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MTS SubPanel Search
MTS SubPanel Search makes it easy to QUICK SEARCH ANY INFORMATION IN A SUBPANEL. Because you can filter searches right from any subpanel you can drill down to the exact record you need in little time. This gets you back to focusing on the real business value task on hand.
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Drag N Drop Documents
Drag N Drop module helps CRM users to create new Documents and relate it to that specific record just by dropping the files into Drag N Drop sidebar widget. The user can upload multiple files at a time. Using Drag and Drop, users can create and relate a document in 2 – 3 seconds which usually take...
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Summary Fields
At a glance, view high level summaries of all related data for a given record. For example, see how many contacts an account has or the total value of all quotes combined for a contact.
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