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Thursday, April 27, 2006

Select Search Result Records Across Pages

Select all search results with only ONE click - no need to go through every page to get the work done.


We added this new feature on Advanced Search Result page. Now, no matter you want to do batch delete, batch re-assign cases, batch add team member, or batch update a field value, you can select all records across page with only one click.

We will show you how to mass reassign cases as an example.

To mass reassign cases, you can take the following steps´╝Ü

1. Just do a Case Advanced Search as before.
Go to Cases -> Search, specify criteria, and click on the [Search] button.

Then you will see that all of the matching records are displayed on the page (#of records displayed per page depending on your preference setup).

2. Select records you want to reassign.
You can select multiple records by selecting the checkbox before each record.

Left click your mouse on the Select All box will select all of the records on the current page. Then you can re-assign those cases and then you need go through all search result pages to view/select and re-assign the records.

Now, if you want all search results be selected, you can just right click on the Select All box on any search result page, which will select all of the search results across pages. A green text is displayed to remind you that you have selected all of the searched out records. Please notice that your select all action will be cancelled when you roll the pages.

For more information about this feature, please see below flash tutorial.












5 Comments:

Congratulations this is a very useful function that you created here.
Thanks to the development team !
Regards,

Arnaud. 

Posted by Arnaud PAUTY

5/17/2006 8:15 AM  

Congratulations. This is a very useful function.
Thanks to the developpment team
Regards,

Arnaud. 

Posted by Arnaud PAUTY

5/17/2006 8:19 AM  

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Hi, great blog by the way - didn't think you'd mind me posting this anonymously - as you do allow anonymous posts ;-).

Anyone tried this Skype program yet for free telephone calls over the internet? A guy at work uses it all the time and because he signed all his friends and relatives up he saves a fortune on his calls. Might be worth a go.

Good luck with the blog






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4/02/2007 11:18 AM  

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Sunday, April 09, 2006

Skype in EBSuite, Free VOIP Calling

EBSuite CRM Skype  VOIP Use Skype's VOIP to make Free or almost free phone calls anywhere in the world, directly from your EBSuite Account.

Our new feature allows you to click on the green Skype icon, EBSuite Skype VOIP , located next to each phone number. EBSuite will automatically dial the number. Skype is an online VOIP service and is owned by eBay. You will need to download and establish a Skype account. Skype allows you to make phone calls to anywhere in the world. You can call to land based phones for the price of a local call or call other Skype subscribers for free.

How to Sign-Up and Download the Skype Client Software: Please go to www.skype.com or click here: Skype.

Simply click on the Download Skype icon and follow the directions to download and create your Skype account. Skype offers many services, including phone numbers, voice mail, conference calling and SkypeOut. With SkypeOut, you can use Skype to call landlines and mobiles, all over the world. If you signup for SkypeOut you will be required to pay a minimum fee to make phone calls to landlines and mobile phones. The fees are based on the local phone rates to the destination you are calling.

How To Setup Skype in EBSuite: Login into your EBSuite account as administrator and go to Account Setup -> Organization / Contact and click on the Phone: Show Skype link. Then, select Yes to display the green Skype icon EBSuite Skype VOIP next to each phone number in your organization's account.

How To Use Skype in EBSuite: Login into your EBSuite account, and select a Contact or Organization whom you would like to contact. In the Contact's real only View or Snapshot the green Skype icon EBSuite Skype VOIP will be displayed next to the phone number. Click on the green icon, this will automatically launch your Skype client software and dial their phone number.

For SkypeOut users, please enter the country code at Account -> Preferences - ALl/List View -> General/UI - Country Code.

See the flash tutorial below for more information. Depending on your Internet's connection speed the tutorial may take a few moments.











posted by JC Prenner at 4/09/2006 12:40:00 PM 2 comments links to this post

2 Comments:

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Hi, just wondering if anyone has ever tried SKYPE for telephone calls over the internet?? A pal of mine says it's brilliant and works out much cheaper than conventional calls, just wondered if anyone else has signed up for it?

3/02/2007 1:53 PM  

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Hi, great blog by the way - didn't think you'd mind me posting this anonymously - as you do allow anonymous posts ;-).

Anyone tried this Skype program yet for free telephone calls over the internet? A guy at work uses it all the time and because he signed all his friends and relatives up he saves a fortune on his calls. Might be worth a go.

Good luck with the blog






.

3/04/2007 4:08 AM  

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