Passage Technology Blog

Taking Customer Relationship Management, Ordering, and Inventory to the Next Level

Recent survey findings from Gartner show that businesses are relying on technology now more than ever as they deal with issues like fuel shortages, supply chain disruptions, inflation, as well as growing customer expectations. Gartner’s “Software Market Insights: Retail and E-Commerce Software” report finds that more than 73% of retailers anticipate increasing their investments for store technology.

Dear PT, 

Our company displays products, quantity, and revenue on our Opportunity records. Unfortunately, the revenue figures are from the last 12 months to date, so the total may span two different years. We need to separate the revenue into two different categories, this year and last year. And we’d also like to display this information at the Account level. What do you suggest?

Rev. Nu Kalander from Fields, IN

Sometimes making a difference makes all the difference, and we're striving to make an impact for our communities. This year, we expanded our Pledge 1% commitment to encompass volunteering in our local communities, as well as making cards for kids who will be hospitalized. 

Dear PT, 

Salesforce^® functionality will let you view open Cases within your org. However, sometimes there are situations where it would be useful to view this information on a more granular level, for specific Contacts or Accounts. How could our company set up this at-a-glance list view, which also has filters for priority and status?

New Support Page Provides Easy Access to Resources & Options

At Passage Technology, we put customers at the center of everything we do. That’s why we’re thrilled to announce that we’re launching our enhanced customer Support page. 

When there’s a big project on the line, there’s the chance that it will either fall apart, take longer, or cost more if it’s not managed properly.

Dear PT, 

With every customer project, there are billable and non-billable hours required to complete the objectives. Of course, customers are very interested in proper accounting—it’s their money on the line. But for our company, the non-billable hours are a necessary cost to us for deploying resources and getting the job done. It is an important metric for measuring efficiency and billing properly, overall and in various departments. Can you help us make sure we are not unnecessarily losing money on these customer engagements?

Bud Jetting in Costa Mesa, CA

This issue features Rollup Helper news along with the latest Lookup Helper and Milestones PM+ updates.

Dear PT, 

Is there an easy way to show how many Tasks are left to be completed in an open Salesforce^® Case? This would help us to manage resources better and ultimately be more productive as an organization. It also might prevent us from closing a Case before it’s truly complete.

Rollups are often necessary to get data on Objects or to build reports, but there are several limitations.

One of the biggest obstacles is that standard rollups can only be used between Objects with a Master-Detail relationship. This results in Admins turning to other tools to create rollups when they are between Objects with a Lookup relationship, or even when they need to create hierarchy rollups within the same Object. Users can be tempted to create these rollups with Flow, but as we describe further, there are limitations in Flow. Our AppExchange app, Rollup Helper, offers significant advantages over Flow as it is a tool purposely built to create and manage all your rollup needs.