Detailed reports for time logged in the Time Entry grid on objects (standard and custom) other than Project Task.

Customer Segmentation

March 20, 2017


In a world where technology is enabling more and more research to be done pre-sale, it is becoming increasingly difficult for both B2B and B2C businesses to stay in front of their customers...


When a new Lead comes in, the ability of the right rep to instantly make contact is a critical success factor in winning their business.

Sales Rep Reporting

December 16, 2016


As a Sales Manager, one convenient place is needed to provide visibility into all aspects of a Sales Rep's performance.  Also, having a Sales leader board would further motivate Sales Reps to increase their productivity.


As an inbound call center rep, I need to quickly and easily find available resources within the geographical location of the customer.


For many businesses, converting Leads into Accounts, while important, is time consuming and can be error prone as it depends on manual User entry. Having the process automated will ensure...

The problem:

As a Customer Service Representative or Support Agent, I want to be able to quickly see a prioritized list of open Cases on an Account or Contact.

  1. Rollup organization-wide metrics - Create a single object with a single record for your organization. Then, setup Lookup Helper to link each source record to it, so as to get a global SUM, AVERAGE, MAX, MIN, COUNT across all records tied to that organization-wide record.
  2. Categorize / group your...

With Lookup Helper you can automatically relate opportunity products to the account the opportunity belongs to. To Achieve this you may follow these simple steps:

If you have a need to automatically assign child records to the owner of the parent record, look no further for a solution! With Lookup Helper you are able to set a custom or standard user lookup field for a record automatically by referencing information available on a parent record.