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Productivity Pack 10 minute demo guaranteed to blow you away! All demos... |
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Read MoreCRMCulture truly revolutionized our business. Not only did Steve and his team make innovative changes to our processes and database design but they trained, empowered and energized us to carry on the CRM effort to achieve even greater benefits across business lines. My team is now able to work from a single data source for five key departments, including programs, marketing, customer service, publications and accounting. By centralizing how we store information and streamlining how we access it, we have improved the efficiency of our department and produced headcount savings in just a few short months. Of course, one of the biggest benefits is that we now have a more holistic view of our clients so we can serve our customers better.Wendy Velez
National Institute for Trial Advocacy
Simple Dashboard Interface |
Problem
Issue
The PCM system has the ability to display SharePoint portal pages easily via the Toolkit. However, there is no way to display other portal technologies... until now.
Cause
The toolkit does not have a method of displaying external web-based sites without C# programming.
Applies To
PCM SP8+
CMS SP8+
Solutions
Description
CRMCulture's Productivity Pack has added a suite of command handlers which will allow the customizer to display any web based solution (Business Intelligence Dashboards, SSRS Reports, Portals or any other web page) without any programming. The customizer can create commands in the toolkit to leverage these command handlers and add them to any navigation element (Taskpad, Subjects and/or Topics).
The first time the command handler is invoked it will ask the user to set the URL. Once this URL is set, all subsequent calls will simply use that URL and display inside the Pivotal client. Any user which is a member of the 'Pivotal Administrator' group can change the URL easily via the CRMCulture settings page.
More Information
A new RTR is ready for importing into PCM SP8+ systems. Please contact CRMCulture to obtain the update or schedule a consultant to assist you with the importing of the modifications.