Today’s tip is from EY Kalman. Got a tip? Send it to jar@crmtipoftheday.com (and include either your Twitter handle or LinkedIn profile link for the eternal appreciation link). Late last night I decided to start playing around with entering the data fields directly into the entity first (the aim is to drive a Model App […]
Tip #371: Use your fingers
Here, at eXtremeCRM 2015 Madrid, my good friend Gustaf (not V) Westerlund and I had a privilege of delivering a session with a gloomy name Seven Deadly Sins of CRM Development. That’s right, doom and gloom, and Spießrutenlaufen, all over again. I will come back to the topic in the future but for now I […]
Tip #40: Forty and twelve
It’s been 40 [business] days since our first post. Is it a coincidence that Western Christians have been waiting and preparing for adventus for the exactly forty days ? May be. While Eastern Christians keep the bodies in check throughout 40 days of the Рождественский Пост, we’ve been feeding your minds a steady, healthy and […]
Tip #26: Self-service for CRM users
One of the most valuable input channels for CRM customizers and developers is direct feedback from the users. The problem is that average user is either too reluctant or too busy to spend time on feedback and that pretty much rules out third-party systems like getsatisfaction, uservoice, etc, however useful and clever they might be. […]
Tip #24: Use children to update running workflow
Running workflows always cache the definitions and are unaffected by any future definition changes. This behavior is by design, however, occasionally it’s desirable to have some of the steps to use the latest definitions, e.g. content of the email. Isolating these steps into a separate child workflow effectively allows users to modify properties of a […]
Tip #21: Don’t work too hard
To all our American friends, acquaintances, regular listeners and accidental visitors we wish Happy Thanksgiving. Don’t work too hard and remember to spend time with your loved ones. Our professional harvest this year includes formidable CRM 2013, let the next year see this game changer thriving and taking over the world. CRM Tipsters