CRM Extension Lite Forms
NWTri
now offers a “lite” version of our popular CRM
Extension package in order to better tailor our products to your business
needs. The CRM Extensions Lite offers additional fields and enhanced functions on
both the “Company” and “Contact” forms. These “Extensions Lite”
additions are intended to fill some of the CRM type enhancements that many of
our CRM customers have asked for.
If your
requirements exceed what is supported on the “Extensions Lite”
forms, then we invite you to review and investigate our complete (high-end) set
of custom forms for CRM. We call this
high-end set of forms and functions the “CRM Extensions” and they may be viewed
online on our website at: http://www.nwtri.com/CRMextensions/index.html.
You can
easily upgrade from CRM Extensions Lite to the full
version. If you first purchase the Lite version and then decide to
upgrade to the full version, we will deduct a third of the price that you paid
for the Lite version from your purchase of the full
CRM Extensions. Below is our overview of
the current set of the Extensions Lite forms:
Contact Form:
o
Added buttons to create all CRM Child items right
from the Contact form
(E-mail, Companies, Appointments, Journals, Tasks, Opportunities, Projects)
"Create Company" button that will also copy a specified list of
fields to the new Company form
o
Added buttons to display all Activities for the
Company and the Company Dashboard
o
Added fields for "Sales Region" and
"Assigned To" with droplists that are
customer configurable
o
Automatic Copy of specified fields in the Contact
form to the Linked Company
o
Added the Outlook "Contacts" button which
allows you to add links to other contacts
o
Form cleaned up and rearranged for better viewing
of fields that resize with the form
o
Linked Items display - added a selection to view
linked Contacts in the grid
o
Linked Items display now support a number of
significant functions like Printing from the grid
o
Added "Relationships" tab to support
tracking of specific Relationships between Contacts and Companies
(with buttons to display linked contacts and companies)
Company Form:
o
Added buttons to create all CRM Child items right
from the Contact form
(Contacts, Appointments, Journals, Tasks, Opportunities, Projects)
o
Added buttons to display all Activities for the
Company and the Company Dashboard
o
Added the Outlook "Contacts" button which
allows you to add links to other contacts
o
Added fields for "Sales Region" and
"Assigned To" with droplists that are
customer configurable
o
Automatic Copy of specified fields in the Company
form to all of the Linked Contacts
o
"Create Contact" button that will also
copy a specified list of fields to the new Contact form
o
Form cleaned up and rearranged for better viewing
of fields that resize with the form
o
Linked Items display - added a selection to view
linked Contacts in the grid
o
Linked Items display now support a number of
significant functions like Printing from the grid
o
Added "Relationships" tab to support
tracking of specific Relationships between companies
(with buttons to display linked companies)
For
additional information or to purchase these Extension Lite
forms for your CRM installation please see your CRM reseller or sales_AT_swdittmar.com or call (425)
640-5064 (pacific time,
Extensions Lite
– Contact Form – Contact Info Tab
Extensions Lite
– Contact Form – Linked Items Tab
Extensions Lite
– Contact Form – Relationships Tab
Extensions Lite
– Contact Form – Tracking Tab
Extensions Lite
– Contact Form – Details Tab
Extensions Lite
– Company Form – Company Info Tab
Extensions Lite
– Company Form – Linked Items Tab
Extensions Lite
– Company Form – Relationships Tab
