EduMusings

Since the inception of Intelliworks CRM, User Experience has always been at the center of focus.  How we represent forward thinking user experience in the application is to provide personalization features.  This could be the ability to change the layout of sections on the screen, the application remembering the previous sort order of a list, or the ability to create completely personal views of Reports and Dashboards.

The following is a list of personalization features available to Intelliworks CRM users.  This means that Intelliworks will remember how you used or interacted with these features.

Sidebar

• Sidebar collapse: The Sidebar provides access to strategic functions such as Search and Quick Create.  You also have the ability to collapse the sidebar to provide more real estate for viewing data within the application.  

• Sidebar Sections collapse: Within the Sidebar are sections that can be collapsed.  So if you don’t use the Calendar, collapse it and you won’t see it anymore.

• Recent Items: This section will list the last five records that you have accessed, allowing for quick navigation to previous work.

• See Sidebar for more details.

List Views

• Custom Views: create custom views of data where you can build you own custom criteria, select the number of rows to display, and select the fields and order in which to display.

• List View Sort Order: Sort a list by a column in Ascending or Descending order, leave the view and come back at a later time - yep, we remember that.

• See List Views for more details.

Workspace

• Layout: Drag-and-Drop the components within the Workspace to arrange the layout.  Intelliworks will automatically save the layout for you.

• Widgets: Add New Widgets - these could be lists, tables, or charts.

• See Workspace for more details.

Detail View 

• Snapshot vs. Full View: When you view a record for the first time it will appear on the Snapshot mode meaning you will only see the top four fields of that record.  Click on the down arrow to show the Full Record View.

• East Region boxes follow you: The boxes in the East Region of the Detail View will follow you when you scroll down to view the record.

• See Detail View for more details.

Dashboards 

• Personal Dashboards: You can create a Dashboard page and fill it with charts that are all for you.  The best part is that no one else will know those charts even exist.  A truly personal Dashboard into the activities that are important to you.  If you want to share it you can by individual, group, or to every user. 

• See Dashboards for more details.

Tags 

• Quite simply the most underrated feature in the system.  Tags are a quick and easy way to associate records across the system.  For example, for your Information Sessions you will manage Events, send Email Campaigns, respond to Inquiries, and run Reports.  In any system there is no definitive way to relate all of these different types of activities together - but now you can, with Tags.  Tag each of the records related to Information Sessions and when you click on the tag from the sidebar every record, whether or not they are actually directly related to each other, will display.

• See Tags for more details.