Tip #1353: Rename entity form

Blank greeting card inviting person to write their name in

Remember our entity creation guide? Surprisingly it did withstand the test of time. But I’d like to make a small addition. When you done creating the fields, do yourself a favor and rename the main and quick create forms. Don’t care what the new name is as long as it’s NOT Information. Why? Because when […]

Tip #279: Don’t reuse AD accounts

Rename user in CRM

Jon Lagavulin has left and Jim Laphroaig has joined the company. Same role, same position, even the same salary. In fact, Jim is supposed to take over all the leads, customers and opportunities left behind by Jim. It’s very tempting to rename Jon’s account in Active Directory – select the user object, press F2, type […]