Using Views, Options, Navigator and Filters
13 articles
- Understanding the Power PanelThis article explains what the Power Panel is and the different tabs and profiles that allow you to manipulate what you want to see.
- Using the Power Panel for Managing your ViewsThis article details the Power Panel and how to modify it in different areas of Coevera. It also explains how to create a profile view.
- Power Panel — View Settings in detail (Managing Your Sales Meetings)How to use Power Panel options to create views of Pipeline that help manage one-on-one or group meeting with teams.
- Understanding Coevera's ViewsThis article gives an overview of each view as well as links to a detailed description of each View and how to use it.
- The Pipeline View in DetailHow to visualize data in different ways depending on needs. Select Pipeline, compact view, maps or list view. Step by step article.
- The List View in DetailUsing the customisable List View you can select and work with single or multiple records, inline edit to update and perform mass actions.
- Using the Navigator DashboardThe Navigator Dashboard gives you a broad overview of your account and helps you to visualize certain items that require your attention.
- Viewing and Exporting Entity Changes in CoeveraThe "View Changes" button allows users to see changes made to any entity record within Coevera.
- Filters in detailHow to use filter options to segment data using criteria or combination of custom fields. Save profile view and share with others.
- Filters - Working with AND & OR operatorsUse Custom Expressions in Filters to combine ANDs & ORs together with parentheses to create complex criteria for data segmentation & reports
- Working with Static ProfilesBuild static lists of records to facilitate follow up communications and tracking
- The New NavigatorCreate Navigator profiles to display different layouts based on drag&drop components for an at-a-glance "state of the nation" overview!
- Working with Quick FiltersUser-friendly, on-screen Quick Filters allow you to immediately filter and segment your data