Friday, 15 November 2013

Columns Visibility - The New Zimplu CRM Feature

There are a lot of people who need information right away, and clicking on each contact/company from the list to view a specific information is time-consuming and not efficient for them. This need is specific to some kind of businesses, but we found out that there are a lot companies who use Zimplu and they asked us for this feature.

We have now implemented this feature, and from now on you will be able to select the fields that will show up as columns in your list of companies, contacts etc.

How does it actually work?
Lets say you select the company section, so the Companies List from your database will show up. In you Companies List you will see only 5 fields that we considered to be the most important: company name, email address, phone number, mobile phone number, and the owner of the company.

As you can see in the picture above, we added a new button, it looks like an eye. If you click the "eye", a new page will pop-up where you will be able to select the fields you want to see by simply dragging and dropping the field name from the Not Visible to Visible as shown in the picture below.
In this case, we added a new field to visible columns, the State field. If we save, and then we go back to our list of companies, we will now have the State column available, and we won't have to click the company in order to see where is that company from.
In case you made a mistake and you want to go back to the default settings, you can click on the Reset View to Default Settings on the top right corner.
You can remove fields from the Visible Columns anytime you wish in order to keep your CRM the way you want.

Note: If you make these changes as an administrator, it doesn't mean that they will apply to all of your users. Each user is free to make Zimplu show the information he considers to be the most relevant to the type of work he is doing.

This new feature is available for ALL sections in Zimplu CRM: companies, contacts, support tickets, or opportunities.