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Creating the folder views your want in bpm'online CRM

While bpm'online has the ability to setup various folders (groups of records) to show Columns of information, it cannot show different columns of data for each of the folders. For example, in an Account folder for "All Accounts" and one for "Clients" you may want to show different columns of information.  Where the "All accounts" folder may show an account type of clients, prospects, partners, etc., this column would not be needed in the "Clients" folder.  No sense wasting space on repeating data.



This post first appeared on Business Success With CRM, Implementer & Guide, please read the originial post: here

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Creating the folder views your want in bpm'online CRM

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