Fall 2007

TIPS & TRICKS

Microsoft Dynamics CRM

Web applications tend to have this annoying habit of forcing the end user to have to open a single records edit window in order to edit a database record. So many of us prefer the rich client experience of yester-year when all one had to do was make a change in a control field, tab off the field and the data was committed to the database. Even nicer is the usability of something like Microsoft Excel where one can go from field to field updating records at will without having to leave the familiarity of the grid interface nor open a new edit window. That kind of functionality is now available using a tool from c360 called Record Editor. Click here to watch a video demonstration of the feature. It is bundled with many other useful functions and features all designed to improve the end user experience and promote system adoption.

[ Top ]

Salesforce

The Salesforce/Winter ’08 release features a powerful new enhancement that is sure to increase data quality, user adoption and productivity. What is this new feature? Inline editing! Users will be able to click on a field to edit it directly from the detail page, saving several steps in entering/updating information in Salesforce. With inline editing, you will be able to:

Edit fields directly on detail pages
Reduce the number of clicks needed to edit information
Users may press the enter or escape key on their keyboards to quickly confirm or cancel an edit, removing the need for additional mouse clicks when modifying fields.
Users can quickly undo an individual change by clicking the undo icon next to the edited field.

Note: This feature is available in all Salesforce applications. This feature is disabled by default and requires administrator activation in the set up area of Salesforce (Customize | User Interface).

Harvest Solutions Home