December

Remove multiple emails from send email box (Document Designer)

December 30, 2021
Article
Sometimes, a single record contains more then one email fields. When user try to send a document designers template via email to that contact, multiple email addresses shows up. In this article we will learn, how can a user Remove multiple emails from send email box while sending a Document Designer Template With a little bit tweaking with CSS, you can make only the primary email of the record to appear in the send email box For doing so, first you have to install a browser extension, by the name of stylus Stylus Stylus allows you to easily install themes and skins for many popular sites. Get Stylus for chrome Here Once Stylus is installed, configure the Stylus for send email dialog box using Stylus editor Configuring a new Stylus Following is the CSS changes that you have to configure in the stylus [data-module="PurchaseOrder"] {display:none;}     Make sure to provide

User groups in Shared Calendars

December 27, 2021
Article
User groups in shared calendars allows to make Label Groups and add users into it, in shared calendar. Using it you can filter the calendar events based on groups. When you open shared calendar it shows all the events of the CRM users and teams, sometimes it get too complicated as the whole calendar is filled up Prominent features Go to shared Calendar Filter by Group: Check the box, in order to filter the calendar based on groups Select a group: Select the groups here and the events of the participants of the selected group will be shown Group’s participants events: Participants of the group in the sequence that is configured while adding the participants to a certain group Customization configuration Predefined groups are created as per clients requirement. In this example, 9 different groups are created with name lbl_group1, lbl_group2, lbl_group3 up to lbl_group9 Here is a screenshot showing

Merry Christmas

December 23, 2021
Article