What do you want to know about People CRM?
- People CRM - How to Access it
- People CRM - List View
- People CRM - Kanban View
- People CRM - People Profile Page
Understanding the List View in People CRM
Adding/Removing Columns from the CRM View
On the right side of the screen, you will be able to find 3 different icons. Click in the one indicated below and you will find all possible column options. You can simply check/uncheck them in order to see the respective information in the CRM.
Filtering your List
In the People CRM, you can use 20+ different filters in order for you to manage your EPs and Members in the CRM. I totally encourage you on exploring more the filters in the CRM. You can find them in the top bar.
Remember, you can always click on more to have access to all filters and select the one that is valid for you at the moment.
Checking the Members of my Entity
Let's say you would like to view only the Members of your LC. There is one filter called AIESECer, which you can simply put yes/no and see the members of your committee. This will show all members of your entity, including alumni.
Saving My Most Used Filters
Let's say that you are an LCVP TM and you use the CRM often to check your members. You can make things faster, by saving the filters you access more often to check the Members of your Entity by clicking on Save Filter:
Give it an intuitive name and after you save it, you can access them by clicking in the blue arrow right next to the name of the CRM:
Ordering your List
Let's say you would like to check the members that got created more recently. You can do this by ordering your list view. On the right side of the screen, you will be able to find 3 different icons. Click in the one indicated below and you will find some ordering options.
By navigating through the options, you will be able to sort your list, for example, by the most recent created people in your CRM.
You can also perform actions in more than one person. To do this, you need to select who you want to perform the action towards and go to the right side of the screen and click in the icon shown below:
You can do the following bulk actions in the People CRM: