Your CRM can have multiple views for your client list, custom fit for your needs. You can create multiple views for either a specific staff member or to share with your entire team. A view is a custom set of filters applied and order of information displayed. You may want to create specific views for specific workflows or for a task, like "call every new incoming lead" or "contact customers who have approved their estimates to schedule the job." Each new view will be added to the tabs at the top of your client list.
To use one of your current views as a starting point, select it from the tabs at the top. Note that the pre-set views can't be edited, but any changes you make can be saved as a new view. Or, if you want to start from scratch, you can leave it set to all, and start setting up your view.
To set your view, you'll need to create a combination of filters and columns.
Click on Filters to see available filters that can be applied to your client list. In the menu that appears, select a combination of filters to apply to your client list
Click on one of the available filters, and then check the box for the values you want included in the list. Note that if multiple checkboxes are checked, all clients containing any of those values will display.
When filtering by tags, you are able to select OR or AND logic. When OR is selected, clients containing any selected tags will be displayed. When AND is selected, clients containing ALL tags will be displayed.
At the bottom of the list are Smart Filters. These filters are not based on data in the client card, but rather actions taken elsewhere in Thryv Business Center. When one or more of these filters are selected, any clients who meet the matching criteria will display.
High Thryver Tip: Make sure to note all client activities, including offline (cash/check) payments, appointments, or other action in Thryv Business Center, so that this information stays accurate.
Remember, you can apply multiple filters to your view at a time. When filters are applied they will display above your client list. Only clients who fit all of the filters will display. To dismiss an individual filter, click on the X icon next to it. Or, to clear all filters, click on Clear All
Now that we have filtered the list to relevant clients, use Columns to determine what information about these clients to display, and the order the information appears in. You are able to arrange the columns in any order you like, and save them to your custom view. To rearrange your columns, click on the Columns button.
In the menu that appears, use the checkboxes to determine which columns appear. You can uncheck a box to hide that column from your view. In addition, use the handlebars on the far left to drag columns into the desired order. The columns in this view from top to bottom will be arranged from left to right in your view. For best results, the information that is most important to you that you wish to see first should be toward the top of the list. Note that if more columns are selected than fit on your screen, you can scroll left and right to see the additional information.
Once you have created a combination of filters and column arrangement, all that's left is to save this new view so you can return to it later. To do so, click on Save as new in the top right.
In the window that appears, you will be able to customize how this view is saved. Give this view a name, which will display on its tab on the top row. Then, create a description for this view, up to 100 characters. Finally, determine if this view is only accessible by you or available to your whole staff. When finished, click on Save.
Note: No action taken when saving a view will send a notification of any kind to the clients in this view.
Your view will be saved on the top row of tabs above your client list. Click on the tri-dots next to it to edit this view later, or delete it. Note that you can drag and drop to change the order of these tabs.
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