- #LAYOUTEDITOR NUMBERS TO OBJECT HOW TO#
- #LAYOUTEDITOR NUMBERS TO OBJECT PDF#
- #LAYOUTEDITOR NUMBERS TO OBJECT UPDATE#
- #LAYOUTEDITOR NUMBERS TO OBJECT FULL#
Tasks audit log / history tracking A background process that collects changes to selected task's fields in real time.You can even jump several objects up or down - you are only limited by your imagination.
#LAYOUTEDITOR NUMBERS TO OBJECT UPDATE#
Cross-object drill down Navigate between objects on Salesorce and update any related objects in bulk.contacts/accounts/etc) with smart preview page that enables you to refine / control the mass-create result. Mass Create Tasks / Objects Create tasks / objects in bulk for any object (e.g.Find & Replace Find and Replace text in any text-field + regular expression support (for advanced users).Mass Emails Send Emails to your Leads & Contacts in bulk like never before.You can disable/enable the auto-duplicate detection and the creation of new opportunity (via custom settings). This process uses the lead's email & company name (customizable) to find existing contacts & accounts. This process does not create new duplicate contacts / accounts.
#LAYOUTEDITOR NUMBERS TO OBJECT HOW TO#
Simple Automatic Lead Convert This video will show you how to setup a simple automatic lead convert based on your criteria. This process uses the lead's email & company name (customizable) to find existing contacts & accounts Watch Advanced Automatic Lead Convert This video will show you how to setup an advanced auto lead-convert and trigger it only when an existing matching contact or account is found (during lead update / create). Mass Convert Mass Convert your leads the smart way - merge with existing/matching contacts & accounts (the app uses the lead's email & company name to find existing/matching contacts & accounts). Filter by child records Add child records / objects as a column and use the smart filter to filter them. Conditional Styling Add custom colors, images & style to your grids with ease. Drag & Replace / Fill Series Copy field value to multiple records / rows like you do in a spreadsheet. Add a Cross-Object Field Add a field from a "connected by look up record" as a column - without any complex formula fields. In this example we use the contact's owner field. Add a field to the mass update popup Add a field to the mass update popup and use it. Add in Place Add records inline - making data entry more efficient and intuitive. Add a Chart & Grouping Add charts, totals & grouping to any list and save them to the list's top per view - like a spreadsheet. Mass Inline Edit Update all the records & fields in one place like you do in a spreadsheet. * Honors the Object's Security, Required Fields settings & validation rules. ZaapIT's apps are the only native apps in the market that supports bulk update of 1M+ records. Mass Update Update multiple fields for multiple records in bulk based on filters / row-selection. Select the field merge strategy + change the master and hit the mass merge button. Mass merge multiple records The following video will show you how to mass merge multiple rows into multiple uniques. This new option includes advanced fuzzy-matching and text-cleanup algorithms, N-Words, N-Chars, acronyms, synonyms, abbreviations, suffixes, prefixes, etc. Find Matching Records The following video will show you how to find any set of matching records easily. #LAYOUTEDITOR NUMBERS TO OBJECT FULL#
Text format and standardization The following video will show you how to format/standardize any text field, apply lowercase, uppercase, proper-case, or apply country and state abbreviation or full name, apply phone format. #LAYOUTEDITOR NUMBERS TO OBJECT PDF#
PDF Guides Use the following Getting Started guide to set up common use cases, or use the admin guide for more advanced options.Be Productive with ZaapIT's Video & Guides Popular Features / Options
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