• Email Address: sales@raalink.com
  • Phone number: + 91 484 4034446

1.     Type of Views.

 

The records in various entities are displayed in the CRM through the following type of views: -

a)    List View. The entire records in an entity (Accounts, Opportunities, Contacts, Leads, Tasks, etc) that are accessible to the users are listed with total count on the right corner. The User cannot edit in the List View (except Mass Update which is explained below).   



Details View.  From the List View any one Record can be selected and the Detail View Opens wherein all the fields of the Selected Record is available to the user to view and Edit (if rights are provided).