Tall Emu CRM Quick Start Guide

Main Controls

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The main parts of the card view are:

  • View mode buttons (Grid, Map, Kanban) which allow you to choose how to visualise your data.
  • The Activity buttons, which allow you to add activities to selected records.
  • The “More Actions” button which exposes less frequently used commands.
  • The data grid – a filterable, searchable grid which shows all of your data.
 

On the right hand side of the screen we can see:

  • The FILTER control – which allows filters to be created, saved, shared and applied.
  • The “Cog” icon which allows data to be imported and exported
  • The Layout Selector – which allows you to choose what columns appear in your grid – and save those preferences for later use.
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