I cannot believe I’m writing an old tip from Gus “Niels Bohr” Gonzalez but it’s a suprisingly good one. When you create a phone call record in CRM, all information is right there, including who to call and what number to dial. Only one problem – CRM does not pop up reminders, that’s Outlook’s job. […]
Tip #605: Birthday reminders
I started using CRM for Outlook, and now I get notified when my contacts have birthdays. Why does CRM do that? First of all, CRM doesn’t do this. At least it’s not a direct feature. This is a great example of how CRM functionality can have indirect behavior due to the default actions of other […]