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Single View Builder


5.0 (1)

Build personalized graphical Single Views to get an instant 360° view of customers, quotes, cases..

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.