CRM Application Views

Detailed Configuration Guide

1. Original CRM System

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In the original CRM system, menu switching and page navigation were located at the bottom-left and top-right corners of the interface respectively (frontend).

2. Enabling CRM Application Views for New Tenants

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With view templates, both the menu and homepage switch simultaneously. Each view template corresponds to a specific menu and homepage configuration (frontend).

Configuring Web Application Views for CRM

1. Editing the CRM Application

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Application list showing the CRM application (Admin Console).

2. Accessing CRM Admin Console

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CRM application settings where you can edit basic information, Web, and mobile application views (Admin Console).

3. Creating/Editing Web Application Views

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CRM application Web view list (Admin Console).

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Configuring CRM Web views involves 4 steps - this shows the page configuration (Admin Console).

Configuring Mobile Application Views

1. Creating/Editing Mobile Application Views

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CRM mobile application view list (Admin Console).

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Configuring CRM mobile views involves 2 steps - this shows the page configuration (Admin Console).

Note: If tenant-level permission allows employees to customize menus, they can personalize their mobile view menus; otherwise, menus are controlled at tenant level.

2. Mobile Frontend Demonstration

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Mobile view template switching (frontend).

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Employees can customize frequently used menus (frontend).

Tenant-Level Control for Employee View Creation

1. Tenant-Level Control in CRM Basic Settings

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CRM basic settings with employee view customization toggle enabled (Admin Console).

2. After Enabling Employee View Customization

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CRM Web application view interface showing options to create new views or manage existing ones (frontend).

3. Creating New Views

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Creating new views at individual employee level (frontend).

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Creating new Web application views (individual level).

4. Managing Views

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CRM view management at individual level (frontend).

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Copying and creating new Web application views (individual level).

5. Disabling Employee View Customization

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CRM basic settings with employee view customization toggle disabled (Admin Console).

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CRM Web application view interface showing only tenant-level view switching when customization is disabled (frontend).

Frequently Asked Questions

5.1 How to adjust view components when accessing ShareCRM from DingTalk or WeCom?

• For customers using legacy H5 pages, they need to apply for either “DingTalk - Legacy H5 to New Homepage Migration” or “WeCom - Legacy H5 to New Homepage Migration” feature flags
• After approval, view adjustments can be made in Admin Console -> “DingTalk - ShareCRM” or “WeCom Social CRM” applications

Note: - Example screenshots of legacy H5 pages are available in the respective feature flag descriptions - Before applying, confirm that “DingTalk - ShareCRM” or “WeCom Social CRM” applications exist in the Admin Console application list

5.2 How to make ShareCRM app use the same view as WeCom or DingTalk CRM applications?

• Legacy CRM customers should first complete the feature flags mentioned in 5.1 above, which will make WeCom or DingTalk mobile display views from “DingTalk - ShareCRM” or “WeCom Social CRM” applications
• Apply for “New CRM Application” feature flag
• After approval, create a new main navigation for “DingTalk” or “WeCom” platform, removing and re-adding the CRM application during configuration

5.3 Why can’t new users see CRM application in web navigation after role assignment?

• Check quota availability in Admin Console homepage
• Verify if assigned roles have CRM permissions (specifically list view permissions for relevant objects)
• Check if the user is included in the CRM application’s visibility scope (Admin Console -> Application List -> Edit CRM Application -> Basic Information)
• Verify if enabled application views include the user in their scope
• Check “More” in main navigation for CRM application
• Hover over avatar, click “Main Navigation Settings”, then “Restore Defaults” to check if CRM appears

5.4 Which components can be accessed via floating quick navigation?

• To-do items, My Orders, Charts (Sales Briefing, Lead Conversion, Leaderboards), Scenarios, Dashboard, Custom Components, Announcements, Tasks, Calendar, and Menu Entries.

5.5 Why don’t “Tool Components” appear on mobile when Web view has mobile adaptation enabled?

• Tool components are Web-only features and cannot be displayed on mobile through adaptation