Wouldn’t it be nice if all the emails sent from your company had a consistent look and feel? This will help you project a professional and organized image. Here we will show you how to create aSalesforce email letterhead that you can roll out to your team. Read More
Scoring rules in Zoho CRM can help you prioritize which records you work on. Until recently Zoho only allowed for one set of scoring rules. This was a challenge for companies who manage multiple business lines or businesses. Luckily Zoho has now introduced the ability to have multiple scoring rules. Read More
The Dynamics tips for this month will be focusing on dashboards. In my experience, dashboards are under-utilized and are great for both administrators and standard users! This post will walk through resizing individual dashboard components–for example, making a chart the entire width of the dashboard screen. Read More
Though most have already made the transition, any organizations not yet using the new unified interface will be forced to do so shortly. After the transition, you’ll be able to access the “legacy” application, named “Custom – Dynamics 365” by default. When opened, the app will look like the new interface, but you’ll see an error message banner at the top of the screen warning that it’s a legacy app, and some features may not be supported.
This can be incredibly confusing for users since the look and feel is that of the new interface! There are two ways to hide the “legacy” application. Read More
Did you know that keyboard shortcuts can work within Pipedrive? As a Windows user, I am frequently using the ctrl+n shortcut to create a new note in OneNote. Imagine my surprise when I had Pipedrive open and used the same shortcut, only to find a hidden function within Pipedrive! Read More