Search views
Each type of record—whether it’s People, Organizations, Opportunities, or Projects—features its own dedicated search view where you can view all active entries for that category. You can also use the Search feature to find a specific record—just begin typing in the name of title of the record that you want until it displays in the search results.
Layout options
Each search view offers a least two layout options for enhanced usability: the Card View and the List View. Both options are designed to help you efficiently manage and access your records.
The Opportunity search view has an additional view: the Kanban view, which organizes opportunities into various stages, displayed as columns on a single board.
Card view
In Card View, each record is presented as an individual card, offering a snapshot of key information in a visually pleasing manner. This makes it easy to scan multiple records at a glance.
Person card
The Person card displays the following information, which is derived from the user’s Person record:
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User’s profile picture. |
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User’s name. |
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The user’s job role. |
Organization card
The Organization card displays the following information, which is derived from the user’s Organization record:
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The organization’s logo. |
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The organization’s name. |
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The organization is either a Customer or a Supplier. |
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The job role of the employee in charge of the organization’s account. |
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The name of the employee in charge of the organization’s account. |
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Indicates the number of opportunities being worked with this organization. |
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Indicates the number of projects being worked with this organization. |
Opportunity card
The Opportunity card displays the following information, which is derived from the user’s Opportunity record:
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The logo of the organization offering the opportunity. |
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The title of the opportunity. |
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The name of the organization offering the opportunity. |
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The opportunity stage. |
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The expected revenue and recurring revenue (if appropriate) from the opportunity. Note: This data is not displayed for all users. |
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The overall status of the opportunity. |
Project card
The Project card displays the following information, which is derived from the user’s Project record:
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The customer’s logo. |
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The project number. |
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The title of the project. |
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The name of the customer/organization. |
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The status of the project. |
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The overall status of the project. |
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The percentage of time that passed between the start and end date of the project. |
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How much of the calculated revenue has been generated from the project. |
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The profit margin so far. |
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How much of the project has been completed so far. |
List view
On the other hand, the List View organizes records in a streamlined, table-like format, ideal for those who prefer a more traditional and detailed overview.
Person list view item
The Person list view item displays the following information, which is derived from the user’s Person record:
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User’s profile picture. |
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User’s name. |
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The user’s job role. |
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The user’s email address. |
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The user’s phone number. |
Organization list view item
The Organization list view item displays the following information, which is derived from the user’s Organization record:
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The organization’s logo. |
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The organization’s name. |
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The organization is either a Customer or a Supplier. |
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The name of the employee in charge of the organization’s account. |
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The job role of the employee in charge of the organization’s account. |
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Indicates the number of opportunities being worked with this organization. |
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Indicates the number of projects being worked with this organization. |
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Indicates the number of invoices are currently overdue. |
Opportunity list view item
The Opportunity list view items displays the following information, which is derived from the user’s Opportunity record:
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The logo of the organization offering the opportunity. |
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The department of the organization offering the opportunity. |
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The title of the opportunity. |
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The name of the organization offering the opportunity. |
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The profile photo of the employee overseeing the opportunity. |
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The name of the employee overseeing the opportunity. |
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The jobe role of the employee overseeing the opportunity. |
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The expected revenue and recurring revenue (if appropriate) from the opportunity. Note: This data is not displayed for all users. |
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The expected end date of the opportunity. |
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The opportunity stage. |
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The overall status of the opportunity. |
Project list view item
The Project list view item displays the following information, which is derived from the user’s Project record:
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The customer’s logo. |
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The department of the organization offering the opportunity. |
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The title of the project. |
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The name of the customer/organization. |
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The start and end dates of the project. |
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The status of the project. |
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The profile photo of the employee overseeing the project. |
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The name of the employee overseeing the project. |
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The jobe role of the employee overseeing the project. |
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The current budgetary data. Note: This data is not displayed for all users. |
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The overall status of the opportunity. |
Kanban view
This layout allows you to easily track the progress of each opportunity from inception to completion. This added view complements the existing layout options, giving you more flexibility to manage opportunities in a manner that best suits your workflow.
Kanban column
Each column aligns with one of the stages of the Opportunity cycle. You can drag and drop cards from one column to another. Each card in the column displays the same information as is displayed on the card view.
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The stage of the opportunity. |
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The number of cards in the column. |
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The total expected revenue and total recurring revenue of the cards in the column. |
| Revenue data is not displayed for all users. |
