This is the first video of Sangam CRM, which explains Basic CRM Search, column customisation and sorting features. It covers the following functionalities:
- Changing the number of rows displayed on per page
- How to add or delete columns from the list view.
- Change the order of the columns.
- How to change the sort order of CRM records. with a single click, on the column.
- CRM Search & CRM Filter of CRM records
- Column wise Basic search. Just types a few characters, which define your search criteria and press enter. (Please note that this is not the advanced search, which we will cover in the upcoming video).
- How to search or apply a filter on multiple columns, and search for the records.