Custom Views: Make them accessible via URL
Completed
Please give us the ability to display a saved custom view by simply passing in a query string parameter
For example:
https://companyname.salesmate.io/#/app/deals/list ?custom_view=My%20Open%20Deals
The reason for this is that I would like to include links to views in Salesmate that are made available in a 3rd party software platform (ex: app that displays invoicing reports). The idea is sales rep is in invoicing platform and from there they can simply click on a link that takes them to salesmate whereby relevant deals or contacts or companies are shown in custom view that reflects the same companies shown in invoicing report platform.
We just need an easy way to point to a custom view via url. Right now I can't even chat a sales rep to say something like "Check out this view, it will save you tons of time https://companyname.salesmate.io/#/app/deals/list?custom_view=SuperAwesomeTimeSaverView
It seems really silly not to have the ability to call views via url.
I would much prefer to also let me filter list pages via URL. I was told that a limitation of URL length 2048 is why it was removed from Salesmate. I think it was a mistake. You should have left that in there and simply let user know in help docs that they are limited to a certain URL length.
Why not allow for both? POST filtering (which is how it happens now when you select filters) AND also GET url request? Give the user MORE power and MORE flexibility please. This is very important for making very low level simplistic "connection" between different systems. Its rudimentary but still very effective.
-
The requested feature is now available. You can try out
https://your-link-name.salesmate.io/#/app/contacts/list?viewId=your-view-id
Right now, view ids can only be fetched using API calls or if you are creating a run time view.
Please sign in to leave a comment.
Comments
4 comments