Solutions Summary is a Microsoft CRM enhancement that provides Microsoft CRM users with an integrated screen displaying all open and closed Activities, Notes and CRM records associated with all major Microsoft CRM objects.
Activity Summary allows Microsoft CRM users to:
- Chronologically roll-up all open and closed Activities, Notes and CRM records (i.e. Opportunities, Cases, etc.) for all CRM record types including Lead, Contact, Account, Opportunity, Quote, Order, Invoice, Case and Contract
- Configure by user the columns to be displayed in the Summary and My Summary views
- Read the contents of activities and CRM records using Summary's optional, user-configurable auto-preview pane
- Quickly filter the information displayed by object type, activity type and date range
- See all Activities and Notes associated with the Originating Lead for Contact, Account and Opportunity records that have been converted from a Lead
- Immediately see which Email Activities and Notes have attached documents (paperclip icon appears) and immediately see the names of the documents
- Quickly open attached documents directly from Summary screens
- Quickly add new Activities, Notes or Phone Activities (directly) from the Activity Summary screen
- Print the summary page or export it to Microsoft Excel
- Sort ascending and descending by any column in the summary listing
