Search for and Relate Calls to Custom Modules

This is a premium feature available only in Team and Enterprise plans. See our pricing page for details. You can upgrade from Tenfold Dashboard or you can send upgrade request to support@tenfold.com.

Some CRMs allow for the creation of “Custom Modules” to help businesses track data that doesn’t fit standard molds of Accounts, Opportunities or Leads.

Examples include:

– A “Target” module in SugarCRM
– A “People” module in Salesforce
– A “Subscriptions” module in Salesforce

Tenfold  treats these custom modules just like Contact and Account modules!

At the time of a call, we find and display important caller/callee information pulled from the CRM custom module such as activity history.

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If there are multiple matching records, the custom module records are displayed alongside contact, lead and account matches.

custom_modules_search

If there are no matching records found, we enable searches of existing custom module records so you can log calls exactly where you want them!

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