Among all of the changes and updates into CRM 2013, the inclusion of quick features has been among the most acclaimed. There are three quick feature functions in CRM now: Quick Create, Quick View and Quick Search. This blog aims to give you a basic understanding on these handy, effective and powerful features which hopefully will save navigation time and enhance your work efficiency.
The Quick Create button is always on the top right corner of blue ribbon with a “+” icon. Here is a screenshot of it:
What can be quick created?
Benefits of Quick Create:
As the name indicates, the biggest benefit is that it’s a time-saver. Quick create can be called at any point which largely cut off navigation time. For example, let’s say you are checking and managing your accounts and contacts record and an email alerts you that a new lead comes in. You can simply start to create a new lead record on your current location by clicking on Quick Create instead of closing account page and going to Lead entity. A large benefit of Quick Create is to support multi-tasking. I think (and hope) Microsoft will continue to enhance this area.
The purpose of Quick create is to save time and increase efficiency. Therefore the quick create form is a simplified view of normal form with only the most major fields. You can easily customize the form by editing fields but don’t forget speed is the essence of this function and focus on the most important contents.
Let’s use Account as an example in this blog. Click Entities/ Account/ Forms/ Account Quick Create
Customization is basically the same with Main form customizations. You can add and remove fields by dragging from Field Assistant. There are some limits to what can be added as iframes, sub grids, and some other options are not available.
*Once you have finished with your changes, don’t forget to save and publish.
Quick view is another highly welcomed change of CRM 2013. Basically, it expands the ability to insert or embed an HTML web resource on a child form that dynamically retrieves and displays parent record data. Let’s put it into a simple way, quick view helps users see parent record information inside the children records without switching back and forth between records. The following is a screenshot of what quick view looks like.
How to create a Quick View
Settings/ Customizations/ Customize the System, click New and click Quick View Form
You can insert new tab but is limited to one section only. Because quick view normally is put on the right area of a form and serves as a complementary. Taking too much space is likely to affect the main form information.
Multiple sections can be added and set the fields as you want.
Features and Tips
You can create new contact, opportunity or whatever entity embedded on quick view section by clicking “+” icon. The new record is the same as Quick Create record. This is another way to conduct Quick Create.
It’s easy to check parent record when click on quick view listed entity. But everything has pros and cons. You may also feel it tends to be very easy to forget where you are and be confused. For example, users probably put some new information on a contact form which is supposed to be saved on account.
Although this is not a new feature in CRM 2013, Quick Search still wins itself a place here due to its convenience when searching for records.
How to use Quick Search
Quick search box shows in the upper right of your screen and you search for records by typing key words. (Similar to an internet search engine.)
What about if you can only remember part of the record name? No worries, you can put a * at the beginning or end of your search string which will return a wider range of results. For example, if you search “Mi*” then every record that starts with “Mi” will be listed. Notice that not only Full Name column but any column meets the criteria is present.
Placing a wildcard at the beginning will return any record that contains the letter combination “mi” anywhere.
And there you have it! A few new ways to quickly create, view and search in CRM. For more information about C5 Insight or this blog entry, please Contact Us.
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