It can be very helpful to know the reason for a loss in Zoho CRM deals. Zoho has made some important changes to how this information is captured. Read More
When setting up Salesforce or any CRM, it is important to think of how to ensure that you are capturing data consistently for filtering and/or reporting purposes. Salesforce state and country picklists will help you with this. Read More
The Salesforce home page is a useful way to see the most important views and dashboards when you first log in. Did you know that you can customize the home page for specific roles?
Salesforce validation rules allow you to set criteria when users perform and action. This is in ensuring data and process quality among your Salesforce users. Read More
When you set up a Zoho CRM workflow, you define the actions needed when the conditions of the workflow are met. You have a choice of actions including creating new records, sending email notifications, creating tasks, etc. Zoho has now added two new options – calls or meetings. Read More
Wouldn’t it be nice if you could associate emails in a contact record to a deal in Zoho CRM? Read on to learn how. Read More
Looking for the flow associated with your canvas app? You are not alone! Even after looking at the list of my flows in Power Automate, for every environment, I still was not able to locate it. After far too long, I finally found a link to it in the canvas app itself and want to spare others from the same fate. Read More
For this tip, I’m bringing back a post from last year about organizing reports. If your organization uses a high number of reports like many of our clients, I highly recommend taking the time to organize them into categories! There are a few out-of-the-box categories to choose from, but if that’s lacking, you can add your own if you are an administrator. Read More
With the rollout of Release Wave 2, you may have noticed that Microsoft has done away with the classic “Advanced Find” feature. I use this feature more than any other in Dynamics and prefer the classic view; I’m not ready to let go! We can still access it as of October 2022 if you know where to look, but it will be removed at some point.
