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Recent posts by our CRM Experts
Mar 02

GoldMine : Remove Duplicate and Unused Toolbar Items

By GoldMine CRM, Uncategorized No Comments

One of the most useful things you’ll do with GoldMine is remove parts of it from being in your way. Let’s start with the Toolbar.

1. Activate edit mode by clicking on the “little down arrow” all the way on the right of the toolbar. Then “Add or Remove Buttons”, then “Customize”.

2. Go to the “Commands” tab. What you see here is literally every item from the GoldMine top-level menu. To add an item to the Toolbar, click-drag the item from the right-hand side of the Commands window into the toolbar.

3. When you are in this mode, you can also re-arrange the Toolbar items with a click drag. Removing an item is done by click-dragging it off of the Toolbar.

Pro-tip: For those of you who love to micro-manage your GoldMine interface, right-click on any Toolbar button to bring up all kinds of options:

Feb 25

Dynamics 365 – Missing “My Apps” from the Settings Menu?

By Microsoft Dynamics CRM No Comments

If you’re missing the “My Apps” navigation item from the Settings menu, you’re not alone!  Only a handful of clients have had this menu item available by default.  You’ll want to access the “My Apps” page to set security roles for all unified interface apps.  It’s also a great place to identify web apps vs unified interface apps.  Keep reading to learn how to add this manually.

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Feb 24

Using Data Loader to Update Records

By CRM, Salesforce CRM No Comments

There will be times you will need to do a mass update of records that cannot be easily done via the Salesforce Object Manager.  The Data Loader will provide a way to export the Salesforce records you want to change and then update them based on the record id.  This method will work on most Salesforce standard and custom objects. Read More

Feb 24

Using Data Loader to Export Records

By CRM, Salesforce CRM No Comments

There will be times you will need to export raw data or do a mass update of records that cannot be easily done via the Salesforce Object Manager or Report export.  The Data Loader provides a way to export Salesforce records using a filter and the ability to specify the field data the export returns.  This method will work on most Salesforce standard and custom objects. Read More

Feb 17

Why Should I Automate My Zoho Templates?

By CRM, Zoho, Zoho CRM No Comments
You know how to create beautiful Zoho email templates, and you send them out to your clients as needed. But did you know you can automate emails using your templates? This is a great feature to take advantage of – you won’t have to remember to send out those crucial emails, and it will save you even more time than manually sending each email! 

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Feb 14

Keeping Your Business More Organized in 2020 with Zoho One

By CRM, Zoho, Zoho CRM, Zoho Tips No Comments

Zoho business suiteIt’s the middle of February already, and with each passing day we are reminded of all of those New Year’s resolutions that we have to get started on (or have already abandoned)! The post holiday winter season can seem long and dull, especially after the craziness of December and January. Personally, I think that February is a great time to implement some new organizational tools into your company to shake things up. 

We often find that our small business clients don’t use the Zoho business suite to its fullest potential, so today we thought that we could highlight some of the Zoho apps that can help you manage projects and contacts, and easily integrate your email into your CRM. This may not be a shock to hear, but keeping your business organized can aid in improving client relations, create efficiency in your day-to-day workflow, help you easily track your businesses progress, and maybe even give you some time in your personal life to get cracking on those other goals you hoped to get to by the end of 2020. Who knew Zoho One could improve your small business and personal life?

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Feb 12

What are Zoho Templates, and Why Should I Use Them? 

By CRM, Zoho, Zoho CRM No Comments

Zoho CRM allows you to create templates that help you streamline your processes and use consistent branding both within and outside of your company. Zoho templates are simply forms that you use over and over again, such as thanking a customer for their inquiry, or creating an invoice. They are designed to pre-populate specified information from a record in a consistent format. You can create Email, Inventory and Mail Merge Templates.  Templates save you tons of time – with a few clicks you can send out an email or form without having to type it up every time! 

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