2020 Update: Microsoft is still working on implementing an out-of-the-box solution for this as of February 2020. I’ve made a few wording updates to the steps below to make the steps a bit more clear.
Per this UserVoice post, Microsoft is working to make Group Calendars native to Microsoft Teams via the “Meetings”/Calendar view, but below you’ll find one potential workaround in the meantime. Please note that the below workaround may not work for users with On Premise mailboxes.
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Last week we discussed Ask Zia and how to chat with it to get quick answers when you need them. But did you know about Zoho Zia Voice? It’s like Ask Zia for your mobile phone. If you’re on the road often you know the importance of being available for your clients when you’re on the go. Zia Voice makes it easy to handle basic tasks for you! Read More
Have you ever utilized Ask Zia in your Zoho CRM? You’d be surprised at how easy it is to update records and access analytics using this AI function! In previous posts I’ve been shining a light on Zoho CRM’s Zia, including Data Enrichment, Sales Trend Analysis, Conversion and Closure Predictions, and Help with Templates. Today let’s take a look at how you can use Ask Zia as your very own personal AI assistant to manage your CRM activity!
If you’re using a multiple monitor setup, this may interest you. You can actually switch the default GoldMine behavior from using Tabs to using Windows. Anyone who used GoldMine back in the day will recognize this. It’s actually quite easy.
If you are doing anything in GoldMine with the Process Monitor, it’s probably showing up in the lower left-hand corner as a “hidden” item which you need to float your mouse over to view. You can change this behavior and make it into a tab. It’s actually quite easy and like most useful things in GoldMine, kind of hidden.
One of the best things about Goldmine is the Recently Viewed Record list on the left-hand side of the main window. However, this will only list five items by default. You can, however, increase this to 99. Here’s how:
Did you know that Zia in Zoho CRM could help write clean and concise Mail Merge Templates to engage your customers? If you’ve ever struggled to come up with the best formatting, language, and readability for your target audience you can use Zia to help you out. It’s similar to MS Word Editor, but better! Lets what it can do.
Below are examples of formulas that can be used as Formula Fields or in your processes. These formulas can help you automatically populate fields to help manage your Accounts and Contacts Read More
Below are examples of formulas that can be used as Formula Fields or in your processes. These formulas can be used on any Salesforce object that you want to calculate a commission (e.g., Cases, Opportunities, etc). Read More
Below are examples of formulas that can be used as Formula Fields or in your processes. Although the examples are for Case Management they can be edited for use with other objects and processes. Read More
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