Maybe I’m the odd duck here, but up until recently I ignored the “Conditional Formatting” options in Excel. Boy, was I missing out! Conditional formatting is great, and Excel actually offers some really helpful options. Below, we will walk through highlighting blank cells in Excel, but I encourage you to check out the other possibilities as well.
Did you know you can change the sorting order of activities in the Social Pane? Check out this tip from the archives to learn more.
Microsoft is updating the “Customize the System” area in Dynamics, and you can try it out right now. It looks like some features are missing from the new area (such as the “Show dependencies” button in any field window), but many features are available. Keep reading to learn more! Read More
Dynamics has a new look and feel in the new unified user interface Microsoft delivered last year. Over the next few releases, we’ll see a ton of new features and added functionality to the “hubs” (Sales Hub, Service Hub, Customer Service Hub, etc). I’ll be covering those features as we learn more, but until then, here’s a quick tip to set your default/landing page and tab in the new UUI. Read More
One of the greatest things about the Zoho One business suite is that you can customize all of their applications to meet your production needs. While these programs are highly customizable, there is still a limitation on the applications in the suite… so what if your business needs something else? Unique businesses deserve unique platforms for all of their professional requirements. Enter Zoho Creator.
You can merge a document template for a single object (e.g., Account, Contact, Lead, etc.) or you can perform a mass mail merge using records from a view. Accounts, contacts, leads, cases, opportunities, and custom objects are supported. If the custom object has a master-detail relationship with opportunities, the primary contact for the opportunity is selected by default. Read More
After you have created a Merge Template in Word with the proper merge fields, it will need to be uploaded to Salesforce. Administrators and users with the “Manage Public Templates” permission can upload completed Microsoft Word mail merge templates to Salesforce to make them available for use. Read More
When you send the same correspondence to customers in an ongoing basis, Merge Templates can be of great assistance. Create a merge document in Word 2007 or higher and upload it to Salesforce. When merged, data will populate the fields you have included in the template and send the full merged document to the user via email. The user can then print it out. Read More
One of the questions we get most often at Marks Group Live is “what is the difference between the campaigns module in Zoho CRM and the Campaigns platform on Zoho One?”. This is a very good question, and one I’m going to review today. In short, both programs have the capability of sending out mass emails to your client base… so why two different programs?
Text messages can be sent to any phone number located in the Phone1, Phone2 and Phone3 fields. The Extension fields for each will be used to store the phone’s server provider. Read More
