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THE APLICOR FORUM : User Community and Special Interest Groups - “Where People, Ideas and Solutions Meet”

CRM Best Practice #8 - Viewing Two Windows at the Same Time

I recently noticed Aplicor included an MDI (multiple document interface) capability which has been great for allowing our sales team to log their daily activities while at the same time viewing the Calendar page. This has been particularly helpful when the sales person is in the activities page and wants to see the calendar at the same time in order to check availability for themselves or other resources and schedule a meeting. To see this for yourself, go to the Activities page and select the Calendar icon. This action will pop-up a new modeless calendar in a separate browser. The tricky part here was alternating back and forth between the windows. While you can use the browser Minimize and Maximize buttons, it is much easier and quicker to use the <Control> <Tab> key combination. Any meetings scheduled in the calendar will then immediately update the account's activity.






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Aplicor is a web-based, online, on-demand, hosted, software as a service (SaaS) Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) software application. This user forum is an independent member organization designed to help system administrators, designers, developers and everyday business users maximize their technology investment by sharing information, resources and support.

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