Whether your Users are creating a new Contact or a new Opportunity, design the create screen to be as simple as possible. You can capture a lot of information, but you’ll have fewer user complaints if the “Create New” screen is very simple.
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Let’s face it. If you only needed a place to track names and numbers your wouldn’t need EBSuite. But If you are tracking The Who, The What and The When of your business you’d be dying without your EBSuite account. Now let’s review some of the layout and display choices in EBSuite. In this… Continue reading... For data searches where the search criteria is more specific than just a name or a single field value you will want to use the Search feature found through the Search Sub Tab beneath all major entities: Organization, Contact, Case, Task, Calendar, etc. For example, find the Search for Contacts Sub Tab as displayed below:… Continue reading... |
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