Introducing our new Activity Tracking Dashboard. View announcement

Category - Best Practices

Screenshot of a settings page for Contact Page Layout in a software application. The page shows a table listing different layout types with options to edit. The menu on the left includes options like Contacts, Fields, Related Lookup Filters, and Page Layouts.

Matching to Secondary Email Addresses for Contacts

Date: July 1, 2015
By: Trevor Holewinski
Categories: Best Practices

A dialog box titled "New Search Folder" from an email application. Options listed include "Categorized mail," "Large mail," "Old mail," and "Mail with specific words." "Create a custom Search Folder" is highlighted. The "OK" and "Cancel" buttons are at the bottom.

Tips on Using a Search Folder in Outlook

Date: February 2, 2018
By: Trevor Holewinski
Categories: Best Practices

A Salesforce interface showing the Inbox with blurred email details. The right side displays a gear icon dropdown menu with options such as "Column FROM," "Show," and "Control Panel," which is highlighted in red. The "Control Panel" option is selected.

Ignore Rule for Email Domain

Date: March 13, 2014
By: Trevor Holewinski
Categories: Best Practices

A screenshot of the Ignore List Entry interface. Fields include Confidential Tag, Address to Ignore, Direction of Address with options for sender, recipient, or any, and User to Apply to with options for all users or myself. Red annotations explain each field and the Save button.

Ignore Rule for Confidential Email

Date: November 21, 2014
By: Trevor Holewinski
Categories: Best Practices

Screenshot of an email client interface showing various options on the top menu, including File, Home, Send/Receive, Folder, View, Help, and Acrobat. The Home tab is active with options like New Email, Zoom, Delete, Archive, and Reply.

Critical Microsoft Outlook Setting for Sent Email and Match My Email

Date: March 19, 2021
By: Trevor Holewinski
Categories: Best Practices

Using Apple ID/iCloud 2-Step Verification/2-Factor Authentication

Date: December 19, 2016
By: Trevor Holewinski
Categories: Best Practices, Understanding Errors and Alerts