How to Create a Custom View

Cut through the clutter and see your data, your way! A Custom View in Smackdab is a powerful feature that lets you filter, sort, and display your information according to your exact needs. It empowers you to create personalized snapshots of your contacts, deals, activities, or any other data, so you can work more efficiently.

Key Features of Custom Views:

• Filter with Precision: Set specific conditions to display only the most relevant records, hiding all the noise and letting you zero in on what's important.

• Sort for Clarity: Organize your records by any field you choose, such as creation date, deal value, or priority level, so you can easily see what needs your attention first.

• Choose Your Columns: You decide what information you want to see! Handpick the exact fields or columns to display, creating a clean and focused workspace.

• Save for Quick Access: Love the view you just created? Save it for future use! This allows you to instantly pull up your most frequently used data configurations in a single click.

• Always Up-to-Date: Custom views are dynamic and refresh in real-time. You can trust that you're always looking at the most current information, ensuring accuracy in all your efforts.

The Benefits of Using Custom Views:

• Boost Your Efficiency: Empower your sales team to focus on the data that truly matters without wasting time sifting through irrelevant information.

• Personalize Your Workspace: Allow every user to tailor their view to perfectly match their unique workflow and preferences, making their work more intuitive.

• Make Smarter Decisions: By highlighting the most critical data, custom views help your team prioritize tasks, identify opportunities, and take effective action faster.

See It in Action:

• A sales manager can create a custom view to track all deals over $10,000 that are set to close this month.

• A sales representative can set up a view to see only their high-priority follow-up tasks that are due this week.

• An admin can configure a view to instantly review all deals across the team that have become overdue.

How to Create a Custom View

1. Navigate to any entity, such as Contacts, Companies, Deals, or Activities.

2. By default, the List View will be displayed.

3. Click the “+ View” button.

4. The Create View page will open, where you will need to:

• Enter a name for the view.

• Select the view type: List View or Kanban View.

5. After selecting the view type, the Manage View page will appear.

How to create a "List" View

1. Go to any entity and click the “+ View” button.

2. Enter a name for the view and select List View.

3. Click the Next button to open the Manage Custom View page.

4. Column Options

   1. The Name Column is selected by default.

   2. In the Column Options section, entity-specific column names are displayed. Use the Column Options search bar to quickly find column names.

   3. Add multiple columns to the list view as needed. All selected columns will automatically appear in the Column Section.

   4. Change the column order by dragging them up or down. This is how it will appear on the List page.

5. Profile View Options:

   1. Profile Picture/Initials: Displays a profile picture or initials next to the username and record name (default setting).

   2. Initials Only: Displays only the initials next to the record name.

   3. None: Hides both profile pictures and initials.

How to Create a Kanban Custom View

1. Go to any entity and click the “+ View” button.

2. Enter a name for the view and select Kanban View.

3. Click the "Next" button to open the Manage Custom View page.

4. Smackdab provides column options specific to each entity for Kanban views.

   1. For the Deals Entity:

      1. To create a Kanban view for a specific pipeline, select “Yes” in the Enable Pipeline System field in the Manage Custom View modal.

      2. After selecting “Yes”, choose a pipeline from the Select Pipeline dropdown.

      3. If not using a specific pipeline, Smackdab offers the following column options: Owner, Source, and Score.

      4. You can also use the Manage Summary option to summarize the Kanban view by Deal Value.

   2. For the Contacts Entity: Column options include Contact Owner and Type.

   3. For the Companies Entity:

      1. Column options include Company Owner, Rating, and Company Type.

      2. You can summarize the Kanban view by Employees or Annual Revenue.

   4. For the Activities Entity:

      1. Column options include Visibility, Availability, and Activity Type.

      2. Summarize the Kanban view by Duration (Minutes).

5. From the Manage Custom View page, you can configure card colors and images:

   1. Universal: Apply the same card color and image across all Kanban views within the entity.

   2. View-Specific: Use unique card colors and images for each Kanban custom view.

Public/Private Views

1. Public View: The custom view is available to all users or specific organization within the CRM. Other users can view and use the view to access data, based on their permissions.

2. Private View: The custom view is only accessible to the user who created it. It is hidden from all other users, ensuring privacy and exclusivity.

How to set Public/Private views. 

1. Navigate to any entity and click the three dots next to the view name.

2. The View Details panel will open. Under the title “View Set As”, you will see two options: Public and Private. Select the option that suits your needs.

3. You can also set the view as Private or Public from the Manage Custom View modal.

Enable Auto-Save Feature in Custom View

The Enable Auto-Save feature in a custom view automatically saves any changes made to the view's configuration, without requiring the user to manually save those changes. This ensures that adjustments to filters, sorting, or column selections are immediately retained.

How It Works

As users make modifications to a custom view—such as pinning or reordering columns, adjusting column width, or wrapping columns—the system automatically saves these updates in the background.

No manual action is needed; users don’t need to click a "Save" button—changes are preserved automatically as they occur.

Auto-Save Applies To:

• Filters and sorting applied to the custom view

• Pinned columns

• Wrapped columns

• Column width adjustments (increase/decrease)

• Column swapping

Enabling/Disabling Auto-Save

Users can enable or disable the auto-save option from the Manage Custom View modal. This option is only available in List View.

Note: The auto-save feature is not available in Kanban View because changes in card positions or stack fields can alter field values.

More Column Options

For List View:

1. Pinning a Column: Click the three dots on the right side of a column to pin it or wrap its text. Pinned columns will remain at the start of the table, and you can pin multiple columns.

2. Changing Column Position: Hover over a column name to see a hand icon. Left-click and hold, then drag the column to the desired position.

3. Adjusting Column Width: Hover over the thin gray line between columns to see a bi-directional horizontal arrow. Left-click and hold, then:

   1. Move the mouse to the right to increase the width.

   2. Move the mouse to the left to decrease the width.

For Kanban View

1. Reordering Cards: Hover over a card to see a hand icon. Left-click and hold, then drag the card to change its position.

2. Bulk Actions: When hovering over a card, a checkbox will appear. Select the checkbox to apply bulk actions.

How to Clone a Custom View

1. Duplication: Creates an exact copy of the selected view, including its filters, columns, sorting order, and visibility settings (private/public).

2. Editable Copy: The cloned view can be renamed and customized without altering the original view.

3. Independent Configurations: Changes made to the cloned view do not affect the original view.

4. To clone a custom view, go to the view pane, click the three dots, and select the Clone View option.

How to Pin Views

Pinning custom views in a CRM allows users to prioritize and easily access specific views by keeping them prominently displayed at the top of the view list or dashboard. This feature is particularly helpful for frequently used views.

Key Features of Pinning Custom Views:

1. Enhanced Visibility: Pinned views appear at the top of the list for quick reference.

2. Quick Access: Open pinned views with a single click, saving time and effort.

3. Customizable: Users can pin or unpin views as needed to match their workflow preferences.

4. To pin a view, navigate to the view pane, click the three dots, and select the “Pin This View” option.

How to Change View Position

Changing the position of views, including pinned or custom views, allows users to organize them according to priority or personal preference. This is achieved through a simple drag-and-drop interface or explicit reordering options.

Key Features of Changing View Position:

1. Custom Order: Arrange views in a sequence that best suits your workflow.

2. Drag-and-Drop Interface: Easily reorder views directly within the user interface.

3. Order Persistence: The new arrangement is automatically saved and remains consistent across sessions.

To change a view's position

1. Go to the view header and click the arrow to display a list of created custom views.

2. Click and hold the view in the list, then drag up or down to reorder it.