by PeterAdmin | Feb 6, 2019 | DataTrim Dupe Alerts, News, Support
New Powerful Merge Wizard We are very proud to present a BRAND NEW merge wizard. A Merge Wizard which consolidates all the benefits from the “old” classic version as well as the DataTrim Quick Merge Wizard. You can now BOTH: select the values you...
by Admin | Jun 5, 2018 | DataTrim Entry Check, News
Entry Check Lightning Release With the latest Release the Entry Check App has not only adopted more of the Lightning Look and Feel, but we have also been able to provide more functionality in Lightning, so that you can migrate from Classic to Lightning without losing...
by Admin | Apr 12, 2018 | Account Organizer, News, Support
April 2018 A New version is available which will allow you to: -Get your HQ and Location structures sorted out, finally!! -Leverage advanced search algorithms, duns numbers etc. to get all accounts from a large organization into a single view, for one-click linking...
by Admin | Feb 27, 2018 | DataTrim Dupe Alerts, News, Support
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...
by Admin | May 24, 2017 | Account Organizer, News
May 2017 The Account Organizer is now also available for Lightning: the Interactive Account Hierarchy Add the interactive Account Hierarchy to the Account Detail page and it will appear in Lightning design style, or for lightning you may want to create a separate Tab...
by Admin | May 3, 2017 | DataTrim Dupe Alerts, News, Support
New Features and Functions -Lightning Ready, Lightning Ready and Lightning Ready -Support for IN operator in the Filter statements -Performance improvements on the matching engine to decrease matching time for larger datasets Lightning Ready Following the advancement...
