CRM Suite - Customer Portal

NOTICE:  Please notify your isolvIT Account Manager prior to any CRM Upgrade.  Thank you.

Scheduled Enhancements:

 Enhancement Timeline
 CRMRepos and CRMDocs for Salesforce Released
 Report Enhancements and V3 Analytics Released
 Layout : add role column(s) Released
 Sync / Move Pick lists from Object to Object, or from Instance to Instance Released
 Sync / Move Cascading Pick lists Released
 Add Optional filter to exclude Disabled Values Released
 Object Refresh (under Record Type) Released
 Profile Access and Books of Business Released
 Compare two roles and (optional) update Released
 Compare two layouts and (optional) update Released
 Compare two workflows and (optional) update Released
 Adding Action to Workflow Output Released
 Download Report Released
 Slice & Dice Style Reporting (lowers system load while delivering larger reports to more recipients) Released


 
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