lots of room for improvement, and there are still some kinks and bugs that need to be worked out, but the new experience is overall a better one. However–if you have any filtered lookup fields on your forms, you may have noticed that by default, it shows a short list of “recent records” instead of filtered records! There are two ways to fix this. Keep reading to learn more!
Good news, folks! The search function in Microsoft Teams has never been easier. You can now navigate to any chat or channel, and press Ctrl+F (Windows users) or Cmd+F (Mac users). You’ll notice the global search bar at the top change slightly: Read More
I won’t lie, it’s been a few months since I’ve had to upgrade an installed solution (Project Service Automation, Field Service, etc.). Imagine my surprise when I attempted to access the old admin center, only to find that everything had moved over to the redesigned interface! In my opinion, the list of solutions is not in an intuitive place and took me some Googling to find. If you find yourself in the same place, keep reading to learn where the solution list is and how to upgrade an installed solution.
If you use Outlook as your email client, you want to integrate it with your Zoho CRM. There are many benefits to enabling the integration – you can sync your contacts, calendar and tasks. You will have a record of emails with your clients in CRM; and you can create contacts, leads, and initiate deals directly from your inbox. All these benefits can be set up in just a few steps! Read More