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Is there any CRM question that Adam “I bought the truckstop” Vero does not know the answer to? Apparently not. Another mini truck stop date with Adam. When Mitch “Only in Texas” Milam asked for a potion: Anyone have any magic for adding a Contact to multiple marketing lists at once? The Add to Marketing […]
Tip #392: SLAs for dummies, Part 3: FAQ
¡Yo, amigos! Our semi-permanent resident by now Pablo “CRMGamified” Peralta wraps up SLA thingabob he started in la primera parte and continued in la segunda parte. ¿How do we set our Business Hours? We can set our business schedule at Configuration > Service Management > Customer Service Schedule. Once there, click on “+New”, select your […]
Tip #391: Mandatory fields in dialogs
Mini truck stop. Straight after visiting the CRM facebook group. Ankit Shah: CRM 2013 SP1 – is there a way that we can set the dialogue fields as required? Joel Lindström: Not exactly, but you can trick it with conditional logic. Have a check condition that checks if the field is populated, and if it […]
Tip #390: SLAs for dummies, Part 2: SLA
¡Hola, amigos! Our good friend Pablo “CRMGamified” Peralta continues about all SLA things he started in la primera parte. ¿How is the SLA applied? We will see an “SLA Details” section where we can set SLA Items, each of their conditions, associated KPIs, and Alert or Failure actions to take whether set service levels are […]
Tip #384: Billable emails
Would you like to make your emails billable? Of course, you would. Add the field(s) dealing with the billing information and you’re all set, right? Not so fast. The problem is that tracked emails “arrive” into CRM as activities already closed so editing won’t be possible. Enter the realm of Adam “I’ll leave nuggets everywhere […]
Tip #380: Sort the chart by aggregate
Another mini truck stop. It seems that Adam “I bought the truckstop” Vero has become a regular despite his tendency of giving the answer first, asking the question later. Our own Joel “Pretend I know nothing” Lindström asks: Scenario: You have a chart of number of opportunities by opp type. How do you sort/order by […]
Tip #377: Case for a rollup field
¡Hola, amigos! Like if we did not have enough of Spanish at the eXtremeCRM Madrid 2015, we have Pablo “CRMGamified” Peralta in da houz with another spicy tip! How to setup the new rollup fields to count the number of cases associated with a contract line Hello, In this article I will explain step by […]
Tip #375: Rolling in cash
Mini truck stop. Finally, something exciting to discuss – money! Today’s Roles The Self-Healer: Jerry “I’m still in Kansas” Weinstock For The Affirmative: Mitch “Snapshot” Milam The problem, by Jerry I have two rollup fields on a form – one for decimal and the other for currency – both pulling from the same child entity. […]
Tip #357: Multiple entity search in Outlook
¡Ay, caramba! Do we have a guest or what! Pablo “CRMGamified” Peralta takes the stage today with his awesome tip translated from the fuente española Looking for ways to have the Search options always visible in Outlook as it happens in web interface, I found a way that while is far from ideal, is close […]
Tip #355: Retrieve only metadata you need
Le jeu. 26 févr. 2015 à 17:08, Tanguy “XRM Toolbox Wizard” Touzard a écrit : Are Metadata Query Expressions faster that using RetrieveEntityRequest? I mean, you can retrieve less data but the query might be more complicated than just a RetrieveEntity. Few people responded and some even took a stab at it guessing that it’ll […]