Data Viewing

Introduction to data viewsData filtering in viewsCreate flexible searchesSearch for records created within a date rangeCreate a view for nested field recordsSubqueries in ViewsView data by territory or branchInclude thumbnail pictures in a list of recordsShow column totals in viewsCreate heat mapsUse GPS proximity searchingCreate PDF documentsPrint a list of records as a PDF

View data by territory or branch



Minimize data risk by having users only access the information they're authorized to see. Filter information by branches, departments, and groups of people such as directors or C-suite.