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GoldMine : Quick Search

By GoldMine CRM No Comments

This is one of the best kept secrets in GoldMine. Did you know you can easily start searching on a field by simply double-clicking the field label? Not the actual field value, the field name. For example, double-clicking on the Contact field label will throw you into the search center, ready to search for a Contact. Same thing for every other field on the GoldMine contact record. Really, any field. I find this much more useful than trying to find the appropriate field in the Search Center drop down.

Try it, and have fun!

GoldMine : Using Recently Used Contacts

By GoldMine CRM No Comments

One of the best things about GoldMine is the list of Recently Viewed Contacts on the left hand side of the interface. But out of the box, it only lists a handful of contacts. You can increase this number up to 99 in your Options:

  1. Go to Tools | Options.
  2. Go to the System Tab.
  3. Increase the number of Recent Items Shown (up to 99).
  4. Ok your way out.

I find this very useful at the end of the week to see easily who I’ve been speaking with. Try it and have fun!

Emails – Quick Drag and Drop

By CRM, Salesforce CRM No Comments

A nice feature that’s been added to Lightning Edition for Summer ’18 is the ability to quickly drag and drop attachments to emails in Salesforce.  It’s a quick tip but a really nice one and not something that is clearly evident unless you’ve done your research into all the release notes or done it by accident to be honest. Read More

Office 365: Use the Help Box to Find What you Need

By Microsoft Office 365 No Comments

Microsoft implemented an interactive and contextual search box in many of its applications some time ago. This feature is often overlooked, but can be a huge help in Office 365 applications like Word and Excel, among others.  It actually gives you real menu options as answers! This is far superior to the old “help” button/window where it just searched Bing. Read More

Office 365: Use INDEX MATCH instead of VLOOKUP

By Microsoft Office 365 No Comments

I recently completed a massive project involving data normalization, and this is the second of two tips that really helped me throughout the process.  You may be familiar with VLOOKUP, a function in Excel that allows you to, well, look up values from a separate table. There are some constraints with it, though, for example, you must name a single number to indicate the column that will be returning values.  INDEX MATCH combines two functions in Excel and allows you to actually select the column you want to return values from manually with your mouse. To use INDEX MATCH, keep reading! Read More

Office 365: Deduplicate a List of Values in Excel

By Microsoft Office 365 No Comments

I recently completed a massive project involving data normalization, and this is one of two tips that really helped me throughout the process.  For this particular task, removing duplicates was helpful for a sub-import of new accounts (and finding the unique accounts in a list of 140,000 records!) as well as determining the “status reason” values that were being used in this massive file.  If you need to normalize or massage data, or just need to evaluate a list of values without duplicates, keep on reading! Read More

Dynamics 365: Customize Subgrid Header Colors

By Microsoft Dynamics CRM 3 Comments

Another new feature in Dynamics version 9 is the ability to assign a color to the header of a Subgrid. This adds a clean, professional touch to your forms and looks great.  You can even go as far as to match the Subgrid color with the same color that is assigned to the entity! To learn how to add a splash of color to your forms, keep reading.
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Dynamics 365: Enable Text Wrapping for Field Labels and Values

By Microsoft Dynamics CRM No Comments

This month, we’re taking a look at some of the exciting new features that Dynamics 365 Version 9 has to offer.  We now have the option to wrap text for field labels and values when they exceed the shown character limit.  This used to be a huge pain—you either had to position the field labels on top of the values, expand the field label character limit, or shorten your field label to fully display lengthier labels. No longer!  To enable text wrapping for your field labels and values, keep reading.  Read More

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