The term "Views" in Marketscape CRM describes the data that is being shown when a user navigates to the Accounts, Contacts or Referrals page. By default, all users have a couple of pre-existing views. All users have the ability to create and edit their own views, giving them the flexibility of viewing the information that is most important.
Global Views & Role Permissions
Users that are assigned the "Administrator" role can also create views for themselves, but they also have the ability to create "global views," or views seen by all users. These views can also be set as the "default view," or the first view a user sees when navigating to the Accounts, Contacts or Referrals page. However it is important to account for role permissions when creating a Global View. Role Permissions can determine what data different users have access to. In many cases:
- Account Executive users may not have access to unassigned referrals, while managers or administrators may
- Account Executives are often limited to seeing only their referrals, not all referrals for their branch or business.
This means that a global referral view set up to show "My Team," or a set list of users, will still only display the referrals assigned to (or owned by) that Account Executive.
Creating Views as Admins
Creating a global view follows the same steps as creating views for an individual. However, in Step 6 (pictured below), administrators have the option to set whether a view shows only for themselves or for everyone. This step also provides the option to make this view the default view.
Using Global Views to Manage the Team
By utilizing the "Me Only" option in Step 3 of creating a view, an Admin can create a single view that is personalized for each user. The resulting view would show each Marketer only the information applicable to them. As a global view, this ensures each marketer in the organization has access to the same information. Two suggested examples include:
- My Referral MTD
- My Admits MTD
These examples would show an account executive the appropriate referrals or admits for the current month-to-date.
Another consideration for global views would be to make sure that the table of data shows relevant information to the intended audience. As an administrator who uses integration from their EHR to populate referrals, a user may want to view a particular field to ensure data is populating correctly. The columns of data are defined in Step 2 when editing or creating a view (pictured below).
Other Common Views for Managers
Another common practice would be to create views that show referrals/accounts/contacts for an individual. This makes finding data that is owned by specific users very easy, should the view already be saved. While this may not make a great global view, it can certainly be handy for Administrators or Managers to set up to quickly view data owned by a specific team member. This would be done by using the Specific Users... option in the View results for drop-down, which allows users to be selected individually and added to the filters of the view.
Support from Trella Health
We understand that Views and Global Views can be complicated. Please contact your customer success manager or support with any issues or questions.
Most views are saved to the user's account, and aren't visible to all users. When seeking assistance with views from Support, users should grant login access so that the view in question can be seen by our support staff. Global views can be viewed by Support without granting login access.
- Marketer Quick Start Guide: Configuring Views [videos]
- Defining Views
- Creating New Views
- Duplicating Views
- Advanced Filter Criteria for Views
- Performing a Search from Views