The Best New Feature In SmartSuite Dashboards
Automation Helpers
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The Best New Feature In SmartSuite Dashboards
1 216 просмотров · 1 год назад
Automation Helpers
38,5 тыс. подписчиков
1 216 просмотров · 1 год назад
SmartSuite unleashed a ton of updates for its interactive dashboards - the one that has been making the biggest difference in our client builds is the ability to chain record selectors together.
Imagine being able to have Accounts - Projects - Invoices, or Opportunities - Contacts - Accounts, or Campaigns - Assets - Versions, with each level filtered dependent on the previous one.
This has the ability to save your team a lot of clicks so that you can create a complex process on a single screen, as opposed to clicking around between several grid and record views.
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🎯 Want your own automation system, or have a project in mind?
Book a FREE 30 minute consultation call, let our experts help you!
👉 https://leeman.io/ioyBrDF
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Get started with SmartSuite for FREE today:
👉 https://partners.smartsuite.com/autoh...
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⏰ Timestamps:
00:00 Intro
01:37 Create dashboard + account selector
02:24 Add project selector
03:36 How chaining works )
04:06 Show invoices
05:25 Switch to invoice selector
06:22 View invoice details
07:11 Final workflow demo