Custom Views in Salesmate Follow

Custom Views in Salesmate help you organize and view records based on your requirements. With the updated Custom Views experience, you can choose between Table, Board, and Calendar layouts to manage your records in a way that suits your workflow. These layouts are available across all modules, allowing you to organize and access your records in the format that works best for you.

Topics Covered

• Creating and Managing Custom Views
• View Settings and Permissions
• Table Layout
• Board Layout
• Calendar Layout

Creating and Managing Custom Views

You can create and customize views to display the records and information you need. When creating a new view, you can choose a layout based on how you want to organize and work with your records.

• Navigate to the required module.
• Open View Settings to access your available Custom Views.

• Click the + icon beside the list of views to create a new view. Select the layout you want to use: Table, Board, or Calendar.

• To modify an existing view, select it from the list of available views and open its settings.
• Configure the view settings, filters, and layout according to your requirements.
• Save your changes.

The available options depend on the selected layout, module, and your permissions.

View Settings and Permissions

View Settings let you customize how records are displayed and manage how your changes are saved or shared with other users.

Depending on the selected layout, you can configure the following options:

• Layout: Choose Table, Board, or Calendar to display your records in the format that best suits your workflow.
• Filters: Apply conditions to display only the records that match your requirements, making it easier to focus on relevant information.
• Sorting: Arrange records in your preferred order so you can find and review them more easily.
• Display Settings: Customize the fields and information shown in your view to keep the most relevant details visible.
• Sharing and Permissions: Save changes for yourself or share them with other users, depending on your permissions and the available settings.

• Create a new view or select an existing view to update it.
• Configure the view settings, filters, and layout according to your requirements.
• Save your changes.

The available options depend on the selected module, layout, and your permissions.

Table Layout

The Table layout displays records in rows and columns, making it easy to review multiple records and compare their details in one place. You can customize the columns displayed in your view, configure filters, and set the sorting order.

This layout is useful when you need to review detailed information across multiple records, such as checking contact details, comparing deal values, or finding records that meet specific conditions.

For example, you can create a view of all open deals and display fields such as Deal Name, Owner, Pipeline Stage, and Deal Value. This helps you quickly review your deals and identify which ones need attention.

• Columns: Customize the fields displayed in the table and arrange them in the order that works best for you.
• Filters: Apply conditions using fields from the primary module and, where supported, associated modules to display only the records you need.
• Sorting: Sort records using up to two fields, choose ascending or descending order, and change the order of the sorting fields to organize records as required. 

Board Layout

The Board layout displays records in columns based on a selected field, such as Owner or Pipeline Stage. Each record appears as a card, allowing you to see how records are grouped and track their progress more visually.

This layout is useful when you want to monitor work in progress, track deals through different pipeline stages, or organize records by their assigned owners.

For example, you can group deals by Pipeline Stage to see which deals are in the Qualification, Proposal, or Negotiation stage. This gives you a quick overview of your sales pipeline and helps you identify where follow-up may be needed.

• Group By: Choose a supported single-select or single-user field to organize records into columns.
• Board Settings: Customize the fields displayed on record cards, adjust the card layout, and configure up to four quick actions to access frequently used actions directly from the board.
• Pipeline: Select a default pipeline for modules that support pipelines.
• Filters and Sorting: Filter records to display the ones you need and configure their sorting order within the board.

Calendar Layout

The Calendar layout displays records based on a selected date or date-time field, helping you understand when activities or other records are scheduled or expected. It provides a calendar-based view of your records so you can review upcoming dates and plan your work more easily.

This layout is useful when you need to track scheduled activities, review records by their due dates, or plan work around important dates.

For example, you can create a calendar view of activities based on their due dates to see your upcoming calls, meetings, and follow-ups. This helps you plan your day or week and avoid missing important tasks.

• Show Calendar By: Select an accessible date or date-time field to determine where records appear on the calendar. Formula fields are not supported, and the default is Created Date.
• Show Time: Display the time on the calendar when a date-time field is selected.
• Show Weekends: Choose whether Saturday and Sunday appear on the calendar, depending on how you plan your schedule.
• Sorting: Sorting configured for the view carries across layouts. In weekly or monthly view, sorting applies within each day; in day view, it applies within each hour.