Published at: 2025-10-30

CRM Application Views

1. Configuration Details

The counts of CRM app creations, active usage, and tenant numbers are high-frequency metrics. Historically, development focused more on the UI PaaS capabilities than on the CRM app itself. To strengthen CRM functionality and align it with PaaS app capabilities, we have unified all PaaS-based framework features within the CRM app. This maximizes value and reduces customer cognitive load. The upcoming features will apply to new tenants (current registrants) where the CRM app is upgraded to support view templates. Existing tenants with legacy data will be handled in a later migration plan.

1. Original CRM

image The original CRM menu switch and page switch are located at the lower-left and upper-right of the page respectively (front-end).

2. New tenants enable CRM app views

image The menu and home page switch together with the selected view template. Each view template maps to one menu and one home page (front-end).

2. Configure CRM App Web Views

1. Edit CRM App

image App list — CRM app (Admin Console).

2. Enter CRM App Admin Console

image CRM app — edit basic info and Web/Mobile views (Admin Console).

3. Create / Edit Web App View

image CRM app Web view list (Admin Console).

image Configuring CRM app Web views involves four steps. This screenshot shows the page configuration (Admin Console).

3. Configure CRM App Mobile Views

1. Create / Edit Mobile App View

image CRM app mobile view list (Admin Console).

image Configuring CRM mobile views involves two steps. This screenshot shows the page configuration (Admin Console).

Note: If the tenant-level setting allows employees to customize menus, staff can personalize menus in the mobile view. Otherwise, menus follow tenant-level control.

2. Mobile Front-End Preview

picture coming soon: Mobile view template switching (front-end).

picture coming soon: Employees can customize frequently used menus (front-end).

4. Tenant-level Control: Allow Employees to Create Views

1. Tenant-level switch in CRM basic settings controls employee operations

image CRM basic info — toggle for allowing employees to customize views (Admin Console).

2. After employees enable custom views

image CRM app Web views — Create View and Manage Views (front-end).

3. Create View: employees can create personal views; these views apply only to the creating employee

image Create View — personal level (front-end).

image Create Web app view (personal level).

4. Manage Views: employees can create personal templates from scratch or by using “Copy and Create”

image CRM app view management — personal level (front-end).

image Copy to create new Web app view — personal level (front-end).

5. Disable employee custom views

image CRM basic info — toggle for allowing employees to customize views set to Off (Admin Console).

image CRM app Web views — employees can only switch tenant-level views in the front-end.

5. FAQs

5.1 If mobile users log into ShareCRM via DingTalk or WeCom and need to adjust components in the view, what should they do?

  • If the customer still uses the legacy H5 homepage, apply for the “DingTalk — legacy H5 homepage switch to new homepage” or “WeCom — legacy H5 homepage switch to new homepage” gray release.
  • After approval, adjust the view in Admin Console -> “DingTalk - ShareCRM” or “WeCom SCRM” app.

Note: - Example screenshots of the legacy H5 page appear in the gray-release items “DingTalk — legacy H5 homepage switch to new homepage” or “WeCom — legacy H5 homepage switch to new homepage”. - Before applying, confirm that the Admin Console app list contains the “DingTalk - ShareCRM” or “WeCom SCRM” application.

5.2 How to make the ShareCRM mobile app and the WeCom/DingTalk CRM app use the same view?

  • Legacy CRM tenants should first complete the gray release in 5.1. After that, the mobile display for WeCom or DingTalk will use the view from the “DingTalk - ShareCRM” or “WeCom SCRM” app.
  • Apply for the “New CRM” gray release.
  • After the gray release succeeds, when creating a new app main navigation with the target platform set to “DingTalk” or “WeCom”, remove the CRM app during configuration and then add it back.

5.3 New CRM tenant: new users assigned Roles cannot see the CRM app in the web main navigation after login. Possible causes?

  • Check Admin Console home to confirm available quotas.
  • Verify the assigned Role includes CRM permissions, i.e., the Role’s business feature permissions include list-view access for the relevant object.
  • In Admin Console -> App List, edit the CRM app and confirm the app’s visibility scope includes the user.
  • In Admin Console -> App List, edit the CRM app and confirm the enabled app view scopes include the user.
  • Click “More” in the main navigation to see if the CRM app is listed.
  • Hover over the avatar, go to Main Navigation Settings, click “Restore system defaults” to see if the CRM app appears.

5.3 Which components does the floating quick-access navigation support linking to?

  • To-dos, My Orders, Charts (Sales Briefing, Leads Conversion, Leaderboard), Scenes, Dashboard, Custom Components, Announcements, Tasks, Calendar, Menu Entry.

5.4 Web views enable mobile responsiveness, but mobile does not display “tool components”. Why?

  • Tool components are web-only components. Mobile has no tool components and cannot render them responsively.
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