Take a spin around the latest version of ResultsCRM! Learn more in the conclusion of the 2 part webinar series, as we have introduced a new customizable dashboard, Kanban workstyle lists and streamlined user interface.
Part 1 of the Tour of the New ResultsCRM version 17.4 available here
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Good afternoon everyone and welcome to today's training session on showing you walking tour of the new ResultsCRM, version 17.4. Last week we completed Part 1. Today we're going to bring you Part 2 of that overview of the 17.4 product. I'm going to go ahead and record this session for you so it will be available to you afterwards on the Webinar section of our websites. We'll go ahead and get started.
So first we're going ahead and run the 17.4 system so you'll notice the new screen. Last time we covered major modules in the system. They included the dashboard, the to-do board, as well as the sales opportunity board, and the project management board and all the functionality within the subscreens and the full data entry screens, the redesigned data entry screens.
Today we're going to focus on the contact management side, which is the heart of the changes to the system, and we're going to proceed to go to contacts, manage the contacts list. We'll open up the data management center the way you're used to working and seeing the data. Now we're going to go ahead and proceed to double click on opening up the record for Stephen Anderson. So the first thing you're going to note is the new design of the contacts screen itself. The primary display name of the account itself would be on the top left side your screen. On the side of that will be the account number itself, also displayed and always visible. You're used to seeing a lot of tabs at the bottom or the contact screen. What we have done is we have placed those in two, you're going to have to approach them in two ways actually. We placed them in this side menu pop-out menu, so when you click on this icon on the top left corner that's going to open up and show you the available tabs listed in the order of your preference. I'll go through that in a minute.
One of the major features within the new contact screen is now you can decide on which tabs are applicable to you instead of looking and seeing 18 tabs at the bottom of the screen all the time. Maybe only seven or eight of those, or maybe even three or four of those are applicable to your job function. So be able to control what appears what doesn't. We'll show you that shortly. You also don't need to go to that indication menu or the side menu, because all those tabs are actually already on the grids themselves, are available to you on a very long scrawling list displayed for you in the order of the way you ask for those tabs to be listed, so you have control over that.
Tabs can be collapsed or open. So it really is up to you as to whether it's something you want to see all the time or rarely and you would just want to engage them and look at the tab as you walk through them.
The other thing that we've done that's a major design aspect of the system is instead of putting one screen that's fixed in how it lays out information with the names. The way the current contact's framed, the shipping version's contact's name would be name under the address information and under that would be the internal key information about the account. The contact type, source, etc. And then we have on the right side we have the phone number, and we have the email address right under that. And then we have the remarks fields and that would be the way your screen is currently laid out. So that might be helpful for some but in your job function, you might not care about physical address because you're Client Services. Unless you're shipping them something you might not need to see it. So Results now you can either minimize it or you can actually minimize it and move it another section of the screen. You also have a complete control over where the information appears. If you want to see emails at the same level as phone numbers that's great. If this detailed information about their job title and company is only minimally important to you, you can move that out of the way and keep the information the way you'd like to see them displayed any time on the screen.
You have as many columns as your screen resolution would allow. So yes you can go to four, but you can also relay out the size of the screen by putting your cursor between the columns and size in either direction the information itself. For example, if you have a notes field and you want to move it within this wider column, you'll have less scrolling to do than you would have if this was actually displayed within a limited space. Also the beta entry itself is significantly simpler because what we've done instead of wasting the screen with a label and then next to it the data place for the entry and the information, you now have the field itself prompting you for what goes there, and if you want to put a piece of information in there, you're able to do so. So you want to put a special note that the fact that they're on credit hold, talk to accounting as an example then when hit save changes next time you engage this record, it's going to activate this special user instruction. As you know, in Results that means the user will be forced to acknowledge and read that information before they can access the real record in the system. It's a great place for you to notify them of what's going on. But notice as we type the information and the label moved out of the way because that's how it's designed. It's there until you enter the information and from there the label stays on the top in a smaller font, so it reminds you what information is there.
What are we able to do with those tabs on the far left-hand side? We used to list them in a certain order, but who are we to decide that that's the order in case you need to see, you'd like to see them in or their order of importance to your organization or to your job function specifically. Any changes, by the way, you make to the screen are only affecting your session, so it will only affect your experience with the system. Other users can put totally different information, different layout and different tabs within their contact record based on what they'd like to see and where the information should be shown on the display.
So under setting if you don't deal with expenses, you don't deal with products which is a specialized feature within the Result system then you can remove those, and you've eliminated things that you don't use within the system. The other thing here is let's say you decide that you know what it's great that you're able to scroll down and see associates and their activities, but documents are much more important to you. What you are able to do, see how I am clicking on documents in the tab and then dragging while I'm still clicked on it and putting it ahead of the associates. Maybe projects are also important but not as important as associates, so I just relayed out the information itself and now what we're able to see is documents and after the documents Associates appear and after that projects appear. You're totally under your control.
By the way let's say you in Client Services and you kind of feel that unless they have a project ongoing that you don't need to even worry about working their data or looking at their records, so you want that first. What you actually can do, not only can you move the tabs around in the proper order for you, but you can actually lay out the project to precede the card information. The card or the basic foundational components or the tile. We call them tiles. The sort of tiles you can collapse and move around. So these tiles are what we called the card section. And notice what I just did, I put the project ahead of the cards and now it's easy for me to be able to see the projects will I still the phone number that I'm about to dial to talk to the entity that I need to do business with.
