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Account Organizer – Summer 2021

Account Organizer – Summer 2021

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...

Get Your Top-Level Accounts in one single view

by PeterAdmin | Jun 29, 2021 | Account Organizer, How To, Support

Global Accounts, Major Accounts, Account Based Management ? Manage your Accounts from the top and down Get your Top-Level Accounts in one single view using the DataTrim Account Organizer. As an Account Manager working with Global or Major Accounts with big...

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...
DataTrim Dupe Alerts, Release: April 2020

DataTrim Dupe Alerts, Release: April 2020

by Administrator | Apr 29, 2020 | DataTrim Dupe Alerts, News, Support

New Release, General availability: April 2020 New Release – DataTrim Dupe AlertsFeaturing: Merge and Convert 1000’s of records using Batch Jobs Introducing a 3-step wizard to setup and run Merge and Convert as Batch Jobs. Allows you to process 1000’s...
Data Laundry, Release: February 2020

Data Laundry, Release: February 2020

by Administrator | Feb 28, 2020 | DataTrim Data Laundry, News, Support

New Release – DataTrim Data Laundry General availability: February 2020 New Data Laundry App Launch of our brand new 100% Native Lightning App We are very proud to present a BRAND NEW version of our succesfull Data Laundry App. When we partnered with salesforce...

Dupe Alerts, Release: January 2019

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...
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Related Articles

  • Account Organizer – Summer 2021
  • Get Your Top-Level Accounts in one single view
  • Searching and Filtering in the Account Hierarchy
  • Opportunities and Contacts in an Account Hierarchy
  • Account Organizer – Winter 2021
  • Deduping Candidates in an Applicant Tracking Solution
  • 5 Tips to consider for Candidate Deduplication in an Applicant Tracking Solution (ATS)
  • Dupe Detection on Data Entry

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