Support for Custom Views in iFreeTools

iFreeTools CRM just got an update with the new Custom Views feature.

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 : 

• Custom Views now support Template Criteria for User References and Date/DateTime fields

Instant Search now available in iFreeTools CRM

We told you search was "Coming soon.." when we introduced Advanced Views late last week and now, it has arrived in iFreeTools CRM.

This comes a day after Instant Details and Customizable Columns were added to Advanced Views.

Advanced Views now have a "search as you type" feature, shown in action below..

The search string is matched against values from all the columns in table view. If you want to include a property for the search, just add it as a column of the table and proceed to search.

Advanced Views is Javascript powered and works best in modern browsers like Chrome and Firefox - which we use extensively for our testing. While it does work in IE (it can be a bit slow), we recommend better browsers.

There is also an option to disable "Search while typing", which makes search operations to begin only after clicking on the Search button. This can be useful when using browsers like IE.

Keep sending in your feedback on Google App Engine powered iFreeTools CRM. We listen, and more importantly we act and we deliver - fast.

Instant Details and Customizable Columns now available in Advanced Views

Another upgrade and iFreeTools CRM now has support for Instant Details and Customizable Columns in the Advanced Views. This comes soon after the initial support for Sorting and Faster Paging (Next/Previous), added late last week.

With today's upgrade, Advanced View has been made the default list view. If required, one can always switch back to Simple View and the browser will remember your preference the next time list views are loaded.

Within the Advanced View, one can now view the details of the records instantly by clicking on the row in the table.

When the view loads, you will see something like..


Now click on any row in the table to load the details..


Notice how the visible columns are marked with a star image. You could click on the star (or the property name) to toggle the visibility of the property in the table view.

For example, when you want to remove the Salutation and First Name and instead add Lead Source and Lead Industry, click on the relevant property names in the details view and see the changes getting reflected in the table view..


Once the property becomes a column in the table, it can then be used for sorting. Options to save the view settings either for self or as default settings to all users will be available soon.

The usual details view is still available, where you can also view the lists of related records.

We would be glad to hear from you on what you would like to see in our Google App Engine powered iFreeTools CRM. Check out the features and feel free to send in your feedback.

Sorting and Faster Paging (Next/Previous) with Advanced Views

Not being able to sort the data, was one of the pain points expressed by some of our users. So we got working on a quick feature to support sorting of data in the views, while also enabling faster paging.

These features are now available as "Advanced Views" in the Google App Engine powered iFreeTools CRM.



It is recommended to use Chrome or Firefox (with firebug disabled), to experience this feature.

Currently "Advanced Views" is not the default view, as it is still a work in progress. Other upcoming features in the Advanced Views include selectable columns and search.

So, what is your pain point ? What would you like to see soon in iFreeTools CRM ?

Let us know - you can use the feedback form in the application or send a mail to raj@sahasvat.com. We listen, and more importantly, we act and we deliver.