ZigaForm version 5.3.5

Custom Data Views (CDV)

By |2021-08-02T16:41:58-05:00March 26th, 2018|Comments Off on Custom Data Views (CDV)
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Introduction

Custom Data Views (CDV) can be powerful tools that allow our programmers to add a variety of information to a single location for use by you. For example, if you wanted a list of Sales by Salesperson, shown by month, and grouped by job, we can add that for you. We can include a report that is fully editable (you can modify). As with other lists, you may filter, sort, print, or export to Excel.

We can create just about anything for you. Please contact your Salesperson for details and pricing.

We have provided several examples with more being added as requested later on. The best way to learn about them is to experiment. To access the Custom Data Views, simply do the following:

Step-by-Step

  1. Login to Total Office Manager (as usual)

  2. From the main menu, please select the Reports Menu

  3. Select Custom Data Views (located at the bottom of the Reports Listing)

  4. Select the Data Views Menu

  5. Select the option to Download/Update Views

  6. From the List of available Data Views, you will see one that says Service Agreements. Check the box under the Update column next to the Service Agreements view.

  7. Select the option to Update Selected Views

Tips

  • Once the above is completed, you will then be able to select your downloaded Data View(s) from the Data Views Menu.  Some of the views come with a sample report that can be modified, if desired.  You can preview a Sample Custom Data View report by selecting Reports | Setup.  When the Report Setup options appear, choose the option to <Add New> from the drop down.  This will enable you to view and/or manipulate the report layout.
  • Regular software updates do not include Custom Data Views. You must check for new data views and updates from the Custom Data View form.
  • We add Custom Data Views on a regular basis. We also update existing ones as needed, so please be sure to check for updates often. To do this, simply follow step 5 (above).

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HVAC Electrical Plumbing Software

Aptora delivers a true All-In-One services software solution including CRM, accounting, payroll, inventory, vendors, sales, marketing, dispatch, flat rate pricing, and more. NO 3rd party plugins or integrations required. Created by contractors for contractors, we know what it takes to grow your services-based businesses.

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