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Recent posts by our CRM Experts
Nov 20

Zoho CRM Templates and Cloning Capabilities

By CRM, Zoho, Zoho CRM No Comments

Cloning Zoho CRM templatesIt used to be that in order to clone Zoho CRM templates, you had to use the good-ole copy and paste, but no more!  With recent updates to the ever-evolving and improving Zoho CRM, cloning Zoho CRM templates is now just a single click and a fairly simple process. In our latest post, we go over the steps to show you how you can easily clone a template in Zoho CRM in just a matter of seconds.

Cloning templates in Zoho

Cloning templates in Zoho CRM can be done is just three simple steps, as shown below:

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Nov 05

GoldMine : Turning Rich Text Off

By GoldMine CRM No Comments

Sometimes Rich Text can interfere with reporting or some older systems. To turn OFF all Rich Text in GoldMine:

1. Select Tools | Configure | System Settings | Display.
2. Select “Plain Text” at the bottom.
3. Ok your way out.

This will turn off Rich Text for all users, so be careful! But for those who experience problems with it, this can be a real life saver.

Nov 05

GoldMine : Using the Notes Tab Properly

By GoldMine CRM No Comments

The perennial love/hate part of GoldMine: The Notes Tab. So let’s get the easy part out of the way.

To add a note, simply go to Notes tab. Click “Add Note”. Type in your Note. How can you say no to that? What easier way to record an Appointment or Call than this?

DON’T DO IT.

Notes ARE the place to store:
1. Driving directions.
2. Shipping instructions.
3. Login information for a website.

They are NOT the place for History. This is because
1. Notes are not easily Searchable.
2. Notes are not easily Reportable.
3. If you keep notes for years, it can make your entire GoldMine system slow. We’re dealing with a client now who is experiencing this very same issue. Ten years of recording phone calls in Notes, and GoldMine takes FOREVER to start. I mean, like minutes.

So be safe and use Notes responsibly!

Nov 05

GoldMine : Modifying your Toolbar

By GoldMine CRM No Comments

This is something that I rarely see done, but it’s an awesome time saver: changing the default buttons on your toolbar. You can actually add any item from the GoldMine menu onto your toolbar. It’s easy!

1. Find and click on the “little down arrow” that is on the far right edge of your toolbar.
2. Select Add or Remove Buttons | Customize | Commands.
3. From the “Customize” window, the idea is to click-drag the desired menuitem from the list up onto the toolbar. You’ll see that you can place the menuitem anywhere on the bar.
4. To delete an item, simply click-drag it off of the toolbar. It’s just that easy.

You’ll be surprised at how much more effective this can make you in GoldMine. You should really give this a try!

Nov 02

Scheduling Business Hours and Creating Shifts in Zoho

By Zoho, Zoho CRM No Comments

With Zoho, scheduling shift hours is simpleWith Zoho, scheduling customized business hours and allowing users to specify different hours for each day has never been easier with its new feature update.  You can even create shift hours in specific time zones and assign to specific users.  Here’s how:

  1. Setup->General->Company Details
  2. Select “Business Hours” in the horizontal navigation menu towards the top to open the Business Hours Definition screen
  3. Click “Custom Hours” and set your hours
  4. Click “Save”

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Oct 31

Office 365: Display Outlook Messages as Conversations

By Microsoft Office 365 No Comments

My preferred way to use Outlook is to display emails linked by a reply as a conversation, instead of separate emails entirely.  There are certainly reasons to keep them separate–no judgement here! However, I do find that it’s much easier to reference prior related emails when they’re grouped as Conversations. It’s super easy to enable or disable this option, so try it both ways and see what you prefer! Read More

Oct 31

Office 365: Take Private Notes in Microsoft Teams

By Microsoft Office 365 2 Comments

Over the summer, Microsoft added a feature that makes it so easy to take private notes in the OneNote or Wiki applications within Teams.  I think this is really great feature, because there are tons of collaboration options within Teams and ways to share information, but there are just as many times in the “real world” where I want to take notes for my own purposes. Keep reading to find out how to take private notes in Teams! Read More

Oct 31

Dynamics 365: Lookup Field Filtering

By Microsoft Dynamics CRM 2 Comments

Did you know that you can filter the results on Lookup fields in Dynamics? For example, by default, a lookup to the Contact entity will show every active contact in Dynamics, but we can change that so it only displays a selection of contacts based on another field.  This is an often overlooked feature that can provide a more simple user experience with just a few clicks!  In the example provided below, we will filter the “Contact” lookup field on the Opportunity record so it only displays contacts related to the Account that we specify on the Opportunity.
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Oct 31

Dynamics 365: Quick View Forms

By Microsoft Dynamics CRM No Comments

Dynamics 365 makes it easy to reference information from other entities on a given form using Quick View forms.  For example, you can show a contact’s job title, phone number, and email address on an Opportunity.  Or, maybe you want to show some specific account information (account number, address, etc) from an associated contact’s record.  Adding Quick View forms is quite easy and incredibly useful–keep reading for more information! Read More

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