Views

Within the CRM you will be presented with various views. These views are structured to present you with key information through the record management process. There are three main views:

1. List View
2. Detail View
3. Edit View

List View
This is the view that you are presented with when you navigate to your desired module.



The List View compromises of many actions that you can carry out to manage records. These are:

1. Search Records – provides you with the ability to perform basic and advanced searches.
2. Sort Records – clicking on the column name will sort the record list by that column either ascending or descending, if sorting is enabled.
3. View Records – clicking on any hyperlinked data will take you to the Detail View of the record.
4. Edit Records – clicking the pencil icon will navigate you to the Edit View for that record.
5. Delete Records – you can select records and then select the delete option to delete records from the module.
6. Mass Update Records – you can select records and then select the mass update option to update data on all selected records.
7. Merge Records – you can select records and select the merge option. This will begin the merge records processes. You can select a primary record and then can merge the data from the duplicate records into the primary record. Once saved, the duplicate records will be deleted and all data/history merged to the primary record.