Bidirectional Relationships & Notes - Service Clients In Real Time
Manage two-way relationships, client notes, custom menus, actions, and more
Overview
Manage relationships and service clients by tree or list. Roll-up object data for use in real-time client communication. Customize action menus per object. Start workflows, open accounts, etc. Create enhanced, searchable, private notes, and so much more.
Manage bidirectional / reciprocal relationships and notes between any two accessible objects in Salesforce with a "Name" field. Explore via tree and list views and reports. Customize almost everything - colors, relationships, labels, and definitions.
Tooltips per relationship object: roll-up as many as ten standard or custom fields. Perfect for servicing clients in real time - with contact info, links, dates, preferences, engagement details and dates, locations, or client / account / financial data.
Create relationships for custom and built-in objects ( with an accessible Name field ), create families, households, centres of influence, networks, trees, and organizational hierarchies. Store relationship-notes of up to 5000 characters for each entry.
Manage and explore reciprocal relationships between any two accessible objects with a "Name" field in tree and list views. Relationships your way: Connect custom and built-in objects, create families, households, centres of influence, networks, trees, and organizational hierarchies. Unleash the power of the relationship: roll-up as many as ten standard or custom fields per object. Hover over a relationship to see vital information from the underlying record. Copy, paste, and click directly from the app - perfect for servicing clients and relationships in real time. Customize your the relationships: choose your own colors, relationship types, labels, and definitions. Create custom menu actions for your relationships and service clients in realtime. Create enhanced, searchable, rich notes. Restrict note visibility by role or permission group. Visit sfPlugins.com for a demo today!
Categories
- Business Needs
- ProductivityAgent ProductivityData Visualization
- Industries
- Financial ServicesHealthcare & Life SciencesProfessional Services
- Personas
- Business UserSales Representative / ManagerService Agent / Supervisor
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package