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PowerOneView

PowerOneView

  • Date Created: February 9, 2015
  • Last Modified: June 4, 2015

It sure does! PowerOneView can be added to the navigation of any entity including custom entities.

  • Date Created: February 2, 2015
  • Last Modified: March 24, 2015

A subscription to PowerOneView is $1/enabled CRM user/month. A user is defined as anyone enabled in your CRM system, including admin and read-only users.

  • Date Created: February 9, 2015
  • Last Modified: March 24, 2015

No. PowerOneView will only show users records that they have read access to.

  • Date Created: February 22, 2015
  • Last Modified: March 24, 2015

Under the Field Mapping tab, you’ll configure the Name and Detail columns as well as the reading pane by dragging and dropping the record’s fields. To choose what is shown in the “Name” and “Detail”, drag the record field’s you desire into the Map Name and Map Detail fields.

The next step is to configure the reading pane. There is a default configuration in place, but the reading pane is fully customizable and allows you to easily adjust the information shown to meet your organization’s preferences. To update the default view select an entity from the dropdown at the top of the page, then select a field you would like to displayed from the list on the left, and drag and drop that field onto the reading pane, located on the right side. You can removed any of the fields from the mappings or reading pane by selecting the “X” next to it.

Once you’ve finished, select Save.

  • Date Created: February 22, 2015
  • Last Modified: March 24, 2015

Configuring PowerOneView will allow you to choose exactly what is shown for each individual entity when searched with PowerOneView. To add PowerOneView to your entities, please reference the instructions located in the PowerOneView User Guide.

Navigate to the setup tab, the default configuration that comes with PowerOneView will be displayed. Anything in this default configuration can be edited to reflect what you’d like to see within PowerOneView for each particular entity. The setup of PowerOneView is like a tree structure. The entities aligned to the very left side of this view are the highest level entities. Below the highest level entities, you may see a list of sub-entities, indented slightly. These are the entities that will be rolled up in the highest level entity’s PowerOneView window.

To add an additional high-level CRM entity to include PowerOneView on, click “+ One View.”

Then select the entity you would like to add, the window will close, and you’ll see the entity at the bottom of the list. After the entity has been added, select the “+ Add Related” button and choose which related records you’d like to rollup under the entity. You can narrow down the related records by Relationship through the dropdown or if you’d only like to see related activities, select the checkbox next to “Show Only Activities”.

Activities that you have specified in the highest level PowerOneView from all related entities will automatically roll up to the PowerOneView on the highest level entity.

With PowerOneView, you can choose to go as far down the hierarchy as you want. For example, if you wanted to show contacts related to a sub-account that is related to a high-level account, then on the high-level account’s PowerOneView, you could add an additional rollup entity by clicking “+ Add Related” at the top of the PowerOneView configuration.

  • Date Created: February 22, 2015
  • Last Modified: March 24, 2015

In order for CRM users that are not System Administrators to be able to use PowerOneView, they will need to be assigned the PowerOneView User security role. System Administrators will automatically be able to use PowerOneView.

  • Date Created: February 17, 2015
  • Last Modified: March 26, 2015

To add PowerOneView to an entity in your CRM system, the first thing you will want to do is make sure that entity is configured in the PowerOneView solution.

Once you’re finished with the configuration, navigate to the entity you would like to add PowerOneView to. Open a record, and click on the ellipses, and choose Form.

Click on Navigation.

Go to the insert tab and select the Navigation link.

Name the Navigation link PowerOneView, find the PowerOneView icon, find the PowerOneView web resource and click OK.

Navigate back to the Home Tab, click on Save, then Publish.

  • Date Created: February 17, 2015
  • Last Modified: April 16, 2015

To use PowerOneView, open a record you’ve added PowerOneView to, and select the PowerOneView button under the upper navigation area to open PowerOneView. You’ll now see all the related records you have configured for the entity.

You can filter your results by type, status, when the activities were created or modified on, and include related child records if you wish. You can also search for terms displayed in the “name” and “detail” columns.

You can also add activities to a entity record selected within PowerOneView with one click, using the handy activity toolbar. Note that the regarding field of the activity will be set to the record that you’ve highlighted within PowerOneView, not the record that you’re viewing PowerOneView on.

  • Date Created: December 31, 2014
  • Last Modified: March 26, 2015

PowerOneView is added to the navigation of the Account, Contact, and Lead records when imported. For any other entities that you have configured in the Setup tab, you will need to manually add the navigation link.