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Customize Data Tables (Available on Selected Plans)

The Custom Data Tables module for DigifyCRM allows you to tailor data tables according to your specific business needs. This module provides unprecedented flexibility in managing and viewing data in your CRM, making it easier for users to analyze, organize, and make decisions based on their CRM data.

Key Features:

1.      Dynamic Column Management:

  • Add, remove, and rearrange columns in your table views with ease. Customize your table views for optimal data presentation.

2.      Unlock Unused Data:

  • Access and display hidden or unused data that might not be available in standard views, making your CRM data more valuable.

3.      Custom Field Integration:

  • Display custom fields directly in your table views, allowing you to organize and view data from a single screen without switching between different sections.

4.      Drag-and-Drop Interface:

  • Intuitive drag-and-drop interface makes it easy to rearrange columns and create custom data views without any advanced technical knowledge.

5.      Custom Table Appearance:

  • Use custom CSS to change the look and feel of your table views, aligning the aesthetic with your organization's needs.

6.      Enhanced Productivity:

  • Customizable data views lead to better efficiency. Users can quickly access the most relevant data to make informed decisions.

Benefits by Role:

  • Sales Teams: Customize data views to focus on sales metrics, pipeline management, and customer interactions.

  • Customer Support: Display relevant customer data to streamline support operations and improve response times.

  • Project Managers: Organize project data for better tracking, deadlines, and resource management.

  • Marketers: View key marketing analytics and campaign data for efficient marketing strategy planning.

  • Administrators: Customize views to monitor system performance and user activity within the CRM.

Supported Data Areas:

The Custom Data Tables module supports various sections of DigifyCRM, allowing you to customize tables for:

1.      Leads:

  • Includes fields like company, email, phone, value, tags, source, country, status, website, and more.

2.      Customers:

  • Includes primary email, phone, country, billing, and shipping details, along with custom fields.

3.      Proposals:

  • Customize views for fields such as total, date, tags, project, acceptance date, and more.

4.      Estimates:

  • Includes amount, tax, status, date sent, terms, and other important estimate details.

5.      Invoices:

  • View fields such as amount, tax, due date, status, client notes, billing, and shipping information.

6.      Expenses:

  • Includes project, customer, payment mode, tax, and recurring types.

7.      Projects:

  • Fields such as tags, start date, deadline, members, and estimated hours are customizable.

8.      Tasks:

  • View fields such as assigned staff, description, date finished, and recurring type.

9.      Contracts:

  • Customize fields for contract type, value, start/end dates, acceptance details, and more.

10.  Custom Fields:

  • Integrate your custom fields into any data table for easier access and management.

How to Use the Custom Data Tables Module:

1. Accessing the Module:

  • Navigate to Settings > Custom Data Tables within DigifyCRM.

2. Customizing Your Data Tables:

  • From the module's settings, select the section (e.g., Leads, Customers) you want to customize.

  • Use the drag-and-drop interface to add, remove, or rearrange columns.

  • You can also apply filters or sorting options for a more streamlined view of your data.

3. Saving Your Customized Views:

  • Once you've customized the table view, save it for future use. The system allows you to create multiple views depending on your workflow requirements.

4. Applying Custom CSS:

  • Navigate to the table settings and apply custom CSS code to alter the appearance of your data tables. This is useful for branding or improving readability.

Best Practices:

  • User-Specific Settings: Customize table views per user or department for more relevant data access.

  • Column Arrangement: Arrange columns based on priority to display the most critical data at a glance.

  • Custom Fields: Incorporate custom fields into your data views for better insight and analysis.

  • Use Filters: Apply filters to narrow down the data displayed, ensuring users see only what is relevant to their role.

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