iFreeTools CRM just got an update with the new Custom Views feature.
Clicking on the Add Custom View link available under each module of CRM, will bring up a form wherein one can provide the view name, description and the criteria to be used for filtering.
For example, to view all leads who have not been contacted yet, one can create a "Not Contacted" view as shown below..
Once the view is created, it will be listed along with the predefined views in the module..
One can also provide multiple values for the criteria.
For example, to view all Open Leads by specific owners (say, for users "Gold" and "Diamond"), one can create a view as shown below (notice multiple values in OR for Lead Owner and Lead Status)..
The resulting view will use all values in the criteria to provide the results..
Such Custom Views will be available for use by all users within the application instance, while admin users alone can create/modify/delete Custom Views.
Currently properties with choices and reference properties alone can be used in providing the filter criteria. For other filtering one can use the search within the Advanced Views, for now. We will be coming up with more options for filtering at a later upgrade.
Check out the new feature and feel free to send us your feedback.
Related Blog Posts :
Note : Ability to create Custom Views has also be enabled in iFreeTools Creator, our online database app builder for Google Apps. If you do not see this option when viewing the records for your custom entity, kindly verify if you have selected the Allow Custom Views option for that entity. |
Clicking on the Add Custom View link available under each module of CRM, will bring up a form wherein one can provide the view name, description and the criteria to be used for filtering.
For example, to view all leads who have not been contacted yet, one can create a "Not Contacted" view as shown below..
Once the view is created, it will be listed along with the predefined views in the module..
One can also provide multiple values for the criteria.
For example, to view all Open Leads by specific owners (say, for users "Gold" and "Diamond"), one can create a view as shown below (notice multiple values in OR for Lead Owner and Lead Status)..
The resulting view will use all values in the criteria to provide the results..
Such Custom Views will be available for use by all users within the application instance, while admin users alone can create/modify/delete Custom Views.
Currently properties with choices and reference properties alone can be used in providing the filter criteria. For other filtering one can use the search within the Advanced Views, for now. We will be coming up with more options for filtering at a later upgrade.
Check out the new feature and feel free to send us your feedback.
Related Blog Posts :
