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:

Alerts for Date Fields

30
PROMOTES

The idea is to be able to set alerts for dates, for example, the anniversary of an employee. It would be great if the person in charge could receive an alert for all the due dates in the next month, without having to edit the records to trigger the alert.

What InvisibleCRM Support Team Guru say?

More than 3 Groups By in Reporting

90
PROMOTES

In the reporting wizard, there is a limitation in the Group By section to three fields. It would be nice to increase this number to 10 for more flexibility in displaying data.

What InvisibleCRM Support Team Guru say?

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