iTools Customizable Account Hierarchy
iTools Customizable Account Hierarchy Comprehensive, Customized Account View Product Highlights Create a comprehensive global view of an account and its subsidiaries with information that best meets your needs. Customizable tabs for aggregated views of related Contact, Opportunity, Task, Event, Case, and other object information. Display specific set of records using customizable tab filters and views. Print and Export from each tab. Use the Account Hierarchy Builder to easily construct and maintain your account hierarchies. Customize for all users, by profile or individual. Simple point and click configuration.
Additional Benefits
Availability
Org Chart View – View Reporting Relationships among contacts for strategic sales and account planning.
Professional, Enterprise, Unlimited, Performance, and Developer Editions
Account Hierarchy Builder- use simple search and point/click actions to add, move and remove accounts from a hierarchy, all from a single page.
Other iTools for Salesforce CRM
Fifteen tabs to configure as you please with related standard and custom object information.
Endless extensibility possibilities when you integrate your own custom or 3rd party Visualforce pages.
Up to 20 columns of information displayed per tab.
Expand/Collapse levels to navigate large and deep hierarchies.
Quickly sort with clickable column headers.
Easily create your own account family-based reports and dashboards.
Admins can customize a standard view for everyone – or let your users personalize their own view with precisely the information they need.
Your iTools for Salesforce CRM subscription also includes: iTools Delegated Tasks Management iTools Employment Change Management iTools File Cabinet iTools Opportunity Status Monitor iTools State/Country Validation iTools vCard Creator
Pricing iTools for Salesforce CRM includes all seven iTools, sold as an annual subscription for $2.50 user/month. Volume purchase and non-profit discounts are available.
Get Started Today We offer a risk-free, no obligation 30-day trial. Get it Now. All features, specifications, and pricing are subject to change.
Ideal for large multi-national accounts with extremely large and deep hierarchies.
Learn More To learn more about iTools for Salesforce CRM, visit our website at http://www.insitusoftware.com, check out the iTools listings on AppExchange or contact us at [email protected]. Copyright © 2014 InSitu Software LLC All rights reserved.
Additional Benefits
Availability
Org Chart View – View Reporting Relationships among contacts for strategic sales and account planning.
Professional, Enterprise, Unlimited, Performance, and Developer Editions
Account Hierarchy Builder- use simple search and point/click actions to add, move and remove accounts from a hierarchy, all from a single page.
Other iTools for Salesforce CRM
Fifteen tabs to configure as you please with related standard and custom object information.
Endless extensibility possibilities when you integrate your own custom or 3rd party Visualforce pages.
Up to 20 columns of information displayed per tab.
Expand/Collapse levels to navigate large and deep hierarchies.
Quickly sort with clickable column headers.
Easily create your own account family-based reports and dashboards.
Admins can customize a standard view for everyone – or let your users personalize their own view with precisely the information they need.
Your iTools for Salesforce CRM subscription also includes: iTools Delegated Tasks Management iTools Employment Change Management iTools File Cabinet iTools Opportunity Status Monitor iTools State/Country Validation iTools vCard Creator
Pricing iTools for Salesforce CRM includes all seven iTools, sold as an annual subscription for $2.50 user/month. Volume purchase and non-profit discounts are available.
Get Started Today We offer a risk-free, no obligation 30-day trial. Get it Now. All features, specifications, and pricing are subject to change.
Ideal for large multi-national accounts with extremely large and deep hierarchies.
Learn More To learn more about iTools for Salesforce CRM, visit our website at http://www.insitusoftware.com, check out the iTools listings on AppExchange or contact us at [email protected]. Copyright © 2014 InSitu Software LLC All rights reserved.
