Copy-Paste attachments in to CRM via USD

Copy-paste to upload attachments automatically into CRM via USD

Have you ever wondered how many clicks you have to do to take a screenshot and upload as an attachment in CRM Notes? It would definitely be a minimum of 8 to 10 clicks to complete the full process. What if, if there is a way to do it with almost 0 clicks? Yes, In …

Continue reading Copy-paste to upload attachments automatically into CRM via USD

Using Notifications in USD 2.2

I would say, This post is an extension to Neil’s USD – Notifications post (link). I want to use it with one another kind-of real world scenario. Let’s say being a Call center Manager, you want to display an important message – “XYZ application processing has been stopped for today, Please make sure you are …

Continue reading Using Notifications in USD 2.2

Load Tabs based on Replacement Parameters

Recently was trying to answer a community query where the user needs to open a standard LOB Application by passing some parameters from the Contact tab. Yes, that's a pretty standard requirement in many of the USD projects and majority of the times the Admins/dev teams simply tries to configure it with an action call …

Continue reading Load Tabs based on Replacement Parameters