Navigation:  5 Using Total Enterprise CRM > 5.10 Document > How to work with Document? > How to view documents organized in categories?

 

In CRM system documents are divided into different categories, you can view all the available categories by following these easy steps:

 

Step 1: Select 'Category'

 

 

On ribbon, click the "Document" tab.

Under Documents group, select "Category".

 

Step 2: View the List

 

 

Here you can view the list of available categories for documents in CRM system. By this way, documents are categorized for quick access. These categories are shown hierarchically in left pane, these can also be used to sort documents; and documents can also be tagged which allows them to be cross-referenced between multiple categories.

 

Below the ribbon of above screen, you can see a set of tables which contain related records (only one type of records are present in one column).  This table is called grid. On the grid you can quickly see  the main details of the record and also see who created it, when it was created and the subject etc. etc.

 

Note:

If you need to edit any existing record shown in this grid – a quick double-click will launch an editor/form for editing. Click 'Save & Close' when you have done.

 

 

In Total Enterprise CRM categories are listed in a grid; using remarkable features of this grid, you can further interact with these categories. To do so, choose any of the actions listed below:

 

Categories are listed in a sortable, flexible grid. You can sort these categories either in ascending or descending order. You can also perform search techniques using CRM grid to exactly find the category you are looking for. For details:

 

To observe categories in a grouped view, you can group them by any desired field. For details:

 

Tags are used as a way to classify categories in an ad-hoc way, where it may not make sense to add additional fields into the CRM System. Categories in database may be tagged to help organize them. New tags are simple to create, and you can filter any grid by tags to show desired categories. Similarly, you can easily remove any tag that you have already assigned to a category. For details:

 

Importing and exporting records in category can be performed quickly and easily from/to Excel sheet to/from any grid in the CRM system. For details:

 

Printing any set of records is very easy in Total Enterprise CRM like printing in Microsoft Word. For details:

 

To quickly manipulate records, you can use split-view to observe list of categories and their data at same location. For details:

 

The common actions like copy or delete a category, select all categories, refresh categories and create a new category or open an existing one  are also available within this grid. For details:

 

Note:

Some features are same for every grid under any tab you see in the Total Enterprise CRM system. These are:

. Copy, delete or refresh records and create a new or open an existing record.

. Sorting, searching and grouping records

. Assigning/removing tags & filtering by tags

. Exporting and importing records

. Printing any set of records

. Split-View to view list of items and data