Tip #1298: Quickest way to filter views and forms in an app

Two hands holding a variety of colorful vegetables

Today’s tip from Linda Connolly – thanks! You can send your tip to jar@crmtipoftheday.com too! I spotted this one when doing some work earlier in the week.  If you’re building a business unit specific solution for a customer and want to quickly and easily only show them the views/forms designed for them, add the Site […]

Tip #1192: Quick Create for custom entities in Unified Interface

A cheetah uses a termite mound to get a good vantage point to look for the next meal. Masai Mara, Kenya.

Remember the problems with viewing custom activity in Timeline? The unified monster Do I need to sell my left or my right kidney to make the feature X work in Unified Interface? is back. This time, Quick Create was not showing up for custom entities neither for me nor for Guido “Future Olive Farmer” Preite. […]

Tip #1131: Add some vector finesse to your Unified Interface App

Calligraphy

We want our users to have confidence in the apps that we create and shove down their deploy. That’s not an easy task according to Steve “Mr SMB” Mordue who asks “How do we display our icon here, instead of puzzle piece in custom app? Puzzle Pieces do not instil confidence.” “That looks like a […]