Send Prophet 21® Tasks to Outlook and Google
The new drill-downs now include a powerful grouping feature.
Web Connect for Prophet 21® includes a variety of data screens for looking up various transactions. Examples of these tools include the Order History, Invoice History, Opportunity Management Screen and Task Management Screen. The latest update of the system provides a new set of “Group By” buttons. Below is an example of the new Group By buttons on the Opportunity Management screen:
When a data listing screen is first loaded the grouping is set to “No Grouping” by default. This produces a listing like the one below:
However, if the user chooses to group the same data by Opportunity Step, the data would be presented in the following format: