Month: February 2023

Recently, we had a requirement where we had to set a default view based on the selected app. Let us suppose, we have two apps i.e., the Sales Hub …

To manage presences, navigate to Customer Service Admin Center >> Agent Experience >> Productivity >> Custom Presence Out of the box we have the following presences. Only the below …

I run a coaching business for a very niche audience of professionals. Need: 1. a place for client/me to exchange messages 2. a place for client to upload docs …

If you missed our recent Livestream featuring Nimble CEO Jon Ferrara and ZoneofGenius.com founder Ramon Ray, don’t worry!  This article will provide a general overview of the livestream by …

Learn how Innovia was able to help SBCC fix their persistent system outages, upgrade to Azure servers , upgrade to the latest software, and save money Innovia Azure Dynamics …

Forging a trusted relationship with your investors is one of your career-defining goals and responsibilities as a SaaS CFO. Especially during market turbulence and broader financial instability, your primary …

Hey guys, I recently started working at a clothing brand and was looking to streamline their CRM system. Right now they are using Gmail 'Labels' to categorize their incoming …

Get a basic understanding on how to use Views in Dynamics 365 and Power Apps to look at your data in a list view. https://www.crmsoftwareblog.com/wp-content/uploads/General-Overview-of-Views.mp4 Transcript This is Steve …

ChatGPT is an AI-powered (NLP) natural language processing tool that enables chatbots to have human-like conversations. Chatgpt language models answer questions and help you write emails, essays, and code. …

When I was in both intercom and Kustomer, agents who were signing off at the end of their shift would set themself as inactive and have any chats that …