A simpler faster solution to CRM Grid Actions

Coordinator
Nov 18, 2009 at 9:01 PM
Edited Jan 4, 2010 at 11:59 PM

I have created a new product call "ICRM One Click Activity" that is faster and simpler than CRM Grid Actions.  "ICRM One Click Activity" creates the same activity from grid in one click that would be created if you open the entity (double click)  and choose Actions->Add Activity->{activity}.   "ICRM One Click Activity' is a CRM extension that uses javascript to create crm activities in just one click.   Using straight javascript and not asp.net to solve a bunch of problems CRM Grid Actions:

  1. No deployment of asp.net pages or .dll assemblies  (you no longer need direct access to the server).
  2. There is now waiting to the asp.net page to load and flash before opening activity.
  3. There is NO issues with authentication.

"ICRM One Click Activity" updates and publishes your isv_config file for you.  The user only need to have belong to the "Customization Role" in CRM.  The user does not need to have any programing experience or need to know how to modify the isv_config file.  "ICRM One Click Activity" will create a backup of your existing isv_config file for you every time you run an update and can restore your isv_config back to any of these backups.  

Works (on and off line) with:

  • Internet Facing Deployment (hosted deployments)
  • On-premise
  • Live

Supported Entities:

  • Accounts
  • Contacts
  • Opportunities
  • Leads
  • Cases (incidents")

Activities:

  • Phone Call
  • Task
  • Email
  • Fax
  • Letter
  • Appointment
  • Letter
  • Service Appointment

Note: "ICRM One Click Activity" supports everything CRM Grid Actions does!

ALSO SUPPORTS:

 

Create duplicate entity (supports: accounts, contacts, opportunities, cases, and leads)
Create associate entity form an entity
Form accounts create a contact, opportunity, case, quote, order or invoice.
From contacts create an opportunity, case, quote, order or invoice.
From opportunity create a quote, order or invoice (brings across product just like creating them from the associate grid).
Create the same buttons on the entity form as on the grid.

  • Create duplicate entity (supports: accounts, contacts, opportunities, cases, and leads)
  • Create associate entity form an entity
    • Form accounts create a contact, opportunity, case, quote, order or invoice.
    • From contacts create an opportunity, case, quote, order or invoice.
    • From opportunity create a quote, order or invoice (brings across product just like creating them from the associate grid).
  • Create the same buttons on the entity form as on the grid.

 

Coordinator
Nov 30, 2009 at 11:32 PM
Edited Dec 1, 2009 at 4:37 PM

I will be doing a demo of icrm One Click Activities this Friday Dec 4, 2009 at 10:00 am PST.

http://www.icrm.ca/webinar_registration.html