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 | 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...
by Admin | Mar 2, 2018 | Best Practice, DataTrim Dupe Alerts, How To, Support
Full support for IN operator in the Filter statements Although we already support the entire SOQL language in the filter statements, the IN operator has been supported, to filter on multiple fields. Where Country IN (‘USA’, ‘Canada’,...
by Admin | Feb 27, 2018 | DataTrim Dupe Alerts, News, Support
New Features and Functions -Lightning Ready, Improved Navigation -Redesign of the Review Wizard, now including a Summary page where you e.g. can check if any of the 2 contacts are Portal Users -New List View Buttons, to enable your users to merge directly from...
