What's New!
- Support to set default view and filter views of entity nodes within relationship maps
- Support for custom labeling at Relationship, Group and Measure level
- Support to filter entities based on the connection role
- Resolved issues related to Grouping
- Support for Color-coded connections with legend to identify records easily
- Provision to set up the child configuration to further drill N-level down through the relationships
- Provision to quickly create a new entity record through the entity node in the relationship view in just one click
- Capability to configure the connection control to create, update, view and delete the connection records more efficiently to improve an overall connection management
- Ability to add filters on connection role categories and entities that user wishes to create a connection with. Connection role category filters like; Sales Team, Business, Family etc. and entity filters like; account, contact etc.
- View it in user’s preferred format - grid/card/relationship view
- Allows to add multiple controls on a single form with various filters and conditions to show the connections based on that.
- Easier and quicker way for user to search and navigate to a record through the relationship view of Connections.
- Provision to quickly connect any record to the main primary record as a connection
- 360 degrees view of all important data of the record in a single view
- Supports both OOB and custom entities
- Support for 1:N, N:1 as well as N:N information
- Begin with a quick summary with the ability to drill down to the details
- Navigate easily and quickly to any of the records in the relationship
- Ability to quickly record any activity like phone call or appointment for the related records
- Support for viewing aggregate values without the need for creating rollup fields
- Control can be configured in Web, Mobile and Tablet for unified experience
Last modified 1yr ago