If you have been using EBSuite CRM for an extended period of time, you may see screen response time getting slower as your data accumulates over the years. Here are some tips to speed up the application response time:
- Manage your alerts & reminders.
In our new interface, the application alerts & reminders
In most organizations the Support Manager is often a player-coach with responsibility for Cases as well as overall responsibility for retiring all the cases for the Support Team
Fine tuning the Case view can make the view a dynamic tool in the case management process.
- Use Case Status color coding to focus
Use the Process Builder to tightly manage your Opportunities Continue reading...
Reporting from any database source has three conditions:
Defining the Search and Sort Criteria
What Information is Displayed
What Time Period is Represented
The EBSuite Report Builder allows the User to specifically define all three conditions.
Review this snapshot video
Definition: A View is the tabular listing of Contact, Orgs, Cases, Opportunities, etc that the User sees when the User goes to the Major Tab Heading in the EBSuite Application.
Views are the Administrators best friend. The view, if used properly, should provide the first line of Sorting-Sifting-Slicing-Dicing of the data that is presented… Continue reading...
Views (the list of data you see when clicking a major tab like: Contacts) can be sorted by nearly all of the column choices. Displaying and Sorting by Last Update Date (Sort Decreasing values) gives you a quick list of the most recently updated Records.
A Record is updated if a field… Continue reading...
User Access is controlled by setting the access rules for each particular Role. There are be many Roles setup in the application, but for each Role there is an access rule that applies.
Once Roles are setup, then the User is assigned to one Role or another and may, in fact, have 2 or… Continue reading...
Tracking and Commitments and Tasks can be a huge challenge when dealing with dozens of customers or clients a week.
The Quick Add Task Widget in EBSuite makes adding a ToDo effortless and unforgettable.
See the short video demonstration here
There are lots of tools within EBSuite for taking, tracking, viewing and searching for notes. Notes, of course, fill in the lines between the data fields so Users really know what’s going on with their contacts.
Review this collection of videos on
Build the Section Group Display to group like field items within the Detail Page. The Group Display can be opened or closed and highlighted with color. Continue reading...