If I close the screen and come back in, everything I've changed is memorized. Oh by the way notice the credit holds that talk to Accounting, special instruction. That's exactly how it's supposed to function. It will prevent the user from working with the record until they see and acknowledge they saw the message that upper management or the owner of the company he or she decided that they needed to communicate about this account to make sure that everybody is able to handle the account properly. The layout information is also identical and things are exactly where they need to be.
I'm going to show you one more thing which is kind of a game changer in a way within the way the screens can be designed. We have not seen a single system out there that does this feature set or ability. What I've shown you here is the ability to reorganize, even put some of the grids ahead of the cards. Sometimes it's critically important for you to be able to see the data within the context of the rest of the data that you see about the record itself. So in other words even though it's convenient, by the way this is also a navigation screen. If you want to go to invoices, you click on invoices, and it will take you right there. So you can get to it based on the order by scrolling up or down or just navigate down to the "I want to see payments" and there the payments are.
The point here is that those payments are convenient to get to but might not be visible where you need to see them based on your job function. What we have decided to allow you to do within the design of the system is you can take any tag, and make it a card or a pile within the system. Let's show you what that looks like. Let's say I want to take the invoice information and place it within the pile area. This is we've never seen another system that does that because everybody will put them in a separate grid for you, but now you're able to control the fact that invoices can be seen. Even though it's a longer list we limit the heights so it doesn't go out of control. Right under it you might want to see payments. Then right above it you might want to see documents.
This is an example where we have taken your contact record and empowered it to give you the information you need the way you would like to see the information itself. Information that's available to you while you're still working at the record itself, and now as you move tiles around and you reorganize the way the information is going to be displayed then you are able to also minimize or open any of those tabs or grids to make them available to you at the time you use them.
The other thing that I'd like to show you about the contact record is we tried to make it as convenient to work with them as possible. Remember when we worked with the Board last week and we clicked on a single card within the Board. How there was a pop-out data entry screen, well we've done that for you on every single grid. So on an activity record, and I want to click on this activity, I'm able to see more details about it. On the associate record, I want to click on Jane Smith. I can see Jane Smith's address information without leaving the screen or having another screen pop-up in front of me. I want to be able to see the information about the sales opportunity then I just click on the record away from the spot and, in that case, I clicked the button and it will show you the actual sales opportunity in a pop-out screen like we saw on the Boards.
We've made this super easy to use to lay out the information in a way that you can see it and read it right away. I'm going to move the notes out of here. It's a way you can see it right away and work with it but also make it convenient for you to open any kind of information that you need to see and work with, as well as do that directly from the grid themselves.
The final thing to show is what if I log in now from another station just to show you. Everything we've done here for Stephen Anderson was for user Mary and that's how we laid out the information. This is how user Mary wants to see any contact view. If I now go ahead and simulate logging in from another work station. In this case I'm logging in as user Mike. Mike is in Sales. So when Mike goes and looks at the contact record on his system, would he see the same thing I just did? And the answer is no. Mike is in Sales. The way he decided to layout his information is to show activities first to know what when they were last called, what schedule to do for the follow ups and show me the sales opportunity. Show me the quotations in the system. Also he opted to see under finances, the billing history so he can see exactly the balance due before he even bothers making a phone call or sending an email. And this information is accessible in time. Obviously he also has access to the full set of tabs that are important to him, but the important aspect here is that the data, the underlying data, is immediately available for view the way Mike likes to see and consume the data as he works with the system.
Alright to the final thing to show you within the Results system is that we have reorganized the way the tabs work and put a major feature within the system. That feature is the following. Let's say you're working with the calendar and then within the calendar here you're looking at three or four people's view. This could be a dispatcher reviewing information for Team One or who are the installers for the company. Now what you're able to do is, you always have the ability to move between one tab and another. If you open up another tab that has sales opportunities and you have another tab that has the grid of sales opportunities that's all normal within the Results system. What you're able to do now though is you're able to click on the heading of this. In this case the calendar, and move it, and I'm going to put it on another screen. I have two screens actually here, but I'm going to put it on screen number two and the advantage and the main point about this is that my fully functioning calendar is now sitting on a separate window so I can see it all the time even though here I can move still between one system and another and open up whatever record, and I want a record to open to work with without affecting anything else.
Actually I'm able to still go to open more than one of those and be able to work with that data. So whatever is on this session as well as this one is still workable. The point is that Results can now have multiple copies of itself running in the same time from the same existing login. All closed files from one session of the Result system but can be placed on multiple sections of the screen or multiply screens altogether.
Alright so this is it for today's session on the major changes that we have done for you in version 17.4. There's a lot of behind the scenes changed that were done that are not as demonstrable from a user perspective, but your IT person whoever ends up installing the system for you, we have a brand new installation engine that's much simpler to use and makes it easy to update and upgrade the system. There's a new licensing module that allows you to not have to worry about using the LIC files which were files we had to send you and you had to copy and place in a certain directory for the system to work. Those have been eliminated and replaced with a different technology. So there's a number of other enhancements. We built a new API that is now being used internally and then later this year, we'll make it a public API so you can integrate further applications within the Results system. This is some of the many changes that were made into the Results system itself.
Alright well thank you so much for being on the call today. Have a fantastic afternoon, and Amanda will go ahead and make this video available to you on the Webinar so you'll be able to share it with others in the company later today. Thank you all. Have a great afternoon.