Zoho Creator is a useful and versatile platform. One of the more common requirements, especially when creating a new app, is to import data. While it has a decent import tool there is a limitation worth noting.
Using Numbers on a Mac I was unable to select a Numbers date format which was compatible with the Zoho form date format. The format is dd-MMM-yyyy. This cannot be changed – or I couldn’t easily find where to change this. Numbers does not support this format. As a result I had to use Google sheets.
When measuring adoption it’s useful to see the number of logged in users for a given period as a percentage of the total user base. Since Salesforce reports can only report on what data is visible (as is to be expected) it’s not possible to compare logged in users to total users. There is a way around this by using a joined report.
- Create a joined report using User as the primary object. This will create a Users block.
- Use a common field and drag it over to an empty space in the preview area. This will create a second Users block. Filter this block on logged-in users for the desired timeframe.
- Create a cross-object formula field using the Record Count summary fields.
One of the more painful administrative tasks faced by Sales reps and account managers is keeping contact lists up to date. Sure, many platforms offer mail and calendar integration but there is still some work to be done, i.e. the contact has to be loaded in the contact application, such as Outlook, before it can be added as a Contact in the CRM platform.
Recently, Apple introduced a feature whereby, an incoming caller number is tagged with a potential contact name based on iOS matching the incoming number with a number in the email signature of an exchange with the contact.
Salesforce Einstein provides a similar benefit which is called Automated Contacts.
This is a simple but beneficial time-saving device which highlights the benefits of embedded AI technologies in a CRM platform