Archive for May, 2017

Save Time and Clicks with Apsona Grids

Wednesday, May 17th, 2017

And make time for what really matters

Imagine this: it’s 4 pm and you’re wrapping up work to get home in time for your daughter’s t-ball game. Suddenly, in walks your supervisor … who informs you she has just discovered massive data entry errors in a large batch of Opportunities. It’s critical, she tells you, to get them all corrected before the end of the day.

The Opportunities to be updated include both donations and grants — which are different Opportunity record types. And not only do you have to update several fields on each Opportunity, you also need to create missing related Contact Role records.

If you are using standard Salesforce functionality, you might feel like this:

 

 

Thank goodness you have Apsona! You know that with Apsona Grids, you can easily and quickly accomplish your supervisor’s request.

One of the biggest time savers with Apsona Grids is that filtering records, editing, reordering of fields, and even creating new records can all be done right on the same page. And, you can even perform all of these tasks for related child and parent records in the same view!

Here’s a snapshot of how Apsona Grid functionality stacks up against standard Salesforce listviews:

Task Apsona Grids Salesforce listviews
Edit a list of records of different record types green check.png x mark.png
Add new records without leaving the list page green check.png x mark.png
View, update, and create related child and parent records from the list page green check.png x mark.png
Drag and drop to reorder columns without leaving the list page green check.png x mark.png
Create groups and subtotals from the list page green check.png x mark.png
View fields from related records in the list green check.png x mark.png
See a display of the exact record count in the list green check.png x mark.png

 

Let’s take a quick tour to see how you can easily accomplish your supervisor’s request using Apsona Grids.

Inline Editing

You know you need to update both grant and donation records. Fortunately, unlike Salesforce listviews, Apsona Grids provides an editable list of records of any record type.

From the Apsona Opportunities tab, choose Tabular View

tabular view.png

A list of all Opportunities appears. Simply click in any field to edit it.

Inline Editing.png

 

Quick and Easy Filtering

If you’d like to limit the list of Opportunities, say to Opportunities where the amount is over $500, use the handy Filter option — again, without leaving the Grid page.

filter and results annotated.png

  • Click the Filter icon (1)
  • Enter your filter criteria (2)
  • Click Search (3)
  • View your filtered results — right on the same page (4)

Need to apply a different filter? Simply update the filter criteria on the same page and click Search again.

Drag and Drop Column Reordering

With Apsona Grids it’s easy to change the column order. Simply drag and drop to place the columns in the order that’s most useful to you.

 

Rapid Data Entry

Not only can you easily update existing records, you can add new records on the fly — again without leaving the Grid.

 

add row 3.png

 

  • Click Add Row. (1)
  • Fill in the values for the new Opportunity name, amount, and any other data in the editable row that appears in the Grid. (2)
  • Click Save. (3)
  • Repeat for as many records as you need.

What a time-saver!

 

Edit and Create Related Records

Another huge time-saver with Apsona Grids is the ability to drill down to related records, and update or create new child records. Let’s see how you can add those missing Opportunity Contact Roles without navigating away from the Grid.

 

Click the arrow next to an Opportunity name.

 

Click to expand.png

 

 

In the expanded view, you see tabs for each of the related records; in this case, Contact Roles, Campaign, Organization, Tasks, and Events.

 

related records.png

 

Since you want to add a new Contact Role, click Add on the Contact Roles tab, complete the required fields, and click Save:

 

Add OCR.png

 

The newly created Contact Role appears.

 

newly created OCR.png

 

That’s it! Apsona Grids allow you to update all those Opportunity records and create related Contact Roles in a fraction of the time it would take with standard Salesforce listviews.

 

Now you can leave work on time — and be there for the things in your life that really matter.

 

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