Its all about productivity. Our solution enables you to place both, navigational and functional buttons on CRM forms to simplify common tasks for CRM users.
How does it work? To access related records, SmartBar offers “buttons” that allow a simple switch between entities. The SmartBar persists when switching to related entities, thus enabling a simple back and forth navigation between related records. A number next to the “button” shows the amount of related records per entity. This number can also be displayed in the CRM main navigation area. Related records can be opened a) in the current or b) in an extra window. The SmartBar can also be embedded into the entity form at a preferred place.
Additional settings allow to display the SmartBar in the so called “Standard” or “Metro” Style and in a vertical or horizontal order. SmartBar buttons can be assigned with different colors, which makes it easy to distinguish the records from each other.
Have a look at the capabilities of SmartBar at a glance:
- Simple navigation within CRM entities and records
- Display count of related records
- Easy to embedd into CRM forms and Dashboards
- Customizeable style, colors and button-order