Thanksgiving 2017 has come and gone, but it’s never too late to be thankful!
I am thankful that marketing has entered the digital age. Back in the day, when I studied marketing in graduate school, we didn’t have the benefit of ubiquitous internet access, much less digital marketing automation.
It is pretty common during the flow of a regular business transaction to want some sort of automation to happen – change a field, create a task, update a status, send an email, etc. Workflows have been the traditional way to automate individual or multiple steps.
Do you have issues finding information in your Act! database? Below are our top tips for searching in Act!.
Searching in Act! using Universal Search
At the top right corner of the screen you will notice the “Search” bar. From this box, you can do a universal search for any word in any record within your database.
In 2013, with the release of Act! v16, TopLine Results Corporation implemented a new upgrade policy for TopLine add-ons. TopLine add-ons purchased prior to August 2013 must be upgraded to be compatible with Act! v16 or later versions of Act!. For Act! v20, there is no TopLine add-on upgrade required if your TopLine add-on was purchased after August 2013 or the add-on was already upgraded for Act! v16. For example, if you are currently using Act! v19 with two licenses of TopLine Designer, you would pay no upgrade charges for Designer when you upgrade to Act! v20.
This upgrade requirement primarily affects customers who purchased TopLine add-ons prior to August 2013 who now wish to upgrade their Act! software.
Six Sigma was a concept started in 1986 by two Motorola engineers, Bill Smith and Mikel J. Harry, who used statistical modeling and process control to minimize defects in manufacturing. Motorola trademarked the term in 1993, then Jack Welch made it central to his business strategy at General Electric in 1995. By the end of the 90s, most Fortune 500 companies had some form of Six Sigma program in place.
Duplicates! Every database has them and managing them can feel like a full-time job. Does the following scenario sound familiar?
You have some new and updated information about a contact, Mary Miller, with whom you do business. You promptly search for her in Salesforce, so that you can update her record, ensuring that your colleagues will instantly have these key details about Mary at their fingertips next time they look her up.
An exciting new addition to Microsoft Dynamics 365, as of the July update, is a long-requested feature: multi-select fields (in other words, a drop-down menu that allows for multiple selections). Each of the selections in a multi-select field is known as an option set.
New forms and views are here, and they are better than ever! Since the Dynamics CRM 2013 update the user interface has seen many improvements but it has always been white. Now it’s white and …. (drum roll) … grey!
Forms
White and grey may not sound very different from the old forms, but it’s the use of grey that makes a huge difference.
Did you know that the 80/20 rule comes from Vilfredo Pareto, an Italian engineer, sociologist, economist, political scientist, and philosopher, who was born in the mid-1800s? The 80/20 rule, also known as the Pareto principle, was built on observations that 80% of the land in Italy was owned by about 20% of the population.
When searching for a company record, you may find that the account has been entered twice. Which one is most accurate, and where should you enter new data? Stop! Don’t enter any additional information until you merge the duplicate records.
Merging records is an easy process that allows you to consolidate any notes and contact records associated with the accounts.