Merging is available in CRM on accounts, contacts and leads. It allows users (with the right permissions) to select two records and merge the information contained in both records into one winning record. The losing record will be deactivated. When two records are merged, all the child records associated to the losing record will be […]
SMBs: Get ready to kick some SaaS in 2016 Repost from Avalara “There’s an app for that.” The ubiquitous Apple trademarked phrase has transcended beyond iPhone games and gadgets to apply to pretty much anything and everything being done in the Cloud today. It’s almost mind boggling how software and software-as-a-service (SaaS) are making it […]