Skip to main content

GoldMine : Turning on Auto-Fill

By GoldMine CRM No Comments

Did you know that fields can be set up to auto-fill when a user starts to type in the field?

1. Go to the field you want to have auto filled.

2. Click on the arrow at the end of the field box to give you the pop-up box with the drop
down list.

3. Click on Setup.

4. Check the box next to Auto Fill and click Okay.

5. Anytime anyone starts to type in that field it will automatically fill the field from the list.

Microsoft Teams – Create and Manage Tabs

By Software 41 Comments

Ok–we’ve learned how to create and manage Teams, then Channels within those teams. Let’s explore Tabs, the smallest (and most specific) “container” available to us in Microsoft Teams. The FAQ has a nice overview of Tabs, which can be viewed by going to Chat -> T-Bot -> FAQ tab. Read More

Microsoft Teams – Create and Manage Channels

By Software 6 Comments

In another blog post this month, we talked about how to create and manage Teams within Microsoft Teams. After you’ve created a team, you’ll probably want to populate it with content! In this post, we’ll walk through how to add and manage Channels. The FAQ has a great primer on Channels — check out this post to learn where to find it. Channels are the biggest “containers” within a Team and contain content and conversations pertaining to some theme. A Team can have many Channels, but a Channel only relates to a single Team. Read More

Microsoft Teams – Create and Manage a Team

By Software One Comment

So, in Microsoft Teams, what exactly is a Team? In this month’s post, I’ll review this and demonstrate how to create and populate a new Team.
Warning: the word “team” might start to look a little funny by the end of this article.

Teams are the largest “container” in MS Teams. You’ll use them to group together people based on a common project, organization, work area, etc. Read More

ZOHO CRM – First two steps to troubleshoot strange behaviour

By CRM, Zoho CRM No Comments
When you observe really strange behaviour in your Zoho Account, there are two things you should do before you spin your wheels too much trying to figure out what’s happening….
  1. Clear the Cache in your browser (if your browser is not listed below, simply search ‘clear cache in “Name of your browser”‘ for instructions)
  2. Check to see if it is a system wide issue, or something more localized to your account, by using the DownDetector website.  Click Here

ZOHO CRM – Show/Hide Fields on form

By CRM, Zoho, Zoho CRM No Comments

In Zoho CRM, you can now establish “Layout Rules” that will show or hide fields and/or sections and/or make fields mandatory based on criteria!  This will go a long way towards managing your module forms and making them easier for your users to use!

For example, let’s say you sell two “Types” of Services.  Based on the type of service you sell, you need to collect a different set of information for your Deal record.

Read More

GoldMine : Dealing with the Process Monitor

By GoldMine CRM

The GoldMine Process Monitor. Love it, hate it; either way we must all deal with it. It shows, for instance, automatic e-mail retrieval history, global update and deletion logs; it is the essential window into troubleshooting the GoldMine universe.

But why is it set to auto-hide itself by default? Untouched, the Process Monitor will hide itself along the bottom edge of your GoldMine. To view it, the idea is to float your mouse cursor over the top edge and it appears like magic.

Read More

Skip to content