A View from the TopLine

Undoing Past Mistakes: Recovering Deleted Records in Zoho CRM

No one is perfect, and that certainly holds true when it comes to data management. Everyone deletes something that they wish they had not. It may have been a simple mis-click, but that critical record is gone now, and you need it back ASAP! Luckily, Zoho CRM takes our clumsy human nature into account and has given us a safety net we can rely on to keep our data from being accidently deleted: a Recycle Bin.

New Year’s Food Drive Event!

With 2020 ending, many take time to reflect on the events of the past year and how it shaped them. Here at TopLine Results, we’re looking to the future, while also embracing how thankful we are for what we have. That is why we are looking to get 2021 started off right with a beginning-of-the-year food drive (starting immediately)!

From now through January 15th, 2021, TopLine Results will be accepting donations of non-perishable food items.

Better Together: Google Analytics and Power BI

It's no secret that some things which are really good on their own often become great when paired together. Consider peanut butter and jelly, peanut butter and chocolate, peanut butter and …, well you get the picture! Certain pairings just have the ability to transform two great things into something exceptional.

Productivity and Efficiency – Microsoft PowerToys

If I can improve my productivity and/or efficiency by 1% per day, it would add up to a tremendous improvement in my quality of work life.

There are some boring, repetitive tasks that I occasionally must perform. I do them often enough that they cause my happiness to drop slightly every time I do them.

Dynamics 365 Promotion for Sales and Customer Service

Microsoft is running a special pricing promotion for new customers! If you are looking to begin your CRM journey or are ready for a refresh to your existing system, take the plunge with Dynamics 365 Sales or Customer Service licensing. The offer includes the first four months free on your annual subscription of the Professional option for new customers.

Working with Email Signatures in Zoho CRM

In our previous blog (https://www.toplineresults.com/2020/07/adding-attachments-to-zoho-email-templates/) in this series, we examined sharing Zoho CRM email templates with other users. This week, we are going to take a look at how Zoho allows users to add their email signature to standard emails.