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Consolidation of CRM-Sales System Views

  • 1.  Consolidation of CRM-Sales System Views

    Posted 20 days ago
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    At this time we have over eighty (80) System Views distributed between 4 entities in the CRM-Sales app:

    -Accounts

    -Opportunities

    -Contracts

    -Budgets

    We anticipate building another 80 system views (~160 in total) and want to organize them in a user friendly format to make them easily accessible to the business users.

    We use the Model-driven app to manage the displays for all Forms, Views, Charts and Dashboards for each entity (See attachment).

    To avoid building one long list of System Views (dropdown list of 40 views) within each entity, is there a way to build multiple dropdown lists (horizontally) within each entity? Can it be managed within the Model-driven app?

    Is it possible to develop "System View" dashboards within each entity?  

      



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    Randy Sales
    SAIC
    Reston VA
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