News
Dupe Alerts, Release: January 2019
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 want to keep...
read moreEntry Check in Lightning – New Release
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...
read moreAccount Organizer, April 2018 News
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...
read moreDupe Alerts, Release: February 2018
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...
read moreAccount Organizer now Available for Lightning
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...
read moreDupe Alerts, Release: May 2017
New Features and Functions -Lightning Ready, Lightning Ready and Lightning Ready -Support for IN operator in the Filter statements -Performance improvements on the matching engine to decrease matching time for larger datasets Lightning Ready Following the advancement...
read moreDupe Alerts, Spring Release 2016
Spring 2016 New Features and Functions: -Console Updated to Lightning Design, more interactivity and direct click-through to Matched Records -Dupe Alerts Results, incl analytics, and direct click-through to Matched Records -Quick Merge improved to also include an...
read moreEntry Check, Release November 2015
November 2015 New Features and Functions: -Updated Classic and Lightning Experience theme -Dynamic field Lists for search results (Accounts, Contacts and Leads) -Support for exclusion/suppression of reserved words -Improved search and match algorithms -Searches...
read moreNEW: DataTrim Dupe Alerts Console
Deduping your database is not just about setting up rules and merging duplicates; it is also about managing the process, knowing if everything is OK. With the Dupe Alerts Console, you get an overview of all your deduplication activities in one screen. Quick Status: I...
read moreDataTrim Dupe Alerts Initialization and Setup
After the installation is done BUT before you can start using the app,there are 3 steps to perform in completing the Initialization and Setup: 1) Add the license number provided by DataTrim. 2) Activate the subscription by Performing the OnBoarding Process. 3) Add the...
read moreAccount Organizer, April 2015 Release
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...
read moreEntry Check, August 2014 Release
August 2014 New Features and Functions: -Merge Buttons on Search Results -Support for exclusion/suppression of reserved words -Improvements for recognition of German and French descriptive words -Searches improved for partial searches -Advanced Customization of...
read moreAccount Hierarchy Builder = Account Organizer
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...
read moreClickJack Protection, Spring ’14 – Entry Check
Spring '14 With the Spring ’14 Release of salesforce, ClickJack Protection will be auto enabled. This may not mean a lot to you, but if you enable the ClickJack Protection, this means that salesforce no longer support the display of custom Visual Force pages on e.g....
read moreOrganizing your Accounts
“Ron Cowan, Zimmer Dental: Data integrity is the ‘elephant in the room’ of all CRM systems. A lack of a global process to reduce duplicate records is a primary reason why many CRM systems fail. If users cannot trust the data, they will stop using the system. ”...
read moreFREE App from DataTrim: Account Organizer
-If you think viewing, building and managing account hierarchies is an important part of managing accounts, identifying up-sell and cross-sell opportunities etc. then check out this App: Organizing your Account Hierarchies “A new way of organizing your Account data,...
read moreAccount Organizer, A New Data Cleaning utility
Working with account hierarchies can sometimes be challenging, which account is the parent, which one is the child, are the duplicates, who is the account owner etc. With Account Organizer you can manage all this in one single view. Organize your Accounts Whether you...
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