Accounts column view
In this release we have redesigned our Accounts column view so that it lets you do more actions in minimum clicks.
For each record in the column view, we are showing the icons for email, phone, and mobile below the fields for each row.
Values for the respective icons will be shown in the tool tip, when you mouse hover on these icons.
Clicking the icons will be the same as clicking on the fields from the list view, meaning the icons will be hyperlinked to send email, make a call, or send a text message.
There is an icon at the right of each record card which indicates if the record has an overdue/current/future task or appointment.
This icon has specific color code for specific situations:
Red if there is any overdue task/appointment
Green if there are no overdue, but current or future tasks/appointments.
Grey if there are no tasks and appointments.
Tip 1: We are considering only regular tasks and appointments and NOT email or SMS tasks.
If you click on this icon it would show the tasks and appointments in a popover
You would be able to Create new Tasks or Appointments using the Add option in this popover.
You can perform basic operations on a record by clicking on the More icon at the top right corner of the record card. It will work the same way as in the list view more action.
You will get this column view enhancement for Contacts also.