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Account Organizer – Winter 2021

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...
Merge Accounts in Lightning – Account Organizer

Merge Accounts in Lightning – Account Organizer

by Administrator | Jun 2, 2020 | Account Organizer, How To

Best in Class, Account Merge Wizard, Now available! The DataTrim Account Organizer App has now been enriched with the successful Merge Wizard functionality from DataTrim Dupe Alerts. You can now, not only Create and Maintain your account hierarchies, but also merge...

Account Organizer now Available for Lightning

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...

Account Hierarchy Builder = Account Organizer

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...

Organizing Account using DUNS Numbers

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...

DataTrim Dupe Alerts and Account Organizer integration

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...
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