Plan Availability | All plan types |
Permissions | General Access: Add, sort, group, and filter records. |
Related Reading |
Quick Tips for Record Management
1. Add a Record
Quickly create new records within your table to keep your data updated and organized.
Simply click on the "+” icon at the bottom of a Grid view, or at the bottom of a grouped section in the grid.
2. Sort Records
Arrange records in ascending or descending order based on specific fields for easy data analysis.
3. Group Records
Organize records into logical groups to visualize data more effectively and streamline your workflows.
Select “Group” from the report toolbar and add up to 3 groupings to your Grid view.
4. Filter Records
Apply filters to focus on the data that matters most, helping you refine views and make informed decisions.
You can add individual filters or “Filter Groups” that allow you to combine conditions for more complex filters.
Practical Use Cases and Scenarios
1. Adding Client Information
Scenario: A sales representative needs to add a new client to the CRM.
Solution: Use the "Add Record" option to quickly input client details.
Outcome: Keeps the CRM updated with new client data for accurate reporting.
2. Sorting Project Deadlines
Scenario: A project manager wants to prioritize tasks by deadline.
Solution: Sort records by the "Due Date" field in ascending order.
Outcome: Provides a clear view of upcoming tasks to focus on.
3. Grouping Tasks by Status
Scenario: A team lead wants to view all tasks grouped by their current status (e.g., To Do, In Progress, Completed).
Solution: Apply the "Group Records" option by the "Status" field.
Outcome: Simplifies tracking of task progress across the team.
4. Filtering Sales Opportunities
Scenario: A sales manager needs to focus on opportunities worth over $50,000.
Solution: Use the "Filter Records" option to display only opportunities meeting the criteria.
Outcome: Helps prioritize high-value opportunities and allocate resources effectively.