Fast Path to Views and Records
Friday, September 2, 2011 at 11:54PM You’ve probably figured out one of the things they’ve done in CRM 2011 is reduce the amount of clicks to get to things. Here’s one that you might not have seen yet. If you look at your sitemap you will see the usual suspects Account, Contacts and whatever else you have hanging around there. It probably looks something like the following if you haven’t changed it a bunch:
| After Mouse Over |
See that little arrow to the right side of the Accounts item? Click right there and you now see the following
So quickly you can Create a New Record, Go to a Specific System or Personal View and navigate to recently viewed records. Those are all specific to the entity that you clicked on. You can get global recently viewed and even pin them by looking here:
Notice the little push pin to the right of each item. Using this you can pin them to the list. This has the obvious use for the sales people to pin their 5 accounts they are assigned but it also can be used for any other record type so I think it has value for most people using CRM.
What’s your favorite feature in CRM 2011 that others might not have discovered?
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