iTools Employment Change Management logo

iTools Employment Change Management

By Insitu Software, LLCProductivity

Rating
5.0
Reviews
7
Pricing
Paid
From $3.25 per user per month
Listed since
2009

About iTools Employment Change Management

Maximize your network of business relationships

iTools Employment Change Management lets you change a contact's account information without fear of losing valuable data. With the iTool, not only is critical task and event information retained in the right context, but valuable employment history is automatically generated. See who has previously worked for an account as well as for what accounts a contact has worked – this is must have information when cultivating business relationships.

An easy to use Change Account Wizard makes updating a Contact's associated account a lot faster and easier for your users.

The iTool also keeps contact and associated information from disappearing when the person is no longer associated with an account – because they have retired, they are on extended leave or you simply don't know where they went.

Want to stay on top of your key opportunities? Configure the iTool to instantly notify you when a contact joins or leaves the account.

Best of all, there is no complicated process to follow - just update the contact’s associated account wherever it is most convenient and let the iTool take care of the rest.

Highlights

  • Generate and display Former Employer / Former Employee information for contacts and accounts.
  • Keep activity information from disappearing on an employment change.
  • Must install iTools Configuration Manager prior to iTools Employment Change Management. See configuration guide for details.

Screenshots

Automatically tracks all the companies at which a contact has worked

Image 1 of 4

Automatically tracks all the companies at which a contact has worked

Pricing

Paid, from $3.25 per user per month.

iTools Employment Change Management plans
PlanPriceBilled
Default Plan$3.25 per userMonthly

Use “Get it Now” to install a 30 day free trial. Subscription includes use of all 6 tools in the iTools suite. Search “itools” on the AppExchange for more information.

The publisher offers discounts.

Compatibility

Salesforce editions
  • Professional
  • Enterprise
  • Unlimited
  • Performance
  • Developer
Lightning Experience
Supported
Salesforce mobile app
Not supported
Salesforce security review
Passed on January 30, 2020
Languages
  • English

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