This one’s a bit of another oldie (blast from the past), but it’s a good one. We all know that Reports and Dashboard tabs are great one-stop shopping spots for data. But users don’t have to go there every time they need to know something. You can set it up so people can see a report chart right on the page where they’re working. For example, when updating an opportunity, they can see a chart that’s filtered to show the latest data about the account that opportunity is associated with, without leaving the Opportunity detail page. Read More
Notice how if you look at the Feeds module you basically see your own activity. You can “follow” specific records, and you will then see any activity related to those followed records as well. What if you just want to see ALL activity in feeds? That’s where auto-follow rules come into play.
In Zoho Campaigns, when emails to a contact experience 3 soft bounces or one hard bounce, they get removed from your contact list. So how can you find out who’s bouncing without searching through all the email campaigns or the sync reports? Easy! You can export the list of bounced contacts! Here’s how: Read More
When you start using the new Zoho CRM template editor, one thing you might find puzzling is how to add a user signature to a template. With the current editor, it’s simply a checkbox. In the new editor it’s considered a “Merge Field“.
Ever wanted to schedule a Conference Room or Service Truck on the Calendar in GoldMine? Simply create a new user. GoldMine allows you to create a infinite number of users, so this doesn’t affect licensing.
- From the top-level menu in GoldMine, select Tools | Users Settings. (You must have MASTER rights to do this)
- Click the “New” button to get started.
- Give the username a simple, descriptive value (i.e. TRUCK1 or CONF5) .
- Make sure to make a password for this account, otherwise anyone would be able to login with it.
- Ok your way out.
Now, when viewing the calendar, you can schedule TRUCK1 or CONF5 as a user. This will prevent double-booking of the same resource.
Did you know that you can change the time increment on the graphical calendar? Think of it as changing the calendar resolution. That way, when you click-drag items onto the calendar, you have more control over the duration. This can be especially useful for those who are scheduling a lot of Phone Calls.
- From the Goldmine top-level menu, select Tools | Options | Calendar.
- Change the “Increment Time By” setting to your desired interval.
I typically see this set to 15 or 30 minutes. Have fun!
Did you know that you can set GoldMine to auto-alarm on a per-activity-type basis? This has actually always been available, but “back in the day” we had to edit an INI file to get this working.
Now it’s much easier;
- From the GoldMine top level menu, select Tools | Options | Alarms | More Options.
- Simply check the box each to next Activity Type you’d like to have automatically alarmed.
Pro Tip : Don’t give in to the desire to alarm EVERYTHING. Alarming everything just makes alarms useless.
You may have noticed in Conversations–Microsoft Teams actually has quite a robust chat feature. Any time you see the chat bar, a number of customization options are available: Read More
One little-discussed feature of Microsoft Teams is the Search bar. It is accessible from all 5 navigation areas (Activity, Chat, Teams, Meetings, & Files), and is actually quite handy! Microsoft Teams stores all of your organization’s history indefinitely in the cloud, so you’ll be able to refer back to links, files, conversations, etc. Read More
We had a great question come in a bit ago asking about how you could send a message to multiple teams or channels at once. I briefly touched on this on a previous post but wanted to explain a bit more thoroughly. You can send an email to multiple Channel email addresses, and it will appear in that Channel’s conversation tab. This is a great way to send blast messages out because you can send messages to multiple Teams’ channels. Read More
