New Features and Functions:
-Inline Account Hierarchy for the Account Detail Page
-Built in Views for faster identification of accounts to manage
-Improves usability for filtering, including new Quick Filter
-Customizable Search Results for Inline Account Hierarchy and Account Organizer Main page
-Layout and design changes
Inline Account Hierarchy
With new feature, you can share the account hierarchies with your end users, directly on the Account Detail page. By adding a simple VF page, you can give each account manage the full overview over his/her accounts, and let them navigate between the accounts in the hierarchy with a single click.
Built in Views for faster identification of accounts to manage
The original search and filter functions, including the fuzzy search provide by our search and matching technology remains, but we have added a few built-in list views which will help you and the account managers to more easily find the targeted accounts and start managing them.
On client requests we also added the very useful: ACCOUNTS WITH INACTIVE OWNER option, which allows you to easily check if any accounts are owned by people who left the company, and then use the owner assignment to reassign these accounts.
Improved usability for filtering, including new Quick Filter
We have simplified the way to search and filter the returned accounts, and you can also page through longer lists. The Quick Filter allows you, with a few clicks, to filter by Owner, and the accounts current placements in hierarchies. Note that the Lock/Unlock function will allow you to keep selected accounts in the result list regardless of your filters.
Customizable Search Results for Inline Account Hierarchy and Account Organizer Main page
With the new Account Hierarchy on the Account Detail Page, we have also facilitated a way for you to choose which fields//columns to show, allowing you to present exactly what your users may need in the 2 scenarios: Account Detail view (AOInlineFields), and Account Organizer Main page (AOManageFields).
New Release – DataTrim Account Organizer
General availability: April 2013, a new version of DataTrim Account Organizer.
Take the advantage of upgrading your existing version and benefit from the new features and bug fixes in this version.