GoldMine : Modify your Toolbar Blog Post
Did you know that you can add simple GoldMine menu items to the top-level toolbar? This is done on a per-user basis, so each user can have their own “favorite”…
GoldMine : Viewing your History Blog Post
Such a simple question, isn’t it? How can you look at just YOUR historical items without running a report or going from record to record to record? Easy, it’s all…
ZOHO CRM – Get your GAME on! Blog Post
With the new 2016 CRM release comes GAMESCOPE! Gamescope will motivate your employees to work harder and have fun doing it! Anyone can set up a game with one or…
ZOHO CRM – Add margins to a template Blog Post
Zoho’s inventory templates look fine when viewing online, but if someone wanted to print them, they don’t have much of a margin around them. Here’s a quick trick to…
ZOHO CRM – UNDO – the magic bullet! Blog Post
Ever do something in your Zoho Account and wish you could just ‘Undo’ it? You can! Just use your browser’s ctl-Z to undo and ctl-Y to redo. (command for mac).
ZOHO CRM 2016 – Where are all my Custom Buttons? Blog Post
Custom buttons got a little bit of a make-over in the 2016 version, and this is the case whether you have switched to the new version or not… BEFORE, each…
MSCRM – Online 2016 Update 1 Features (Part 3) Blog Post
I stumbled across the address autocomplete feature in one of my most recent CRM Online trials. When I set up the trial I was able to choose some of the…
MSCRM – Online 2016 Update 1 Features (Part 2) Blog Post
The second feature that I wanted to highlight was the addition of self-service portals for non-CRM users. Portals allow your customers to view CRM data, submit support requests, interact on…
MSCRM – Online 2016 Update 1 Features (Part 1) Blog Post
The first feature I’m going to review is the ability to create and restore backups on your own. Previously you would have had to involve Microsoft to obtain a backup…
ZOHO CRM 2016 – Change is good! Blog Post
Have you had the courage yet to try Zoho CRM 2016? It can be disorienting sometimes getting used to a new user interface, especially if you’ve been using the application…
