AKA Custom Views Part One

Custom Views are an essential component of OpenCRM. This is a flexible tool which has multiple uses, so I have split the subject into two blog posts. Here is Part One, please watch out for Part Two coming later in the week.

A great way to encourage all-round adoption of CRM is when members of your organisation realise how much time and effort it can save. One of these great time-savers is the creation of custom views. A custom view is a pre-saved display of a particular set of records in your CRM solution. For example you could select to see all new Leads that have come into your system in the past week. Or you could want a view to show all outstanding Sales Orders. Or perhaps you want your Helpdesk module to show all tickets which are set as Urgent.

This tool is perfect for the sales person on the road as it a quick way of displaying relevant information. Instead of having to search through data, that sales person can access their list of jobs to do, or open opportunities etc. with a couple of clicks rather than a search procedure. This easy shortcut of the system is one aspect which customers love. Other examples of views which you could set up are overdue invoices, or at-risk relationships – accounts that you have had no interaction with for a certain period of time.

There are some other cool features to further personalise your system such as adding your company logo, or the ability to rearrange the tabs on your system to show your data the way you like it. We have some really exciting news from our developers coming soon that will allow customers to further customise their systems – watch this space. The aim is to create a system that can be adapted to work the way that suits you.