Quick Entry Check in Lightning

Quick Entry Check on the Lightning Home Page Similar to the functionality in Classic, it is now possible to add the Quick Entry Check component to the Lightning Home page, or anywhere else you like it. The Quick Entry Check component will allow you users to jump...

Dupe Alerts, Release: February 2018

New Features and Functions   -Lightning Ready, Improved Navigation -Redesign of the Review Wizard, now including a Summary page where you e.g. can check if any of the 2 contacts are Portal Users -New List View Buttons, to enable your users to merge directly from...

Dupe Detection Upon Entry

DataTrim Dupe Alerts include a function: Dupe Detection Upon Entry which often is overlooked. The built-in search and matching functionality of the Dupe Alert App will at the entry of a new account/contact/lead make a thourough search for duplicates, and notify the...