C360 PRODUCTIVITY PACK (CORE)
The c360 Core Productivity Pack includes the following c360 Microsoft CRM Products.
Dashboard
| • | Allow individual CRM users to configure their workspace with the content that is important to them | | • | Allow CRM users to configure personal search blocks to make it quicker and easier to search for
the data they want to see | | • | Combine multiple data cells on one page so a single click on a CRM record results in the display
of various cells of information related to that record | | • | Increase the usability of CRM by reducing screen changes, number of screens and number of
clicks |
SearchPac
| • | Segment data by creating complex, cross-object queries involving multiple record types | | • | Merge duplicate Lead, Contact and Account records while preserving all record history | | • | Avoid duplicate data by quickly searching across CRM records before entering new data | | • | Edit and save unique column set and sort order for each saved query | | • | Save frequently accessed queries for future use | | • | Expand and collapse the query results set window for increased ease of use | | • | Run user queries with one click from 'My Views' menu | | • | Bulk update or modify fields on records retrieved in a search or query | | • | Customize the field list in query results sets for ad hoc data analysis and export to Microsoft Excel | | • | Perform quick searches for Lead, Contact, Account, Case, Product, Quote, Order and Invoice
records |
Activity Summary
| • | Chronologically roll-up all open and closed Activities and Notes for all CRM record types
including Lead, Contact, Account, Opportunity, Quote, Order, Invoice, Case and Contract | | • | My CRM Summary screen now included to display all open activities for the active user | | • | User customizable column display for summary and my summary views | | • | Performance optimization allows users to individually select the amount of data they want to see
in their summaries | | • | See all Activities and Notes associated with the Originating Lead for Contact, Account and
Opportunity records that have been converted from a Lead | | • | Immediately see which Notes and Activities have attached documents (paperclip icon) | | • | Quickly add new Activities, Notes or Phone Activities (directly) from the Activity Summary screen | | • | Add a ‘Quick Activity’ to open and complete an Activity record with a single click | | • | Print the CRM summary page or export it to Microsoft Excel | | • | Sort ascending and descending by any column in the summary listing |
EMail Link
| • | Quickly send links to CRM records though email with a single click | | • | Reduce search times and confusion by sending direct links to CRM records | | • | Increase collaboration and CRM system adoption by allowing users to quickly reference CRM
records |
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>> c360 Activity Summary PDF
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ADDITIONAL INFORMATION
For more information on c360, please contact our sales department at (800) 354-4228, ext. 204 or email at sales@infinityinfo.com. |
