In this article, we’ll cover the enhancements to the list view in Custom Modules for your sales teams to customize based on your business process and capture additional information.
Let us consider an example of a custom module to capture the details of different vendors who do business with you.
Tabs help you switch between multiple views. By default, the All Vendors tab will be available.
To select a new view, click the + (number of views) more button > Choose the view you want to add as the new tab from the following options:
All views: List of default, custom, and shared views
Default views: List of default views only
My views: List of custom views (views you have created by applying filters)
Other views: List of shared views from other users
Click + Add new view to add a new tab. You can filter based on your preference and save the new view.
Note: You can also use Ctrl + O (Windows) or Command + O (Mac) to add a new view
Add New Record
Click the Add Vendor button to add new records to the Custom Module.
Click Import Vendors to add multiple records via .csv or .xlsx file.
Click the drop down button and click View import history to view the status of the records that are imported.
Click on Customize table to customize the columns and fields in the table view. Customize the fields on cards using the customize cards button when you’re on any of the Card views.
Customization options are on a user and admin level. Every user can customize the list view based on their requirements.
You can choose a maximum of 50 fields (columns) in the list view
The most recent customization (set by the user or admin) will apply for the user. The user will be notified about the recent customization by the admin.
Perform quick actions on the list of Vendors from the Action bar.
The following are the actions you can perform on the actions bar:
Switch between view types
Click the dropdown in the Action bar to switch between the different view types. You can choose between the Table and Group by (card view that groups records based on specific fields) views.
Group records based on a field value using the Group by option.
The Group by option is applicable only if you have configured territories or if you have custom drop down fields in your account.
The view will change from Table to Card view when records are grouped.
To perform bulk actions, select the records you want to take bulk actions on. You can select up to 100 records at a time.
You can choose from the following bulk action options:
Click Cancel bulk selection undo the bulk selection
Note: You can also manually select more than one record to open the bulk action options
Click the filter icon to open the Filter overlay. You can add a filter or a combination of filters to run your search.
The table view gives you an excel or spreadsheet-like experience, helping you make quick changes to records.
Click the button to switch between compact and comfortable views
Click the dropdown on the columns to perform the following options:
Sort ascending - Sorts column values in ascending order
Sort descending - Sorts column values in descending order
Add column to the right - Adds a column to the right (you can choose the field to add)
Add column to the left - Adds a column to the left (you can choose the field to add)
Collapse column - Minimizes the column/field in the table
Remove column - Removes column/field from the view
Edit all columns - Lets you choose which columns you want to view
Rename field - Change the name of the field. This will be reflected in all touchpoints in the CRM
Clone field - Make changes on top of a field from the ADD FIELD overlay and add the newly created field as a column to the right.
Delete field - Delete the field across all touchpoints in the web application.
Add as filter - Opens the filter on the right with the column field as the filter condition
Click the ‘‘+’ icon near the last column to add additional columns
Card Views - Compact and Expanded Cards
Compact cards come with field values only while expanded cards include field values and their labels.
- Fields in the cards are customizable at a user level
- Drag and drop cards to move them from one column/group by field to another
- You can choose a maximum of 6 fields (including the Name field) per card in the Card views. The Name field cannot be removed.
Note: Card views are available from the Growth plan.
Clicking on the name of a record opens the summary slider for a quick view of all the fields associated with the record. The summary slider will function in both the Table and Card views
Sections related to your custom module like files, activities, etc. can be accessed in the summary slider. You can also view custom lookup fields created and associated with the custom module here. For example, deals associated with the vendor will show up here.
Click on Copy link to copy the record link, share it with others in Freshsales. When the receiver clicks on the shared link, they can view the the slider on the list page
Navigate to summary details of previous and next contacts from here by clicking on the arrow keys on the top right
Click on Manage sections to reorder, enable and disable relevant sections in the summary slider