Display Image to notify number of Cases/Opportunities/Leads against Person/Company

By | May 22, 2009

If you find this useful, Please drop us a mail on crm@greytrix.com.

Have you ever been imagine displaying a notification related to number of Cases created against a person?


If you are looking:
1. To identify how many cases registered against a person on the Person’s summary tab
2. Or willing to show count of cases against person while entering the Case for a person on Case Detail screen.
Then yes, we can display user interactive icon to on any screen to show cases total already associated with that particular person. See below screen shot:

The above image shows three cases already registered against this person on case entry screen.

We can also provide this kind of functionality for Opportunities and leads for Person and Companies.