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 linking into parent-child relationships.
-Take control over the look and feel: which buttons and columns to display and advanced filtering capabilities.
-Adding the Inline Account Hierarchy to the Account Detail Page will allow your end users to get a full overview of the organization they are working with.
NEW: DataTrim Merge Wizard integrated.
Account Merge, directly from organizer page
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 duplicates using the most flexible, yet easy to use Merge Wizard on the market. Learn more
Inline Account Hierarchy for LIGHTNING
Adding the Inline Account Hierarchy to the Account Detail Page will allow your end users to get a full overview of the organization they are working with.
Easy navigation between accounts in the hierarchy, and ability to manage the structure from the Account Organizer Tab.
Change the Columns displayed in the Search Results for Inline Account Hierarchy and Account Organizer Main page
With a simple change of the FieldSets you can change the columns being displayed in the Inline Hierarchy on the Account Detail screen and on the Account Organizer Tab.
Leveraging rollup fields on the Account you can even present the Amount of Open Opportunities, the number of contacts, open activities etc.
Note: The Opportunity and Contact links to the right, which allows the user to go directly to the accounts/contacts for any given account.
New Release: DataTrim Account Organizer – Winter 2021
General Availability: November 2020, a new version of DataTrim Account Organizer.
Take the advantage of upgrading your existing version, its free, and benefit from the new features and bug fixes in this version.
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Learn more about the Account Organizer
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