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 | 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 | Apr 28, 2015 | Account Organizer, News
April 2015 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...
by Admin | Jun 5, 2014 | Account Organizer, How To, News
Introducing Account Organizer Version 2! New Features and Functions: -Building hierarchies based on Duns Numbers (Dun & Bradstreet) -Creating a Parent Account on the fly -Freezing accounts in your list for additional searches -Enhanced Search capabilities...
by Admin | Jun 5, 2014 | Account Organizer, Best Practice, How To
With the integration of data from data sources like data.com, or enrichment through external services, many companies store the Duns numbers alongside their account data. The duns number helps provide a unique identifier which allows records to be update regularly and...
by Admin | Jun 5, 2014 | Account Organizer, Best Practice, DataTrim Dupe Alerts, How To
The DataTrim Dupe Alerts is a deduplication solution which excels in searching your database to find accounts, contacts and leads which are related and thus potential duplicates. When matching accounts these potential duplicates may in reality be accounts which one...
