The Highlights Panel in Salesforce Lightning is a great way to quickly see useful information about the record without having to dig deeper. There are limitations to the panel as you can only add 5 fields plus the record name (e.g., Account, Contact, etc.). Read More
The Highlights Panel in Salesforce Lightning is a great way to quickly see useful information about the record without having to dig deeper. There are limitations to the panel as you can only add 5 fields plus the record name (e.g., Account, Contact, etc.). There is also a limitation that Text Area fields cannot be used to display in the panel nor can they be used in a formula. Read More
Scheduled Events can display up to 4 fields on the Calendar. Sometimes this is not enough to truly identify the event without opening it for more information. If you have customized your Event records you may have Types and Sub Types or track location. Read More
When you open Zoho CRM every day you are taken by default to your Home screen. This is your daily dashboard, and it should have all the information you need to know to start your day. Zoho has pre-built a home screen for you, but what if the information you see isn’t useful? Good news – it’s easy to personalize to meet your needs! You can easily add components and re-order where each component is located. If your administrator has created a custom home screen for you, you can also toggle back and forth between these screens when needed. Read More
Zoho CRM Analytics is a powerful way for you view and analyze your data in custom views to meet your business needs. Analytics components are created in custom Dashboards and can also be added to your Home screen, giving you an overview of what matters most to you in just one glance. Let’s explore how to make Analytics work for you! Read More
Every module in Zoho CRM allows you to create custom views to filter for the information that you need, and several come pre-built. But did you know you can create custom views so you can easily see information that you frequently filter for? This way you can perform those same searches with just two clicks! Read More
Sometimes you need to open more information or a custom report from a page layout. Placing a button on the page is a great way to open a Visualforce page with information about the open record. Read More
