In this section you can know about:
This facility helps you to delete the database records in bulk, by selecting one or more records in the list views and proceeding to click on More Actions > Bulk Delete.
For more details, kindly refer to the following blog post:
Export / Import Data as CSV & Bulk Delete in iFreeTools CRM and Creator
Creating custom views enable you to filter records into multiple views for quick access to the data which is of concern. For example, you can create views to see Pending records (entries having Status as Pending) or Expiring Today (those having Expiry Date as Today).
As part of the Entity configuration, you can specify if you would like to Allow Custom Views for that entity, as shown in the image below.
Once the Allow Custom Views option is enabled, users will get to see the link to Add Custom View, under that entity, like shown below.
Clicking on this link will bring up a form wherein one can provide the view name, description and the criteria to be used for filtering. Currently in the free version, one can filter records using Choice value fields (text fields containing Choice Values), Look-up (Reference) fields, Date and Date-Time fields, Yes/No (Boolean) fields.
For records having User look-up (reference) fields, one can create views to enable viewing only the currently logged-in users records.
Similarly for Date & Date-Time fields, one can create views based on relative time fields (Yesterday / Today / This Week / Next Week / Last Month / This Month / etc.,.)
For more details, kindly refer to the following blog posts:
All entities which have a Date or a Date-Time fields will now have an option to view the records in a Calendar View. This calendar view will have options to view the records based on Month, Week or Day & it is also possible to show the entries with configurable background & text colors.
For more details, kindly refer to the following blog posts:
When performing bulk edit operation, you can save the changes as a custom action by providing a name for it. For admin users one can additionally specify if the Custom Action needs to be available for all users or just for that admin user.
Once the custom action is added, users will be able to select one or more records and click on custom action button available under More Actions.
You can get to know more details of the custom actions by clicking on More Actions > Action Details. Here, you will also find an option to delete the custom action.
For more details, kindly refer to the following blog post:
Custom Actions now supported in Google App Engine powered iFreeTools CRM and Creator.
- Importing data as CSV
- Exporting data as CSV
- Bulk addition of data
- Bulk edit records
- Bulk delete records
- Creating Custom Views to filter records
- Using Calender Views
- Creating Custom Actions for single-click bulk edit
Importing data as CSV
iFreeTools supports importing of data as CSV files. This option is available in list views under More Actions > Import from CSV. If the CSV file contains identity values (example: key-id, if the file was exported out earlier from iFreeTools), it will be used to find and update existing records. If the record could not be found, a new record will be added to the database.
For more details on using the CSV import facility, kindly refer to the following blog posts:
This facility enables you to store a backup of your data or perform offline bulk update which can be imported again to iFreeTools. The option for the exporting the data is available in list views under More Actions > Export as CSV.
Apart from importing data in bulk by using CSV files, you can also perform bulk addition of data directly within our online application. This option is available in list view under More Actions > Add Multiple Records. Using this one can easily enter the details for multiple database records in single page and save them at all once.
Once the details are added to the database, you can return back to the page from where you came to this form and see the records you had just added.
For more details, kindly refer to the following blog post:
Easy bulk addition of database records in iFreeTools CRM & Creator.
To edit the data in bulk, you can select one or more records from the list view and click on More Actions > Bulk Edit button. This will bring up the bulk edit form. This enables attributes to be modified by selecting appropriate check-boxes and to enter the values for those attributes and then save them to the database. Other disabled attributes in the bulk edit form will remain unchanged.
You can also save this bulk edit changes as a custom action with name. This saved custom action helps you to perform the changes in single click, instead of having to load the edit form to make those changes.
For more details, kindly refer to the following blog post:
Bulk Edit feature now available in the Free CRM for Google App Engine
Bulk addition of data
Apart from importing data in bulk by using CSV files, you can also perform bulk addition of data directly within our online application. This option is available in list view under More Actions > Add Multiple Records. Using this one can easily enter the details for multiple database records in single page and save them at all once.
Once the details are added to the database, you can return back to the page from where you came to this form and see the records you had just added.
For more details, kindly refer to the following blog post:
Easy bulk addition of database records in iFreeTools CRM & Creator.
Bulk edit records
To edit the data in bulk, you can select one or more records from the list view and click on More Actions > Bulk Edit button. This will bring up the bulk edit form. This enables attributes to be modified by selecting appropriate check-boxes and to enter the values for those attributes and then save them to the database. Other disabled attributes in the bulk edit form will remain unchanged.
You can also save this bulk edit changes as a custom action with name. This saved custom action helps you to perform the changes in single click, instead of having to load the edit form to make those changes.
For more details, kindly refer to the following blog post:
Bulk Edit feature now available in the Free CRM for Google App Engine
Bulk delete records
This facility helps you to delete the database records in bulk, by selecting one or more records in the list views and proceeding to click on More Actions > Bulk Delete.
For more details, kindly refer to the following blog post:
Export / Import Data as CSV & Bulk Delete in iFreeTools CRM and Creator
Creating Custom Views to filter records
Creating custom views enable you to filter records into multiple views for quick access to the data which is of concern. For example, you can create views to see Pending records (entries having Status as Pending) or Expiring Today (those having Expiry Date as Today).
As part of the Entity configuration, you can specify if you would like to Allow Custom Views for that entity, as shown in the image below.
Once the Allow Custom Views option is enabled, users will get to see the link to Add Custom View, under that entity, like shown below.
Clicking on this link will bring up a form wherein one can provide the view name, description and the criteria to be used for filtering. Currently in the free version, one can filter records using Choice value fields (text fields containing Choice Values), Look-up (Reference) fields, Date and Date-Time fields, Yes/No (Boolean) fields.
For records having User look-up (reference) fields, one can create views to enable viewing only the currently logged-in users records.
Similarly for Date & Date-Time fields, one can create views based on relative time fields (Yesterday / Today / This Week / Next Week / Last Month / This Month / etc.,.)
For more details, kindly refer to the following blog posts:
- Support for Custom Views in iFreeTools CRM.
- Custom Views now support Template Criteria for User References and Date/DateTime fields.
- Yes/No (Boolean) fields support in Custom Views and more.
Using Calendar Views
All entities which have a Date or a Date-Time fields will now have an option to view the records in a Calendar View. This calendar view will have options to view the records based on Month, Week or Day & it is also possible to show the entries with configurable background & text colors.
For more details, kindly refer to the following blog posts:
- What's Cooking : Calendar Views in your Online Database for Google Apps.
- Assigning colors to database records, for use in Calender views
Creating Custom Actions for single-click bulk edit
When performing bulk edit operation, you can save the changes as a custom action by providing a name for it. For admin users one can additionally specify if the Custom Action needs to be available for all users or just for that admin user.
Once the custom action is added, users will be able to select one or more records and click on custom action button available under More Actions.
You can get to know more details of the custom actions by clicking on More Actions > Action Details. Here, you will also find an option to delete the custom action.
For more details, kindly refer to the following blog post:
Custom Actions now supported in Google App Engine powered iFreeTools CRM and Creator.
