SalesCentric Custom Views brings filters to list forms that allows every user to get to the needed data with a few mouse clicks. When you type part of the name or city or select an option from the options list; you will instantly
get the record you need. Now Custom Views also supports editing in place for text fields for the primary entity.
Custom Views makes marketing segmentation easy. As an example, if marketing wants to organize a loyalty event, inviting customers and prospects from large companies to the US Open Golf Championship - Letting new prospects to network with satisfied customers who are our best ambassadors and references. Tailor the view and export the data in seconds for mail or calling lists!
See how sales personnel can benefit from using Custom Views. Among many useful examples, the sales professional is looking at a contact person, identifying university classmates and explores and capitalizes on these relationships. Displaying data from related entities gives a complete data picture – in one view!
Custom Views gives service personnel the ability to quickly find the required Orders for an account. Using real-time, multi-field filtering lets you drill down to the data you need quickly and effortlessly. And filters can be stored for future use!
See how Custom Views facilitate searching the required invoices of the particular account. Auto-complete in search fields makes it quick and easy to filter and drill down to the required data!
