Knowledge Base


  • Report Scheduler

    Report Scheduler provides easy scheduling of CRM Views data which is delivered automatically via email (internal as well as external email recipients allowed). The recurrence pattern can be daily, weekly or monthly. In addition there is a multi-user scheduling functionality which allows scheduling of single view to multiple users in CRM and each user will receive only his\her records. This cuts down the need to schedule separate report for each user.

  • Advanced Auto Number

    Advanced Auto Number allows automatic generation of unique reference IDs for all entities across the CRM system. The format of the reference ID can have text, random numbers, random characters, day, month, year, field values, auto-padding with zeros in prefix as well as suffix. There is an additional functionality to reset the counter at the month or year start.

  • Email 2 case

    Email to Case Automation streamlines customer to support email communication with various advanced features like email loop & spam protection, automatic case creation, HTML stripping of email body when copying to case description, linking case to account or contact or dummy bucket if no matching found in crm, dynamically assigning case ownership to linked account or contact owner.

  • Record Clone

    Record Cloning allows you to create a duplicate record with the same values as the parent record. For example you could easily clone a quotation along with its related quote products in just 1 click of button.



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Testimonials

 

  • They are great. We got our solution done very quickly, customer service was excellent and the product works perfectly. We had one problem and they resolved it immediately.

    Troy BilleterNetwork Manager, Paradysz (USA)
  • The staff and service at IOTAP are second to none. All of our projects are completed on-time, under budget and exceed the requirements of the business user.

    Vice PresidentIT, Leading Research company in Boston, USA
  • IOTAP feels like an extension of our development team, they have the same drive to customer satisfaction and technical excellence that we have. IOTAP staff to learn and apply new technologies very quickly give us a big competitive advantage. We would highly recommend IOTAP.

    General ManagerLarge Australian Consulting Group
  • IOTAP’s on demand service offering has helped Globenet in cutting engineering and support costs while at the same time increasing customer satisfaction levels and profit margins.They strive for excellence and have helped Globenet tremendously. It’s truly a pleasure working with IOTAP.

    Damian KuoltPresident, Globenet Technologies, AZ, USA

 

Release Notes and Downloads

 

Report Scheduler

Microsoft Dynamics CRM Add-On



 

Record Clone

Microsoft Dynamics CRM Add-On



 

Advanced Auto Number

Microsoft Dynamics CRM Add-On



 

Email 2 case

Microsoft Dynamics CRM Add-On



 


 

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