Tips & Tricks
ACT!
How are you using
your ID Status Field?
Did you know that you can use the ID Status
Field to categorize contacts? Most people aren't using this field at all
or have so many options that its cumbersome. If you limit the list to
six items (such as: Client, Prospect, Vendor, Employee, Friend, Other),
it will be easier to keep track of your contacts. Since the above choices
start with a different letter, all you have to do is touch the letter
"C" to populate the field with "Client". By categorizing
your contacts using this field, you can quickly look up all of your customers
if you need to doing a mass mailing. But be careful - don't add too many
categories. If there are too many categories, it can become complicated
and you'll end up wasting time managing data rather than selling.
ACT! Tip provided
by: Tony Holowitz
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GoldMine
How to Locate
Duplicate Records
Having trouble locating duplicate records in
a table that does not have a primary/unique key such as the GMTLog table?
Here's what you can do:
- Perform the following SQL Statement
in Query Analyzer
- Select tableid, frecid, fieldname=count(*)
from gmtlog
- Group by tableid, frecid, fieldname having
count(*) > 1
- This will return any duplicate records,
which you can then delete.
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Microsoft Dynamics CRM
Export a List
to an Excel Dynamic List
- In any area with a list of records, on the
Actions toolbar, click the Excel icon.
- Click Dynamic List.
- Click Edit Columns to modify the field order,
sorting, field width, or number of columns in the worksheet.
Note: By default, the worksheet includes fields that are displayed in
the Microsoft CRM list, using the same field order, sorting, and field
widths.
- Click OK and then click Export.
- To view the dynamic worksheet, click Open,
and then click Enable automatic refresh.
- To save the exported worksheet to a file,
in Excel, on the File menu, click Save. Each time the file is opened
there is an option to refresh data from the Microsoft CRM database.
Notes: While working offline, users cannot
export a list by using the Dynamic list or dynamic pivot table.
Some views, such as Accounts: No Campaign Activities in Last 3 Months,
can only be exported to a static Excel worksheet.
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Salesforce.com
Creating a Personal Contact in Salesforce.com
Want to create a personal contact in salesforce.com? You will notice that
when you add a contact to salesforce.com, there isn't a checkbox for "Private".
To make a private/personal contact, simply enter in the contact's information
and leave the Account field blank. This new personal contact will not be
included in any reports and cannot be viewed by others. Please note: Your
salesforce.com administrator will have to disable the required field option
for Account Name in the setup.
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SalesLogix
Undoing an Entry
on a SalesLogix View
When undoing changes made to views, a change to a single field will be
undone by selecting the black undo arrow on the toolbar. To undo multiple
changes, press the ESC key. The client will NOT prompt the user to confirm
that he or she wants to undo all of the changes.
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