Module Views - An Overview

Module Views - An Overview

Module Views - An Overview


Module views give you ways to sort, categorise, and view your records. they help you prioritise your tasks by viewing only those records that you need the most. In the CRM, you can choose to view the records in three different ways: List view, Kanban view, and Canvas view.

List Views - In the list view the records are grouped under a defined set of criteria. List views are categorised under Created By Me and Shared With Me. You can also mark list views that you often use as Favorites and those will be listed first in the List View drop-down. There are two types of list views available in the CRM:

  • Standard List Views: The CRM provides a set of list views that are ready to be used by all the users in your organisation. You can modify the standard views and sort the order of the columns in the list. You cannot delete these list views.
  • Custom List Views: You can create list views and define your own criteria based on which the records are filtered. You can modify and delete the custom list views and also sort the order of the columns in the list.

Kanban View - Kanban view is a card-based view that displays the data in an organised manner for better comprehension. For example, you can sort the leads based on their status or categorise the sales depending on different stages. This sort of information gives better insights about potential bottlenecks and lets you fix them effectively.

Canvas View - This option lets you completely personalise the way you view the records. You can either choose from a gallery of design templates or create and customise one that suit your business needs. The design layout editor lets you define additional customisations to the records display.

List View
Create a list view for the records by either selecting from the predefined criteria or customise based on your requirement.


Kanban View
Create card-based Kanban view that displays the data in an organised manner in columns, all the modules.


Canvas View
Design or build your own view for the CRM modules.



    • Related Articles

    • An Overview

      CRM for iPad - An Overview The CRM for iPad is a native application that enables you to access and work with your Online CRM data from your iPad. With this mobile application you can currently access and manage your Leads, Accounts, Contacts, ...

    • Managing List Views

      Managing List Views Standard List Views Create Custom List Views Select All Records in a Custom List View Edit Criteria Patterns Use Last Activity Time in Criteria Clone Custom List View Edit Standard List View Sort Records in List View Delete Custom ...

    • Creating Kanban Views

      Creating Kanban Views Create a Kanban View Edit Kanban Settings Working with Kanban View Kanban view is a card-based view that displays the data in an organised manner for better comprehension. For example, you can segregate the leads based on their ...

    • Projects Overview

      The Projects, Companies and Roles modules are where the Data feed from Barbour ABI will filter through after import. Within the CRM, this is the basic view of what you will see: When you select a Project, your view will change to this: Above you can ...

    • Many-to-Many Module Association in the CRM

      Many-to-Many Module Association in the CRM Example Scenario How to create a multi-select lookup field Linking Module - An Overview Working with a linking module Your sales data are often inter-related. When you maintain this data in the CRM, you need ...