Home screen

New and improved home screen allows user to see all modules and features at a glance. The Color band on top of the screen displays different Category names on mouse over. When a category is selected it updates the Queries and Report items according to the selected category. Maximum of 8 categories can be displayed as color bands and the rest will be under blue setup Icon.


Select categories for home screen

  1. Click on the blue setup icon to open the category selection page.
  2. Click on the check-box to select the categories to be displayed on the home screen color band, then refresh the home screen.

Note: Maximum of 8 categories can be displayed on the home screen.

  1. Once all the selected Categories are added to the color bar. Mouse-over to view all the categories on the color band and click on a color to select the Category.
  2. When a Category is selected it updates the query and report items according to the selected Category.

Recent Items:Recent items display a user’s recent activities in SF CRM. And allows the user to pin and save their favorite or actively used items for later use.

  1. The Drop down on the side lets user’s select Pinned items or Recent items on the list. By default Recent Item’s list are selected.
  2. Recent items keep on changing when the user uses the application.



Pinned

  1. Users will be able to save their favorite Items By pinning them. To Pin an item move the mouse over the Item and click on the pin icon.
  2. To see the pinned list, select pinned option from the dropdown list as shown below.

  1. The pinned list contains all the pinned items or all the favorite items

  1. To Unpin any item, move the mouse over the item and click on remove pin icon.
  1. After using the application for sometimes you can refresh the list of recent items by clicking on the recent items Icon.


Filter

  1. Recent Items can be filtered using the Object Drop-down of the Search. Respective Icons will show up beside the record.
  2. Select an object from the drop-down list, and then click on the recent Items Icon to refresh the list. Respective Icons will show up beside the record.

Queries:A Query is a request for information from a database. Here the users can look up different queries such as List of all Opportunities or the list of selected customers. Users can even add frequently used queries to the list and build and design new queries using Query Manager located at the top of the list. When a Category is selected form the color bar at the top of the screen, Queries related to that category will be displayed.

  1. Users can add more Queries using the “+” sign

  1. Clicking on the “+” sign opens the window shown below. 
  2. User can Select Table for the query, from the drop-down list.
  3. Select Query associated with the table from the drop-down list.
  4. Click on Add to add the query to the list or click on Close to close window without any changes.
  5. User can delete a query by moving the mouse over the query and clicking on X.

Reports:Reports are detailed and informative list of records in an organized format for specific audience or purpose. A Report helps the users to make educated decisions based on the report. Users will be able to add their favorite reports to the list for convenient access. They can also build new reports with the help of Report Manager at the top of the list.When a Category is selected form the color bar at the top of the screen, Reports related to that category will be displayed.

  1. Users can add more Reports using the “+” sign

  1. Clicking on the “+” sign opens the window shown below. 
  2. User can select the Table for the Report from the drop-down list.
  3. Select a Report associated with the table from the drop-down list.
  4. Click on Add to add the query to the list or click on Close to close window without any changes.
  5. User can delete a query by moving the mouse over the report and clicking on X.

Links:Links displays the list of all the inbuilt tools and links in SF CRM, as well as allows the user to add new links according to their needs and wants. Users will be able to add their most frequently used links, their website, marketing link etc.When a Category is selected form the color bar at the top of the screen, Links related to that category will be displayed in addition to the fixed links or the links to the inbuilt tools in the CRM.

Note: Fixed links cannot be deleted and will appear same for all selected categories.

  1. Links will display the list of inbuilt tools and links in the application.
  2. Users can add new links using the “+” sign.

  1. Clicking on the “+” sign opens the window shown below. 
  2. Type in the URL Title.

Example: Soffront

  1. Then type in the URL address.

Example: www.soffront.com

  1. Click on Add to add the link to the list or click on Close to close window without any changes.
  2. User can delete a link by moving the mouse over the link and clicking on X except the fixed links.

 


Step 2: Home Setup – Create a categoryUsers will be able to manage their home screen Categories using this screen. They can add New, Modify, Modify Order and Delete and categories on their home page from this screen. Add a New Category

  1. Click on Home Setup under My Setup menu on Settings Page. This page displays a list of Home Categories which can be added to the color band in Home screen.

  1. Click on New Button on Home Category page to add a new Category.

  • Name: Give a name to the category. Example : Services
  • Table: Select a table from the dropdown list. All Queries and Reports for this category are associated with the selected table. The Available Queries and Available Reports lists get populated when the table is selected.
  • Color: Select the color that will represent the category in the color bar

Add Queries

  • Available Queries: List of Queries available for the selected table.

  • On Home Page: This list contains all the Queries that will be displayed on the Home screen when the particular Category is selected. Select Queries from Available Queries list and click on Add button to add it to the On Home Page list.

Add Reports

  • Available Reports: List of Reports available for the selected table.

  • On Home Page: This list contains all the Reports that will be displayed on the Home screen when the particular Category is selected. Select Reports from Available Reports list and click on Add button to add it to the On Home Page list.

Add Links

  • Link Name: If you want to add a link to your home screen under the selected category, type in a name for the link. Example: Website
  • URL: Type in the URL for the link. Example: soffront.com
  • After adding the Link Name and URL, click on Add to add it to the On Home Page list.
  • This will add the link to the Home Screen when the particular Category is selected.

  • Users can also delete the link by selecting it from the On Home Page list then clicking on Remove button.
  1. Click on Save to save settings for Queries, Reports and Links for the Category. The category will be added to the Home Categories list.
  2. Refresh Home screen then click on the blue button to find your added category.

Note: Any query /report/link added dynamically from the Home Page will automatically be listed in this screen.Edit: Edit allows user to make changes to existing categories.

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  1. Select the category from the list then click on Edit, modify according to need.
  2. Then Click on Save button to save all changes.

Delete: Delete allows users to remove a category permanently when not in use.

  1. Select the category from the list then click on Delete.

Modify order: This will allow users to setup the order in which the categories will be displayed on the Home Screen.

  1. Select a category from the list then change the Order number to change its position on the color bar.
  2. Click on Save to save changes.



Home Setup for Group Default: The Home Setup under Group default allows Administrators to Manage (New, Modify Categories, and Delete), Reset and Update the home Screens of the users in a Specific group.


New: This button will open a Pop-up, where users can enter the Name for the Home Screen Template. Once Saved the Template will be created and will be available for Modification using the Modify Categories Button.

Modify Category: Clicking on this button will open setup page with all its functions. This will allow the Admin/Administrators to create categories and design the Template.Delete: This will allow Administrators to delete any unused Home Templates.Reset: This will Reset the home of the user with the one assigned by the Administrator.Update: will update the Existing Home Template of the users with the home designed by the Admin. In this process New Categories and there corresponding Queries will be available on the Users Home page. Any updates in existing categories will also be available for the users post update.
Global Search: When you have ‘All’ in the ‘Main table list’.

This would let you search across multiple module tables as set in your Query Preference (  My Setup > Query > Step 3. Global Search > Scope.)
Quick Search: When you pick a specific Main Table (i.e. Module Table)

This would let you search with in a specific Table (e.g. Account) and also enables the Advance search option for you. With
advanced search you will be able to search with in specified Table fields