Let’s get right to the CRM news of the last week of February.PowerObjects gave a quick tutorial on Creating Monthly Goals in Bulk via Importing. Goals can be a great feature but there is no way to copy a goal. So to overcome this you can import your goals to create a large number at … Continue reading February 27 Blog Review
Tag: Goals
January 23 Blog Review
Let’s take a quick look at the CRM news that came out this week.PowerObjects gave a few quick tutorials to help with CRM 2013. First check out, What to do when: The ‘Set As Default’ button for Dashboards Disappears in CRM. This talks about how to resolve an issue that occurs when your Homepage is … Continue reading January 23 Blog Review
January 16 Blog Review
It has been a very busy week for me because I have been finalizing the CRMUG DC Chapter Meeting. This is going to be a great year for the DC Chapter so all of you should plan to attend!Now let’s take a look at what was going on in the world of CRM this week.PowerObjects … Continue reading January 16 Blog Review
August 8 Blog Review
Two weeks to review this week. Let’s take a quick look at the tips and tricks that have been floating around about CRM.PowerObjects posted a great tip to help you tell the difference between your DEV and LIVE environments. Check out How-to: Change the Default Blue Color in CRM.CRM Tip of the Day had several … Continue reading August 8 Blog Review
July 18 Blog Review
Let’s jump right in to the CRM news for this week!Hitachi Solutions presented an innovated way to keep users up to date with Sending Text Message Alerts from CRM 2013. This explains how to use regular CRM email to send texts to your users. Use this to notify them of alerts, things that require their … Continue reading July 18 Blog Review