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

CRM for Google AppEngine adds Authorization, Audit and Pre-defined Views

iFreeTools CRM (alpha) - the CRM for Google AppEngine, just got an upgrade. With this upgrade, iFreeTools CRM has added support for..

• Authorization
  
• Audit
  
• Pre-defined Views

Authorization and Audit :

Authorization will be based on the user roles, currently limited to "admin", "user" and "guest".

Audit records will be automatically added for all completed write operations and for attempts to perform unauthorized operations. Audit records cannot be added, edited or deleted directly by users and any attempts to do so will also be audited.

Apart from Audit data, authorization for views and actions are as listed below..

• admin - maximum privileges
  
  • viewing, adding, copying, editing and deleting of records in all modules (except for changing own login to non-admin role or deleting one's own login)
  
  
• user - normal privileges
  
  • viewing of records in all modules
    
  • adding of records in all modules, except Users
    
  • copying, editing and deleting of records for which the user is the owner
  
  
• guest - limited privileges
  
  • viewing of records in all modules.
  
  

Pre-defined Views

First cut support for views is now in. All modules by default will have minimum of two views, one to view all records (example : All Leads, All Accounts, etc.,.) and one to view records related to them (My Leads, My Accounts, etc.,.).

Apart from these 2 views, pre-defined views specific to the module have also been provided. For Leads the additional views are..

• Converted Leads
  
• Open Leads
  
• Lost Leads
  
• Junk Leads
  
• My Open Leads

The left-side tab-based navigation has been modified to include such views..


Go ahead and check out the features and send in your feedback.

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BTW, the ads just got smaller on our free CRM application..
* Horizontal (on header) : From 728x90 ("Leaderboard") to 468x60 ("Banner")
* Vertical (on left sidebar) : From 160x600 ("Wide Skyscraper") to 125x125 ("Button")

So, you will see lesser distractions from competitors of iFreeTools.

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