productivity pack for pivotal crm - avolin · 2021. 6. 15. · pivotal crm time-saving features for...

3
Datasheet | Productivity Pack™ For Pivotal CRM 1 Productivity Pack™ For Pivotal CRM Time-saving features for increased usability that unleash the power of Pivotal Productivity Pack™ provides users with a set of features that makes working with Pivotal even easier. This module is designed to help you get things done faster and in the most efficient way thereby increasing productivity. The Productivity Pack™ requires no coding and is highly configurable. Highly Configurable The Productivity Pack™ sits on top of even the most customized Pivotal 6.X systems and is highly configurable. Its elegant design is such that none of your Forms, Tables, Security or Code are modified. You choose how to leverage the Productivity Pack features like which users can do bulk updates to data or which features to provide on right-click menus. Increased Productivity The Productivity Pack™ enhances the power of Pivotal by providing user friendly features that will revolutionize how you create and manage data. The Productivity Pack™ will save your organization time and money and has a demonstrable ROI. No Coding Required All features are configured by Administrators in an easy-to-use interface from within the Pivotal Client so that no coding is required. The Productivity Pack™ utilizes Pivotal’s core platform to read your unique business module of tables, relationships, forms, queries and security to unlock the power of Pivotal.

Upload: others

Post on 20-Aug-2021

2 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: Productivity Pack for Pivotal CRM - Avolin · 2021. 6. 15. · Pivotal CRM Time-saving features for increased usability that unleash the power of Pivotal Productivity Pack™ provides

Datasheet | Productivity Pack™ For Pivotal CRM 1

Productivity Pack™ For Pivotal CRMTime-saving features for increased usability that unleash the power of Pivotal

Productivity Pack™ provides users with a set of features that makes working with Pivotal even easier. This module is designed to help you get things done faster and in the most efficient way thereby increasing productivity. The Productivity Pack™ requires no coding and is highly configurable.

Highly ConfigurableThe Productivity Pack™ sits on top of even the most customized Pivotal 6.X systems and is highly configurable. Its elegant design is such that none of your Forms, Tables, Security or Code are modified. You choose how to leverage the Productivity Pack features like which users can do bulk updates to data or which features to provide on right-click menus.

Increased Productivity The Productivity Pack™ enhances the power of Pivotal by providing user friendly features that will revolutionize how you create and manage data. The Productivity Pack™ will save your organization time and money and has a demonstrable ROI.

No Coding RequiredAll features are configured by Administrators in an easy-to-use interface from within the Pivotal Client so that no coding is required. The Productivity Pack™ utilizes Pivotal’s core platform to read your unique business module of tables, relationships, forms, queries and security to unlock the power of Pivotal.

Page 2: Productivity Pack for Pivotal CRM - Avolin · 2021. 6. 15. · Pivotal CRM Time-saving features for increased usability that unleash the power of Pivotal Productivity Pack™ provides

2Datasheet | Productivity Pack™ For Pivotal CRM

Revolutionary Data Entry and Productivity Tools

Easily sum or average any column - just like Excel™.

Summarize Columns

Select records and navigate to any related records naturally, reducing the need to create queries.

Hyper-Navigation™

Easily edit records “Inline” from within a search result list.

Inline Editing

Pivot Tables and Charts

Excel-style Pivot Tables right within Pivotal. Instantly convert any selected data to a Pivot Table without writing a single line of code.

Pivot Tables

Save multiple layouts for robust and easy-to-configure reporting solutions.

Multiple Layouts

Chart and print anything.

Pivot Charts

Page 3: Productivity Pack for Pivotal CRM - Avolin · 2021. 6. 15. · Pivotal CRM Time-saving features for increased usability that unleash the power of Pivotal Productivity Pack™ provides

Copyright 2018 - Avolin. All rights reserved.

Avolin provides critical software solutions to enterprises around the world, specializing in Customer Relationship Management, Knowledge Management, IT Support and Supply Chain Management. Over 1,400 customers in more than 50 countries use our portfolio of solutions to help them provide outstanding customer service, keep their day-to-day operations running smoothly and make intelligent decisions based on relevant and real-time data. Our customers are at the center of everything we do and our singular goal is to deliver the right solutions for their industry-specific workflows helping to keep them at the forefront of their industries. For more information, visit www.avolin.com.

Instantly convert any Search Result List into a powerful Grid Control that offers the sorting, filtering, grouping, and subtotaling features of Excel™.

Power Grid™

Simple formula editor to conditionally format rows and cells to call attention to important data.

Conditional Formatting

Preview anything with the easy to configure HTML editor, merging data from the selected row, to create a form-within-a-form effect and driving amazing performance gains.

Preview Panes

Power Grid™

The most robust data merging tool available anywhere. Use E Templates to create preview panes, batch emails, single emails, and MS Word or PDF documents.

E Templates

E Templates

Create rich HTML emails by merging any field, including the multiple rows of secondary data, and merge crystal reports per record as attached PDFs.

Batch Mail Made Easy