See the pre-built custom views, that you can download and import in your CRM.

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Marketing Section Custom Views

Advanced Accounts

Lists all Accounts and provides the filters to find the Accounts by Name, Industry, City and other attributes. Special fields such as Number of Employees, Credit Limit and Annual Revenue can be used in criteria for targeting. Should be integrated into Site Map / Marketing section.

Advanced Contacts

Lists all Contacts in MS CRM. Allows to search Contacts by personal information as well as by Parent Account fields. Should be integrated into Site Map.

Advanced Leads

Lists all Leads and provides the filters to find the lead by Topic, Company Name, Created Date, Priority, Rating, Sales Stage and other attributes. Should be integrated into Site Map/Marketing and Site Map/Sales.

Advanced Marketing Lists

Lists all Marketing Lists and provides the filters to find by Name, Purpose, Cost, Status, Marketing List Member Type and 'Last Used On' date. Should be integrated to Site Map/Sales and Site Map/Marketing.

Advanced Products

Lists all products in MS CRM and provides the filters to find the products by Product Type, Product ID, Product Name and Subject. Should be integrated into Site Map.

Advanced Sales Literature

Lists all Sales Literature and provides the filters to find the Sales Literature by Title, Subject, Organization, Employee Contact and Expiration Date attributes. Should be integrated into Site Map/Marketing and Site Map/Sales.
Download Marketing Section Custom Views

Sales Section Custom Views

Advanced Accounts

Lists all Accounts and provides the filters to find the Accounts by Name, Industry, City and other attributes. Should be integrated into Site Map/Workplace, SiteMap/Sales and Site Map/Service sections.

Advanced Competitors

Lists all Competitors and provides the filters to find by Name, City, Country/Region and Key Product. Should be integrated into Site Map/Sales.

Advanced Contacts

Lists all Contacts in MS CRM. Allows to search Contacts by personal information as well as by Parent Account fields. Should be integrated into Site Map.

Advanced Invoices

Lists all Invoices in MS CRM. Allows to search Invoices by Status Reason, Amount, Customer, Price List and other fields. Should be integrated into Site Map/Sales.

Advanced Leads

Lists all Leads and provides the filters to find the lead by Topic, Company Name, Created Date, Priority, Rating, Sales Stage and other attributes. Should be integrated into Site Map/Marketing and Site Map/Sales.

Advanced Marketing Lists

Lists all Marketing Lists and provides the filters to find by Name, Purpose, Cost, Status, Marketing List Member Type and 'Last Used On' date. Should be integrated to Site Map/Sales and Site Map/Marketing.

Advanced Opportunities

Lists all Opportunities and provides the filters to find the Opportunity by Status, Rating, Priority, City, Country/Region, Potential Customer and other attributes. Should be integrated into Site Map/Sales section.

Advanced Orders

Lists all Orders in MS CRM. Allows to search Orders by Status, Shipping Method, Customer, Amount and other fields. Should be integrated into Site Map/Sales.

Advanced Products

Lists all products in MS CRM and provides the filters to find the products by Product Type, Product ID, Product Name and Subject. Should be integrated into Site Map.

Advanced Quotes

Lists all Quotes in MS CRM. Allows to search Quotes by Name, Status, Closed On, Amount and other fields. Should be integrated into Site Map/Sales.

Advanced Sales Literature

Lists all Sales Literature and provides the filters to find the Sales Literature by Title, Subject, Organization, Employee Contact and Expiration Date attributes. Should be integrated into Site Map/Marketing and Site Map/Sales.
Download Sales Section Custom Views

Service Section Custom Views

Advanced Accounts

Lists all Accounts and provides the filters to find the Accounts by Name, Industry, City and other attributes. Should be integrated into Site Map/Workplace, SiteMap/Sales and Site Map/Service sections.

Advanced Cases

Lists all Cases and provides the filters to find the Case by Priority, Title, Case Number, Product, Customer Account and Customer Contact. Should be integrated into Site Map/Service.

