With Single View Builder, you can build personalized and graphical Single Views to get an instant 360° view of customers, quotes, campaigns, cases, contracts, etc. by grouping any kind of information about any entity in one single screen using graphs, colors and icons. The solution consists of:
Tile View: visualize your information using personalized (Windows) tiles: choose your icons, background colors, visual indicators and text placeholders.
Tree View: get a cross-entity hierarchical view with the dynamic, performance optimized Tree View pane: apply filters, change colors, add icons, ....
Timeline: display and zoom in on past, current and due activities and events in the journey of a contact, lifecycle of a contract, case,... for any date or period.
Grid View: render items in a tabular layout based on view definitions found on the entity to display.
Map View: bring Google maps into your Single Views to display all leads around a contact to be visited or see the territory of an agent by analyzing its portfolio,….
Display process stages into your Single View.
Group related entity info to roll up data in one screen.
Single View Builder works with standard and custom entities.