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 PeterAdmin | Feb 5, 2019 | DataTrim Dupe Alerts, How To, Support
Merging has never been simpler, and yet so featureful With the DataTrim Merge Wizard, you have now access to the ultimate Merge tool, whether you get to the merging process from reviewing the duplicates in the Matched Records tab, or whether you want to merge 2...
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 26, 2018 | DataTrim Entry Check, How To
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...
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 | Mar 13, 2018 | Best Practice, DataTrim Dupe Alerts, How To, Support
List View Merge Buttons You may come across situation where you or end-users comes across duplicates while searching salesforce, and looking at list views. With the List View Merge Buttons for Lead, Contact and Account, you can provide the user with the ability to...
