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Custom Views key features

  • Create list forms with filters for almost every entity in CRM in a WYSIWYG query builder.
  • Integrate crafted list forms in MSCRM navigation system including site map and navigation panes.
  • Use any combination of single options, multi options, range and text box filters enhanced by auto complete feature to get to the needed data with a few mouse clicks.
  • Save filter values as a named filter and apply it any time later.
  • Add a column or a filter to a list form on fly for a few clicks in a WYSIWYG query builder.
  • Bring data from the primary entity as well as its related entities without limitations for the relations level number.
  • Export Custom Views results into Excel.
  • Utilize out-of-the-box Custom Views definitions instead of CRM’s default views.
  • Search across all relationships in CRM to find the people who have specific relationships with your prospect employees.
  • Search across any associated records using easily configured filters such as city, address, first and last names, job titles and even custom fields.
  • Display both Activities and History in the same list.
  • Add contacts from Custom Views directly to Marketing lists.
  • Design Custom Views in a test environment, export them and use them in the production environment.
  • Integrate Custom Views in your solutions by linking them into an inline frame.
 

Creating a Custom View

Using Custom Views

Custom Views



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