3 Supporting Features and Widgets

The Search widget is used to find and perform actions on contact or organization objects within the CRM module. End users are able to search against the entire field/attribute set for each object.



The Search widget consists of two controls: the Search Scope drop down and the Search Criteria input. The Search Scope drop down restricts the search to the selected type(s) of objects (for example only contacts or only organizations).

After entering the search text and pressing enter or clicking the Search button, a search is performed, and the relevant results displayed in the Search Results pane underneath the widget. If not obviously, the field which matched the search for the object will be highlighted. By default, the name of the contact and organization displays. The results are filtered based on the currently user’s permission sets; only result objects not restricted to the user will be shown.

Next to each search result appears an options menu which enables the end user to quickly navigate or act upon the object. The available options in the menu appear based on the logged in user’s access level.

The Pinned Object Widget allows contact and organization records to be ‘pinned’ to the CRM Desktop page for quick access. Pinned objects persist on the current user’s desktop until they are manually removed. Pinned objects are not shared across users; pinned objects belong to the currently logged in users.



Objects can be pinned from the options menu available next to each search result in the Search widget.

Next to each pinned object in the widget, an options menu is available. The options menu dropdown automatically assumes the context of the pinned record when selecting an action. If a contact object has been pinned, options such as View Contact will appear. Likewise, if an organization object has been pinned, options such as View Contact will appear. A Remove Pinned object is also available from this options menu to remove the object from the widget. It can be added and removed any unlimited number of times.

The Tasks widget allows CRM users to create tasks associated CRM records or general, high-level tasks. Tasks can be set and assigned across the platform to help CRM users collaborate or ensure certain activities can be managed over time. The task widget displays any open tasks assigned to the currently logged in user. Open tasks are those in Pending or In Progress status. Once the task is Marked Complete, it no longer appears in the widget.

The widget will list currently assigned tasks sorted by due date. The tasks with the most recent due date (or most overdue date) appear first. Overdue tasks are highlight within the widget. The widget will only display the first five tasks. The user will have the option to navigate to their My Tasks inbox page within the Task Module navigation by clicking the See All link.



Tasks created from this widget are general tasks; these tasks are not associated with a specific contact or organization. Tasks created from the Contact/Organization Detail pages are associated to that specific object. This widget displays any task assigned to the logged user regardless of whether or not it was created from within the CRM module.

The Notes widget allows users to capture and persist notes not only within the CRM module. The notes listed in this widget are the personal notes for the current logged in user. They are not visible to anyone but the currently logged in user. Notes can be edited and deleted from this widget.

The Notes widget displays any CRM notes created by the logged in user: the notes may be general notes or notes about specific contacts. The Notes widget on the Contact and Organization Details page will display notes about the currently viewed object.