customaze Customer History Features

customaze Customer History has the capability to show more details about the customers' history in just one click.

The built-in standard History from Microsoft Dynamics CRM shows you only some details about a client's history. You have to get inside the case in order to learn more and find more information about each and every case.

These features make your job much easier and more productive. You will save a lot of time searching for records.

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Our Customer History Add-On offers the possibility to open a related activity and attachments directly from the history.

The relationship explorer allows you to see the sub records' history. For instance, the activities of an opportunity when you are on the account form.

This tool enables you to go from one opportunity to another and to identify the relation of some cases to key persons within a company.

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A top highlight of customaze Customer History is its capability to also show the history registered in other systems. For example, ERP systems, Ticket Systems, Legacy CRM Systems, etc.

This innovative feature allows you to see all the information regarding a customer in just one place. This lets you make better and faster decisions based on all the available data. It also eases the integration of information.

One program, all the information!

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