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CRM Admin Guide

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Custom Views
  • Introduction To CRM
    • Open The CRM
  • The CRM Admin Console
    • The Home Console
    • Configure Your Preferences
    • Use Search Option And Filter Option In CRM
  • Marketing And Sales
    • Manage Marketing Campaigns
      • Add Campaign Records
      • Track Campaigns
      • Associate Records From Other Modules To A Campaign
      • Mass Management Of Campaigns
    • Leads
      • Create New Leads
      • Manage Leads
      • Associate Other Records With A Lead
      • Mass Management Of Leads
    • Organizations
      • Add A New Organization
      • Manage Organizations
      • Associate Records From Other Modules To An Organization
      • Mass Management Of Organizations
    • Contacts
      • Add A New Contact
      • Manage Contacts
      • Associate Records From Other Modules To A Contact
      • Mass Management Of Contacts
    • Opportunities
      • Add An Opportunity
      • Manage Opportunities
      • Associate Other Records With An Opportunity
      • Mass Management Of Opportunities
    • Quotes
      • Create Quotes
      • Manage Quotes
      • Associate Records From Other Modules To A Quote
      • Mass Management Of Quotes
    • Invoices
      • Create An Invoice
      • Manage Invoices
      • Associate Asset Records To An Invoice
      • Mass Management Of Invoices
    • Sales Orders
      • Add A Sales Order
      • Manage Sales Orders
      • Associate Records From Other Modules To A Sales Order
      • Mass Management Of Sales Orders
    • Import And Export Records
    • Emails
  • Inventory
    • Assets
      • Create An Asset Record
      • Manage Assets
      • Mass Management Of Assets
    • Products
      • Add A Product
      • Manage Products
      • Associate Records From Other Modules To A Products
      • Mass Management Of Products
    • Services
      • Add Services
      • Manage Services
      • Associate Records From Other Modules To Service
      • Mass Management Of Services
    • Price Books
      • Add Price Books
      • Manage Price Books
      • Mass Management Of Price Books
    • Vendors
      • Add A Vendor
      • Manage Vendors
      • Associate Records From Other Modules To Vendors
      • Mass Management Of Vendors
    • Purchase Orders
      • Add A Purchase Order
      • Manage Purchase Orders
  • Tools
    • Email Templates
    • Add Website Bookmarks
    • View And Manage Calendars
      • Manage Shared Calendar
      • Update And Manage Calendar Entries
      • Manage Calendar Settings
    • Recycle Bin
  • Analytics
    • Generate A Report
    • Manage Reports
  • Configure CRM Settings
    • Configure The Picklist Editor
    • Manage Company Details
    • Configure Miscellaneous Settings
      • Outgoing Email Server Settings
      • Edit Terms And Conditions
      • Manage Currencies
      • Manage Tax Calculations
  • Custom Views
  • About ITarian

Custom Views

 

  • The 'filter' drop-down at the top-center of a module's index page lets you create custom views of your records
  • For example, you can create quick views of campaign records which are assigned to a certain person, which are due to close by a certain date, or which have a certain expected revenue.
  • You can set filters based on multiple conditions.

Create a custom view

  • Open a module index page. For example, campaigns, opportunities, contacts, leads etc.
  • Click the drop-down menu at the top center and choose 'Create New Filter':


 

The 'Create New View' interface will open:




Create new Filter view – Form Parameters

Form Parameter

Description

View Name

Enter a name for the view.

  • Set as Default - This view will be displayed by default when you open the module.
  • List in Metrics - The view will be added to the list of shortcuts in the 'Key Metrics' widget on the home screen. This lets you quickly access the view from the home screen.
  • See View and Manage the Home Console for more details.
  • Set as Public - The view will also be available to other staff members

 Choose columns and order (Max 12)

 Select the columns that you want to appear in your view

Choose filter conditions

Create your filter rule. Rules are setup using the following simple formula:


Field – Condition - Value

  • Field - Select a field from the module you are working with. Available fields will vary by module.
  • Condition - For example, 'contains', 'equals', 'starts with' etc.
  • Value - Select a specific item from the list. The contents of the value drop-down will change according to the field chosen.

For example: Product Name - Equals - Software


  • Click 'Add Condition' to add another filter to the rule
  • If you intend to add multiple conditions then choose one of the following:
  • 'All Conditions' – All conditions in the rule must be met before a record will be added to the view
  • 'Any Condition' – If any condition is met then the record will be included in the view
  • Click 'Save'
You can select your new view by clicking the 'Filter' drop-down on the module index page.
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