Advanced information management and data lookup

3.    Suggestion lists, accompanied with description data..

Suggestion lists allow you to find information with just the touch of a key. Every time you enter data, an intuitive suggestion list provides options matching your entry.  Each of these options has additional useful information, when, for example, you need to choose between individuals with similar names.

iCRM Pro provides suggestion lists whenever you need to review complex data.

4.    Information search conditions and advanced filters

Each filter has a condition sign, e.g., (“=”, “>”, etc.), which indicates precisely how the application should treat your input into the filter fields. Each condition is set to the most commonly selected condition value.

5.    Smart information sorting and list positioning.

Information is always sorted “as expected.” If, for example, you expect to see your data sorted alphabetically, this is what happens. If data needs to be sorted in a specific order, custom sorting applies.

Such custom sorting is particularly useful when you work with task status and priority. When you deal with task priority, you may think your task should be classified only as high, medium, or low. You may soon realize, however, that your tasks may actually be very high or very low. In such a case, all you need to do to customize the CRM system is to add “very high” and “very low” values into the priority list and reposition them at the top and at the bottom of your type of priority list. Smart sorting will then sort your tasks in the new order, with the “very high” priority tasks listed at the top and the “very low” priority tasks listed at the bottom

What iCRM Users Are Saying…

I really appreciate how accurate your support is as well as your prompt replies

Henry, Spain

 

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