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OK - you've heard of KnowledgeSync's new "Dashboard Alerts" functionality, but have you thought of this . . .

A single dashboard can show open sales opportunities (from a CRM app) plus the corresponding client's Accounts Receivable details (from an ERP app)ω

Or how about a single dashboard that can show open sales opportunities from a CRM app - including the details of individual products ordered - plus the inventory stock status of those same items from an ERP appω

Take a look at these two scenarios in KnowledgeSync Dashboards:

Open Sales with Financial Details

Open Sales with Stock Availability

Also - did you know that these Dashboards can appear:

- As part of your Desktopω All you need to do is to go to your Control Panel, open the Display option, click on Desktop and then on the Customize Desktop button. The "Web" tab lets you customize your desktop to display the contents of one (or more!) web pages . . . or KnowledgeSync Dashboards.

Alerts on Your Desktop

- Within Microsoft Outlookω Yes - you can create folders within Outlook that display the contents of a webpage - such as a KnowledgeSync Dashboard.

Alerts in Outlook

The best thing about doing either of these is that because the Dashboards are self-updating, they will always show the latest information; no refresh or re-calculation is required.

To receive the "KnowledgeSync Alert Dashboard Set-Up Kit" (or if you have any questions about Alert Dashboards in KnowledgeSync), please email Don Farber at farber@vineyardsoft.com.

And thanks again for your continued support of the KnowledgeSync solution.
 

Vineyardsoft Corporation
(800)850-8055
info@vineyardsoft.com
www.vineyardsoft.com

"All parties involved know exactly what is going on with each client the moment an activity takes place. KnowledgeSync makes our job easier and it makes us look great."

Luisa Alejandra Shah
Gibraltar Bank

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