Advanced Campaigns

Lists all Campaigns in MS CRM. Allows to search Campaigns by Name, Campaign Type, Revenue, Campaign Code and Budget fields. Should be integrated into Site Map/Service.

Advanced Contacts

Lists all Contacts in MS CRM. Allows to search Contacts by personal information as well as by Parent Account fields. Should be integrated into Site Map.

Advanced Contracts

Lists all Contracts and provides the filters to find the Contracts by Status, 'Created On' date, Contract Name, Customer, Contract ID and Contract Template. Should be integrated into Site Map/Service.

Advanced Products

Lists all products in MS CRM and provides the filters to find the products by Product Type, Product ID, Product Name and Subject. Should be integrated into Site Map.

Advanced Services

Lists all Services and provides the filters to find the Services by Status, 'Created On' date, Duration, Name, Organization and Granularity. Should be integrated into Site Map/Service.
Download Service Section Custom Views

Workplace Section Custom Views

Advanced Accounts

Lists all accounts and provides the filters to find the accounts by name, industry, city and other attributes. Should be integrated into Site Map / Workplace.

Advanced Contacts

Lists all contacts in MS CRM. Allows to search contacts by personal information as well as by parent account fields. Should be integrated into Site Map.
Download Workplace Section Custom Views

Account Associated Custom Views

Advanced Cases

Lists associated Cases. Should be integrated into the navigation pane for the Account entity using the Entity filters tab.

Advanced Contacts

Lists associated Contacts. Should be integrated into the navigation pane for the Account entity using the Entity filters tab.

Advanced Contracts

Lists associated Contacts. Should be integrated into the navigation pane for the Account entity using the Entity filters tab.

Advanced Invoices

Lists associated Invoices. Should be integrated into the navigation pane for the Account entity using the Entity filters tab.

Advanced Opportunities

Lists associated Opportunities. Should be integrated into the navigation pane for the Account entity using the Entity filters tab.

Advanced Orders

Lists associated Orders. Should be integrated into the navigation pane for the Account entity using the Entity filters tab.

Advanced Quotes

Lists all Quotes in MS CRM. Should be integrated into the navigation pane for the Account entity using Entity filters tab.

Advanced Sub-Accounts

Lists associated Sub-Accounts. Should be integrated into the navigation pane for the Account entity using the Entity filters tab.
Download Account Associated Custom Views

Contact Associated Custom Views

Advanced Cases

Lists associated cases. Should be integrated into the navigation pane for the Contact entity using the Entity filters tab.

Advanced Contracts

Lists associated contracts. Should be integrated into the navigation pane for the Contact entity using the Entity filters tab.

Advanced Invoices

Lists associated invoices. Should be integrated into the navigation pane for the Contact entity using the Entity filters tab.

Advanced Opportunities

Lists associated Opportunities. Should be integrated into the navigation pane for the Contact entity using the Entity filters tab.

Advanced Orders

Lists associated Orders. Should be integrated into the navigation pane for the Contact entity using the Entity filters tab.

Advanced Quotes

Lists associated Quotes. Should be integrated into the navigation pane for the Contact entity using the Entity filters tab.

Advanced Sub-Contacts

Lists associated Sub-Contacts. Should be integrated into the navigation pane for the Contact entity using the Entity filters tab.
Download Contact Associated Custom Views

Opportunity Associated Custom Views

Advanced Invoices

Lists associated Orders. Should be integrated into the navigation pane for the Opportunity entity using the Entity filters tab.

Advanced Orders

Lists associated invoices. Should be integrated into the navigation pane for the Opportunity entity using the Entity filters tab.

Advanced Quotes

Lists associated Quotes. Should be integrated into the navigation pane for the Opportunity entity using the Entity filters tab.
Download Opportunity Associated Custom Views

Order Associated Custom Views

Advanced Invoices

Lists associated invoices. Should be integrated into the navigation pane for the Order entity using the Entity filters tab.
Download Order Associated Custom Views

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