Articles in this section
One View in Organizations
Table of Contents
What Does the One View Widget Display in Organizations
| Imagine you are working on an organization record. What would you do to get its contacts’ details or deal-related information or details about its related cases? Normally, you would juggle between the contact, deal, and case records to gather all information. But isn’t that tedious? The One View widget in Organizations makes it easy for you to congregate data! |
In this article, we will discuss what the One View widget displays for an organization.
Before you proceed, read the article on One View: Introduction – it talks about the One View feature and explains its significance.
The One View widget in Organizations displays the following related records of an organization:
Contacts
All contacts linked to an organization are displayed under the organization’s One View widget.
What actions can you perform in a contact record under One View
- Reaching out to the contact
- By clicking the More icon on the top right corner of the contact card, you can see Call, Email, and SMS options. The primary contact details stored in the CRM are used for reaching out to your contacts.
- The unlink option removes a contact from an organization’s related records.
- Viewing key fields
- Important information about a contact comes in handy with Key Fields.
- To know more about Contacts, click here.
Deals
All deals related to an organization can be seen in the organization’s One View widget.
What actions can you perform on a deal in One View
- Reaching out to the contact
- By clicking the More icon on the top right corner of the deal card, you can see Call, Email, and SMS options. The primary contact details stored in the CRM are used for reaching out to your contacts
- The unlink option removes a deal from an organization’s related records.
- Viewing upcoming activities and key fields
- You can view all upcoming activities related to a deal along with the key fields that display important deal-related information.
- To know more about Deals, click here.
Cases
Whenever a contact linked to an organization reports an issue, you can create a ‘case’ with relevant details for the organization.
What actions can you perform on a case under One View
- Unlinking a case
- Click the More icon on the top right corner of a case card to view the Unlink option. When you unlink a case from an organization, it stops showing under the organization’s One View.
- Viewing case details in key fields
- Important information about a case is shown in Key Fields. You can view all the details in key fields by clicking the case card.
- To learn more about cases in Vtiger CRM, click here.
Quotes
In this section of One View in Organizations, you can view all the quotes shared with an organization.
What actions can you perform on a quote under One View
- Unlinking a quote
- Click the More icon on the top right corner of a quote card to view the Unlink option. When you unlink a quote from an organization, it stops showing under the organization’s One View.
- Viewing key fields
- Important information about a quote is shown in Key Fields. You can view the key fields by clicking the quote card.
- To learn more about quotes in Vtiger CRM, click here.
Projects
Projects created for a deal related to an organization are displayed under the One View widget in the organization.
What actions can you perform on a project under One View
- Unlinking a project
- Click the More icon on the top right corner of a project card to view the Unlink option. When you unlink a project from an organization, it stops showing under the organization’s One View.
- Viewing key fields
- Important information about a project is shown in Key Fields. You can view the key fields by clicking the project card.
- To learn more about projects in Vtiger CRM, click here.
|
Did you know that Vtiger has One View widgets for Deals, Contacts, and Projects? Visit the links below to know more.