Have you noticed these tiny little new features introduced recently in Oracle #CRMOD CRM On Demand?
- You can now set the related information format as Lists or Tab. When you set as Tab, here is how it looks. Is it not better than long scrolling list view? I prefer this. Make a note that this can be set as the Company level as well as at the Role Level. I didn’t notice an option yet for users to override it
- All these days you don’t have an option to restrict the “Search fields” by user role. Now you can. You can specify the fields for targeted search in definitions of “Search Layout” and then associate the search layout to the user role
- Now in the look-up window you can see the already defined “lists” appear over there at the top facilitating quick search using your predefined lists. Notice the list drop-down at the top of the look-up pop-up below
Provision these little good things for your users in your CRM On Demand.
Senior Director, CRMIT