Part 1:  Zoho to Outlook
Before we start we need some basic definitions.
What is a Contact? In Outlook a contact is a single, stand-alone entity that typically contains some basic information about that person such as …

 
This is interesting; I just read that Zoho has acquired its One Millionth user (link 1, link 2), Prestige Home Automation who is also a D-Tools Customer.  Apparently Dean Dutton the Principle at Prestige heard …

Do not use Windows explorer to manage the files in your project directory.
The SI5.5 Navigator has functions for importing, renaming, and archiving your project files which should be used for this.
 Using Windows explorer to perform …

When setting your local D-Tools projects folder on your desktop (in Navigator > Setup > Application Settings > Project > Project Folder, it is important to avoid certain folder locations that can cause instability and …

There has been a change in the way wire behaves in System Integrator when working within Visio. Each end of our wire shapes are now treated uniquely: one is the “From” or “Source” end …

Managing duplicate records is one of the hardest things to accomplish in CRM software. Just trying to determine what is a duplicate is hard enough and when you find a duplicate somehow you have to …

This post does not have anything to do with business or software but I was out for the past few weeks and everyone is going to ask “how was the trip” so I thought I …

Email campaigns. Check. Every CRM has this as a checkbox on their feature list. Whether it is integrated as part of the system, as is the case with NetSuite & Oasis, or acheived through a …

We have recently been writing about our company’s experience with CRM systems, both bad and good. We are in a great place right now with our current Zoho implementation, and we finally have right tool to help …

I have had a couple of clients run into this issue, so I decided to write up a blog about it. As many of us aware, our development team is focusing on the next version …

Introduction here
As far as I know Sheet View is exclusive to ZOHO CRM. A common task (chore) in the management of any CRM system is editing large swaths of data at once. Some systems like …

You can either modify shapes directly in the stencil they already exist in or you can create a new stencil. Either way, always copy and paste the existing shape you wish to modify in …