Tag Archive: Customization

Aug 27

Advanced Customization of DataTrim Entry Check

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Custom Searching in Standard and Custom Fields As described further below you can now customize the list of fields being queried by Entry Check, this also allows for you to add your own search fields to the Entry Check Page. Imagine that you have a Vehicle registration number for your contacts, an Account number for …

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Apr 15

Case Story – MEDA.: Custom Entry Check

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Adopting Entry Check to work with Program Intake… Duplicates enter from many sources and with the power of the salesforce platform you can develop custom entry pages which collect data for the contact but also related data like cases, opportunities etc. from one single page. Mission Economic Development Agency in San Francisco (MEDA) (a community-based, …

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