by PeterAdmin | Jun 29, 2021 | Account Organizer, News, Support
New Release: DataTrim Account Organizer – Summer 2021 With hundreds of installs and feedback from a number of existing clients, we have listened. We developed and is proud to deliver a brand-new version of the DataTrim Account Organizer. A new version which not...
by PeterAdmin | Jun 29, 2021 | Account Organizer, News, Products
By displaying Opportunities and Contacts in an Account Hierarchy structure, it becomes easier to see where the Opportunities are linked, and where the contacts who are influencers or decision makers are located. Opportunities by hierarchy Getting and overview of...
by PeterAdmin | Nov 26, 2020 | Account Organizer, News, Support
New Release: DataTrim Account Organizer – Winter 2021 Get a 360° View of your Account Hierarchies.Watch Introduction Video -Leverage advanced search algorithms, Duns numbers etc. to get all accounts from a large organization into a single view, for one-click...
by PeterAdmin | Oct 21, 2020 | DataTrim Entry Check, How To, News
Dupe Detection on Data Entry with DataTrim Entry Check DataTrim Entry Check was originally designed as a help for users to prevent creation of duplicates -when entering new records. But user entry is not the only source for new records. Dupe Detection on Data Entry...
by PeterAdmin | Oct 21, 2020 | DataTrim Entry Check, How To, News
DataTrim Entry Check Extras: Features you might not have discovered yet DataTrim Entry Check is a simple to use app. It helps preventing users from entering duplicates, but there is more under the hood. Check out some of the hidden gems in this article, and get more...
by PeterAdmin | Sep 30, 2020 | DataTrim Entry Check, News
New Release – DataTrim Entry Check Winter 2021 General availability: October 2020Featuring: Best in Class: Merge Wizard The new Entry Check App now includes the successful Merge Wizard, -which you may already know from DataTrim Dupe Alerts. This new Merge Wizard...
