Sunday, January 31, 2016 - How to Enable and Create Tags (Tags Part#1)

Tags are used to label records without creating additional views or custom fields to group records.

To enable tag settings, Go to setup -> search for tag settings on quick find search box.

Enable the check box for personal tags and public tags.  Tags are defined as:
  • Personal tags -> Only the owner user can access the tag.
  • Public tags -> All users in the org can access

While enabling the tags, you can select the layouts where you would like to see the “Add tags” option.

Once after Tags are enabled and customized, you will see the “Add Tags” option on the layout.  For example, while creating an account, you would see something like below on tag enablement on the layout.

Then click on Add tags and add personal/public tags as required.

Tip provided by Prahba Krishnamurthy - Tag Limits and How to Manage Tags (Tags Part #2)

Under Setup -> App Setup -> Tags, you will find the option to customize tag settings and cleanup unwanted and unused tags.

There is a limit on tag creation and when the limit is exhausted, you will have to cleanup tags to create new ones.  Keep the following mind when dealing with tags.

Tip provided by Prahba Krishnamurthy - Working with mini-forms

We all love the pop ups for SalesForce, I personally use the ones on the left (my recently viewed) to grab pertinent information, even copy some information for emails and such.

To edit those forms, go to the normal "edit layout" for the object in question (for instance, Contact in this example).  At the top, click "mini page layout":

On the next window, select those fields that you would like displayed when doing a "mouse over" a contact in other objects.

Once saved, you'll see the fields listed on the right when highlighting the contact name with your mouse.  This of course works with recently viewed, activity lists, calendar, etc.

What I like to do is highlight (when displayed), then do a "control-C" to copy that to my clipboard.

Monday, January 25, 2016

MSCRM: Product Order

Have you ever wondered how MSCRM orders or sorts the products on an opportunity or quote? There's a field called Sequence Number that is used to order the products appropriately and then that field is sorted in descending order from largest to smallest so that the last product added appears at the top.

MSCRM: Opportunity Associated View & the Potential Customer Field

A user recently informed me that even though they knew their contact had opportunities, those opportunities were not being shown in the Opportunity Associated View. This is a little perplexing at first because you can clearly see that the contact is on the opportunity yet that opportunity doesn't appear in the associated view. The reason for this is due to the Potential Customer field. This field can be an account or a contact and if it's set to be an account, the opportunity will not appear in the associated view. I would recommend using this field as the Contact and creating a new field to be the account. You can remove the option to choose an account by using a little JavaScript. Check out this previous blog post for additional info:

MSCRM: Fire On Change JavaScript Function

If you've ever set up JavaScript to work on your CRM forms, you may know that there are different events that can trigger the code to run. One of those is called the on change event for a field. It means that whenever that field is changed, the appropriate JavaScript function will run. The issue I run into is if the field is changed as a result of another script running on the page. If that's the case, you can use the fireonchange() function. It's very simple. Just put Xrm.Page.getAttribute(argument).fireOnChange() in your code when you want to trigger the other function to run. The argument is going to be the name of the field that uses the on change event.

ZOHO CRM - Easy way to Modify an Event - Drag and Drop!

Did you know that the calendar in Zoho CRM has a drag and drop interface?  Quickly move an appointment from one date and time to another using drag and drop!

Zoho CRM WORKFLOW Summary View

If you're a heavy user of the Workflow feature in Zoho CRM, you know how it can sometimes get confusing when you have to go back and review or update automation you've put in place.  Behold the Summary view feature for workflow!

To view a summary of the workflow set up for a module:

  • Setup -> Automation -> Workflow
  • Select a module
  • then click the summary icon to see a summary list of the rules in place, including the trigger, and the criteria.  Click the Expanded view icon to see the action detail.

ZOHO CRM - Easily find all your emails from Leads/Contacts

If you're using a POP3 Email integration with your Zoho CRM, ALL your email will be downloaded from your mail server and placed in the inbox folder.  You can quickly and easily view emails from Leads and Contacts two ways:

  • The little yellow envelope icon in the top Nav bar:
    • Simply click on the Yellow envelope icon.

  • Divert emails from Leads/Contacts into separate folder:
    • Click Setup->Personal Settings-> Email Setttings
    • Scroll down to Advanced Settings
    • Check the Consolidate all my emails... box
    • Choose Label or Folder and enter the name of the NEW label or folder
    • Click Save