Custom Data Tables
Customize admin area table views in seconds. Add custom fields, rearrange data, and modify columns on the fly.
Unlock the Power of Data Customization with the Custom Data Tables Premium Module for Thulo Cloud CRM.
Ready to take control of your CRM data like never before? Experience the future of data management with our groundbreaking premium module, offering unmatched flexibility and control. It’s a game-changer for businesses of all sizes.
Key Features:
Dynamic Column Management: Effortlessly add, remove, and rearrange columns in your table views to match your specific business requirements. Enjoy the freedom to customize and move beyond rigid data displays.
Utilize Unused Data: Uncover the potential of your Thulo Cloud CRM by incorporating often-overlooked data. Display and analyze the information that’s most relevant to your organization for better decision-making.
Custom Field Integration: Seamlessly integrate custom fields into your table views. Access essential information without navigating through multiple screens—everything you need is right at your fingertips.
User-Friendly Interface (Drag ‘n’ Drop): Experience hassle-free customization with our intuitive drag-and-drop interface, designed for ease of use even if you don’t have technical expertise.
Enhanced Productivity: Streamline your workflow with tailored data views, improving efficiency and enabling quicker, data-driven decisions.
Custom Table Aesthetics: Personalize the look of your table views using custom CSS to fit your specific needs and preferences.
Why Choose Custom Data Tables for Thulo Cloud CRM?
In today's fast-paced business environment, harnessing the power of your data is crucial. Our premium module puts you in command, allowing you to tailor your data views, boost decision-making, and elevate productivity. Perfect for businesses of all sizes, this tool is crafted to meet your unique data customization needs and drive your success.
Who Can Benefit?
Admin Staff: Customize data views to enhance their workflow.
Sales Teams: Focus on key sales metrics and customer insights.
Customer Support: Display crucial customer information to streamline support.
Project Managers: Organize project data for effective tracking.
Marketers: Showcase essential marketing analytics and campaign performance.
Administrators: Monitor system performance and user activity with tailored views.
And More: No matter your role or industry, our premium module transforms your Thulo Cloud CRM experience. Move beyond generic data views and tailor your CRM to fit your specific needs for greater efficiency and informed decision-making.
Currently Supported Controllers and Data:
Leads: Company, Email, Phone, Value, Tags, Assigned, Source, Last Contact, Position, Description, Country, City, State, Address, Lead Status Change, Website, Public
Customers: Primary Email, Phone, Groups, Date Created, VAT, Country, City, State, Address, Website, Billing Address (Street, City, State, Country, Zip), Shipping Address (Street, City, State, Country, Zip)
Proposals: Total, Date, Open Till, Tags, Date Created, Project, Subtotal, Total Tax, Adjustment, Discount Percent, Discount Total, Discount Type, Country, Zip, State, City, Address, Email, Phone, Acceptance (Firstname, Lastname, Email, Date)
Estimates: Amount, Total Tax, Tags, Date, Expiry Date, Reference #, Status, Date Sent, Date Created, Subtotal, Adjustment, Client Note, Admin Note, Discount Percent, Discount Total, Discount Type, Invoiced Date, Terms, Billing Address (Street, City, State, Zip, Country), Shipping Address (Street, City, State, Zip, Country), Acceptance (Firstname, Lastname, Email, Date)
Invoices: Amount, Total Tax, Date, Tags, Due Date, Status, Date Sent, Date Created, Subtotal, Adjustment, Client Note, Admin Note, Last Overdue Reminder, Last Due Reminder, Discount Percent, Discount Total, Discount Type, Recurring Type, Last Recurring Date, Total Cycles, Terms, Billing Address (Street, City, State, Zip, Country), Shipping Address (Street, City, Zip, Country)
Expenses: Date, Project, Customer, Invoice, Reference #, Payment Mode, Tax, Note, Billable, Recurring Type, Last Recurring Date, Date Added, Total Cycles
Projects: Tags, Start Date, Deadline, Members, Status, Description, Project Created, Date Finished, Project Cost, Estimated Hours, Rate Per Hour
Tasks: Start Date, Assigned To, Tags, Description, Date Finished, Recurring Type, Relation Type, Hourly Rate, Last Recurring Date
Contracts: Contract Type, Contract Value, Start Date, End Date, Signature, Content, Description, Date Added, Acceptance (Firstname, Lastname, Email, Date), Last Sent At, Last Sign Reminder At
Custom Fields: All custom fields are supported.
