Clone a Record with a Notification Message

Trying to find the right words for a title to convey succinctly what I am trying to say is not my strong suit... Within my organisation we occasionally have the need to create repeating records on an annual (or more frequent) basis, e.g. SWOT Analysis, Anti-Money Laundering checks, etc.  In order to preserve the original … Continue reading Clone a Record with a Notification Message

Adding a missing column to an Excel Template

Have you ever created an Excel Template, with all of the necessary edits, pivot tables, charts, etc. that you need to report, only to realise the first time you use it that it's missing a vital column of data from CRM?  Typically, this means you have to redo all the work you did originally to … Continue reading Adding a missing column to an Excel Template