Recent Posts from our Tech Blog
06/19 Two Dimensional Control over Data Layout EBSuite allows the Administrator infinite control over how their data is displayed for each and every entity display detail. See the 3 minute screen capture video by clicking here 06/12 Opportunity Update Notification, and Sal... In EBSuite, you can setup Update Notification in three ways: If you want to setup notification on a per opportunity basis, i.e only certain important opportunities will send out notifications, you should use the Page Layout tool, to include ‘Owner’ field in the opportunity detail page. Account -> Setup -> Opportunity -> Setup Page Layout -> [...] 06/08 (beta) Use the Sales Portal to share opp... EBSuite has just published the (beta) [Sales Portal] functionality. It could be useful if you want clients / partners to access their opportunity information. [Sales Portal] is very similar to the [Support Portal]: When you choose a sub-domain identifier, say ( mycorp ), then http://mycorp.ebsuite.com/sales.jsp      will be the entrance URL for the [Sales Portal] http://mycorp.ebsuite.com/support.jsp  will be [...] 06/05 Configure Knowledge Access You can configure KB (KnowledgeBase) article access in two levels: Internal Agent Access External (Portal) Contact/Client Access. Internal Agent Access: By default when you publish a KB article, all the users (internal agents) of the CRM can access it. They can view, search, and link to the KB article. In other words, the default access is [ALL]. You will [...] 06/05 Project Module - Track revenue projects ... The EBSuite Project Module allows you to tie Tasks, Users, Time, Contacts, Calendars, Committments and Schedules together - well.... That's the definition of Project Management! See the 5 SnapShot Videos at the Blog (with sound). Watch the web site for our seminar series.		05/28 Display Knowledge Tags in the Support Po... You can tag knowledge base articles with TAGS. Now you can configure your support portal to display these tags: If you use Portal Profile, please goto Account -> Setup -> External Portal -> Portal Profiles -> Portal Profile Detail, in the [Knowledge] section, choose ‘Top Tags’ as one of the sidebar display widgets. If you do not use [...] 05/21 Not just a database - its a WorkingBase Use the Main Page applets to track the New, track the Recent and stay focused on the Few. See the short video by clicking here! 05/12 Create and Close Cases Quickly EBSuite Support Module customers always want greater efficiently without compromising their service and record keeping.  The Quick Close feature within the Contact Detail allows cases to be created and closed in one click (2  clicks if you count sending the confirmation email). Click Here to review this short screen capture to see the Quick Close in [...] 05/11 Creating and Editing Tasks + the ToDo Wi... Task management is the corner stone of Relationship Management. EBSuite has enhanced the interface to Task Management and added a Quick ToDo Widget. See the short explanation: Click here to see a short screen capture video 04/30 Sales Tracking: Prospect >>> to Winning... Sales Module gives the Sales Organization many choices about managing their sales activity - Check out the Opportunity View in EBSuite Click to See Opportunity View - video 2

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