Tuesday, March 6, 2012

Creating a "Update Account Dialog"

Soon I'm going to publish a dialog that updates an account. with several information:
- Contacts and roles that are req for business regarding marketing, sales ++

Senario:
A company need to update all accounts with certain roles (g.ex IT responseble, CEO, Sales responseble) before a huge invitation is sendt thou CRM, and plan to give this task to the account owners (account responsebles).. They want a sort of easy way to remind the account responsebles to do this, and do it the fastest way posseble..



This video only dispaly an example, you could easly update this dialog gathering other kind of information!