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Accessing the Tool 

  1. To access your CRM, sign in to your member website as an Administrator. Then, hover over the Admin toolbar in the top, left-hand corner of the page. The CRM link should appear in either the Communication or Content Management section, sometimes titled CRM & Data Warehouse.

  2. The information covered in this section is mostly found in the Admin Dashboard of the CRM. To access this, while on the main CRM Dashboard, hover over your name in the top, right-hand corner of the CRM, and click the Setup option.

  3. From here, you will see the CRM Admin Dashboard, which looks similar to the CRM Home Dashboard, but with a different sidebar on the left, and no Application Links at the top.

Adding/Editing a CRM View

A View in the CRM is a screen that displays a high-level overview of a subset of records from within a single Object in the CRM. Views typically have filters in place that will display only records that meet certain criteria. For example, the “Our Members” View will display all records in the Contacts Object that have a status of “Member.” The fields displayed in a view are customizable to match the type of record displayed within. For example, the “Member Number” field makes sense to appear in the “Our Members” View, but not in the “Membership Prospects” view.

Adding a New View

  1. To create your View, you’ll first need to access the Admin Dashboard. Similar to adding Fields, you’ll need to think about which Object this View will reside in. In this example, we’ll be adding the new View “Real Estate Prospects” to the Contacts Object.

  2. To add your new View from here, you’ll first need to open up your Contacts Object for editing. From the left-hand sidebar, click on Options to expand the list and display all of the Objects present in your CRM. Contacts should almost always be the first Object listed. Click on it to expand the list further, and then click on Views to be brought straight to the Views section of the Contacts Object setup screen.

  3. You should now see a list of all available Views within the Object you are editing. To edit an existing View, click on the gray Edit button immediately to the left of its name in the listing. To see a live representation of this View, click on the gray View button immediately to the left of its name in the listing. To add a new View, click on the large blue button titled + Add New View.

  4. You should now see the Edit View screen:

  5. Options: Use this section to configure some final miscellaneous options for this View. The Options available are:

    • Show Add New Record: When checked, a button will be present in the View to allow users to add new records. Unchecking the box will hide this button from this View only.

    • Show Edit Record: When checked, a link will be present next to each record allowing users to edit the selected Record. Unchecking the box will hide this link from all records in this View only.

    • Show Delete Record: When checked, a link will be present next to each record allowing users to delete the selected Record. Unchecking the box will hide this link from all records in this View only.

    • Allow Export: When checked, a button will be present in the View to allow users to export the records within this View. Unchecking the box will hide this button from this View only.

    • Allow Messaging: When checked, users will be able to send messages to records containing email addresses either by hovering the mouse over an email address visible in the View, or by selecting a record and clicking on the Messaging button. Unchecking this box will hide the button from this View only, and also prevent the Message option from appearing under email addresses in this View only.

    • Enable Paging: When checked, this View will be split into pages of 20 records each, which can be scrolled through to view all records. Unchecking this box will force all records returned in this View to load on the same page, and remove the paging for this View only.

    • Security: Generally, security options for Views are not configured from the View itself, but rather in the Role Groups section, so we will not cover this section. By default, all options are set to Inherit From Parent Object. Please contact your CRM Support Team if you need to lock down a View from certain users, as we are happy to cover this with you on a one-on-one basis.

Additional Resources

Creating/Editing Fields

Creating/Editing Layouts