Net Neutrality and the State of the Internet

OR Why your internet speed sucks and isn’t likely to get better. Among the most powerful groups opposing net neutrality regulations are the companies that bring you the internet. AT&T Cox, Comcast, Time Warner Cable and nearly 20 other companies sent a letter to the FCC where they gave the argument that they wouldn’t invest in upgrades to their networks – they wouldn’t innovate – if regulations forced them to […]

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Zoho CRM keeps innovating

Zoho-CRM-Territory-Assignments

Zoho Corp has  added breadth to their suite of application over the last couple of years, expanding to nearly 30 applications in 2013. The recent depth that’s been added to their flagship CRM product is an exciting development. Based on price, ease of use, and  capabilities, Zoho CRM has been a smart choice for the SMB market. It’s great to see them moving up-market to support the more complex requirements of the […]

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Tutorial – Reorganize Zoho CRM Tabs

Manage-Module

Although Zoho CRM includes 18 different modules (Contacts, Accounts, Invoices, etc.) it’s possible that some may not be relevant to your business. Tabs (a/k/a Modules) can be repositioned or removed from the tab bar in any Zoho CRM edition; you’ll need administrator privileges to make the change. Here are the steps to reorganize your tabs. Go to Setup > Customize > Select Modules Click the Manage Modules Button. Select the […]

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Zoho CRM Tutorial – Send birthday greetings

[Edition Requirement: Zoho Enterprise] Here’s a quick tutorial on how to send annual birthday greetings (or warranty renewals, or anniversary wishes, or . . .?).  Have your email template set up and ready to go, then: Go to Setup > Automation > Workflow | Create Rule  Enter the basic information:     Click Next, then select a date field value as the “Execute based on” type. This expands the dialog so that you […]

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