Find and Replace makes it easy and quick to find a word or set of characters and replace with a different word. If you have ever had that need before then you understand the pain and time it takes to do. Now with Find and Replace it takes just a matter of seconds.
Highlevel Overview
The Find and Replace extension enables you to find a specific word and replace it with a different word all from the list view. Run the replace against one record or as many as you would like. No longer do you need to slowly go from record to record to make wholesale changes.
Find and Replace From a List
There are 2 types of replacements available with Find and Replace:
- Find any characters from field and replace with other word
- Find exact word from field and replace with other word
To learn more about this solution go to Find and Replace or search for "replace".
-
Related Record Creator
RecordCreator helps you create a related record from any module and define which fields should be copied over to the newly created related record. For example, if a user is on a Ticket record the use could create an Invoice record from that Ticket and copy over information such as the contact inform...
-
Dashlet Roles
Be explicit about which users have access to each specific dashlet. Enable or disable dashlets for certain types of users regardless of what their permissions are to that module. Gives finer control over the data available to a user from the home page dashboard.
- Show more addons