New Multiple Form Views, Import Templates Sharing and more

Users can now set up their own Views on the Detail tab of Accounts, Contacts, Leads and Opportunities. Users can choose which fields they commonly use — and need to see — and exclude those they never use from these Views.

Views are created by selecting the Manage Views option and then clicking on Create New. Once a name for the view has been entered, all fields available to view in the Detail tab of that type of record are listed and the user can deselect those that they do not want to see in their custom view.

There are 2 default views — “Full View” (this view shows all data on the form and cannot be modified) and “System View” (this view shows all default fields). Views can be private to the individual or be shared with other users. Users can also select Views when adding new records.

In this release, we’ve worked on updates to the Indicators tab used by Manager level users and have added additional KPIs (metrics). You can now select to view All Indicators, Leading Indicators or Lagging Indicators and can also easily swap between Users Indicators and Sales Units Indicators. Choose from the “Trend View” or “Bar View” to do your comparisons.

Once you’ve selected a KPI, you can now drill down into the underlying data by clicking on the trend graph or bar chart.

Selecting a record allows you to see more details in the right-hand panel and you can even select all — or some — records and run an Automatizer process or even send out a Mass Email! You can use this feature from Insights as well as from Indicators.

Other useful improvements include:

The ability to share your field mapping import templates so that your colleagues can use them when importing data from the same file layout. The owner of the mapping template and the date it was created is also displayed.

Another import improvement has made it easy to map a Contact’s Job Title when importing just Contacts or Leads/Opportunities with Accounts and Contacts.