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Follow Up Tracker for Microsoft CRM 4.0 |
Castor Follow Up Tracker for Microsoft Dynamics CRM 4.0 is a business intelligence
management tool allowing you to easily track and manage your activities. Using the
tool, Microsoft CRM users will be able to track the logical creation path and manage
their activities and easily follow up their occurrence. The product integrates into
Microsoft CRM and maintains its look and feel.
The product is perfect for managing large amounts of activities and especially useful
for support centers in managing and tracking the activity history using a visual
and intuitive experience.
The key features and main benefits of the product are:
- View connection between activities that were created as “Follow Up” in a sequence.
- Easily create additional follow up activities from the Follow Up Tracker screen.
- Attach existing activities to new parent activity creating a logical flow of activities.
- Navigate to the parent activity.
- View ALL hierarchical activities of Case record.
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