Overview

This enhancement applies to the data sets for Pre-Leads*, Prospects, Residents, Referring Contacts, Contacts, as well as the universal "Search for something" result set. The new List View offers a powerful and customizable way to manage and visualize your data, improving efficiency and user experience.

Key Benefits:

• Enhanced Data Visualization
  • The new view provides a clear and organized way to visualize and manage large datasets
• Improved Efficiency
  • Customizable columns and filters save time, allowing users to configure their views to display the most relevant information quickly
• Streamlined Workflow
  • Quick action icons for phone calls, emails, and text messages enhance communication, ensuring users can contact individuals without leaving the CRM
• Persistent User Preferences
  • Automatic saving of configurations means users spend less time setting up their views and more time on productive tasks
• Flexibility and Customization
  • The Column Library and Filters offer a high degree of customizations, accommodating diverse user needs and preferences
• Easy Data Export
  • Export options for Excel and CSV files facilitate data analysis and reporting, enhancing data portability

Features and Functionality

• Category-Specific Records:
  • Users can select their desired People category to view
  • By default, the list displays records in an Active Status, with an option to include Inactive records via the Filter feature
• Unique Default Columns:
  • Each person type (Pre Leads*, Prospects, Residents, Referring Contacts, Contacts) has a unique set of default columns
• Customizable Columns:
  • You can drag and drop columns to reorder them directly within the table or from the Column Library

• Column Library:
  • Easily add or remove columns in real-time by checking or unchecking options in the Column Library

• Advanced Filtering:
  • Users can apply filters for each column from the Filter list on the right-hand side or directly within the Column header

• Sorting Capabilities:
  • Click a column header once for Ascending order, twice for Descending, and a third time to revert to the default sort
  • Initially, lists are sorted by the creation date of records, from Most Recent to Oldest
• Auto-Save Configuration:
  • Users' configurations, including applied filters and column settings, are automatically saved
  • When users navigate away from the page or log out, the last configured view will be displayed upon their return
• Data Options Button (Dropdown):
  • Users can reset to the default view by selecting "Default View" from the Data Options dropdown
  • The dropdown also provides an option to export data to Excel or CSV files

• Actions Column (for Communications Package only):
  • An Actions Column is always available, enabling quick actions such as phone calls, emails, or text messages
  • Clicking an action icon (call, email, text) opens a new tab with the call, email, or text feature launched
  • Phone Calls: Triggers a call to the individual's mobile number, if available; if not, it calls their home number, and if neither is available, it calls their work number
  • Text Messages: Users must be assigned to the individual to send a text message