Administration

We are trying to do our best to meet our customer needs and expectations and increase their personal productivity. We analyze the salesforce.com’s IdeaExchange http://ideas.salesforce.com, searching for the most frequent customer requests and finding out how we can solve these issues or suggestions by using InvisibleCRM Suite for Salesforce: SalesDesktop, SalesFolder and SalesAlerts.

Elena Kozhushko
Support Manager
Email:elena.kozhushko@invisiblecrm.com

Below you can find these Salesforce user requests and the way they can be solved with our InvisibleCRM products:

'My Watchlist' in Salesforce.com

1690
PROMOTES

I would love to have some kind of bookmark-like functionality in Salesforce.com. The Recent items list just does not do this for me. I sometimes need to keep an eye on a couple of Cases, a Lead, or something I asked someone else to do through a task ... By the time I have done some work, they are all gone from my Recent items list and I need to find them one by one. This way, it is easy to forget something.

I know you could create a task for every single one, but if you are running dashboards, these clutter up the amounts, and thus, the real value of the dashboard itself.

A little button, such as an eye on top of every record, would be perfect. And, then a little eye somewhere on the Homepage that takes me to my Watchlist, any list style view would do.

Link to source (Administration, Customization, Desktop Solutions, User Experience)

What InvisibleCRM Support Team Guru say?

Upload Multiple Documents at One Time

120
PROMOTES

I would like to have the option to upload multiple documents at one time and save them in the same folder. It would also save time if you could upload documents with their given filenames instead of having to retype them in Salesforce.com.

Link to source (Administration)

What InvisibleCRM Support Team Guru say?

Mass Deletion of Attachments

20
PROMOTES

I need to go into all the Accounts that we have in our Salesforce data and delete all files with the extension “.dtf”. I cannot figure out how to do this without opening each Account individually, selecting each single attachment manually for deletion.

I tried to run a report to generate a list of all the .dtf attachments and it seemed to run and give me the results I needed, but there was no way to select them and delete them as a mass delete. There were only the edit capabilities.

Can you tell me how I can run a report, which will give me all the .dtf attachments AND will let me select all, or at least, a portion of them and delete them in a mass delete.
If this feature is currently not available, please try to incorporate it into the next version release.

Link to source (Administration)

What InvisibleCRM Support Team Guru say?

Import from Vcard/Outlook/Entourage

30
PROMOTES

IMPORT VCARDS DIRECTLY INTO SALESFORCE.COM

My team just returned from a trade show and we quickly imported all of our Leads into our Outlook or Entourage email programs, using the business card reader software. Unfortunately, there is no way to easily import this info into SalesForce.com. Why wouldn't Saleforce automate the importing of Vcards or sell a business card scanner that pulls the data right into a Lead or Contact?

It takes SEVERAL HOURS to get all the data right in Salesforce.com, and basically equates to having to enter the data twice: once, for our desktop email clients, and then, for Salesforce,com. I would gladly pay for this capability. We had over 183 Leads between us, and all my team members complained about having to input all these data manually into Salesforce.com, after they had been easily imported into their desktop computer programs.

Link to source (Administration, Customization, Sales Force Automation)