This guide explains how to switch between and customize the different record views available in Investment Dominator 2.0. You can use List, Card, or Calendar views under any main section to view and manage your records effectively.
STEP 1: Access Record Views in Any Main Section
- Navigate to one of the main sections from the left menu: Prospecting, Buying, Marketing, or Selling.
- Locate the three view icons at the top right of the screen above the records.
STEP 2: Switch Between List, Card, and Calendar Views
- List View: Click the List icon to display records in a table format showing multiple records with key information organized in columns. This view is ideal for quickly scanning, sorting, filtering, and managing large numbers of records.
- Card View: Click the Card icon to display each record as an individual card with the most important details. This view is useful when you want a simplified, more visual overview and to focus on one record at a time.
- Calendar View: Click the Calendar icon to display records based on their associated dates on a calendar. Use this view to track scheduled activities, deadlines, follow-ups, and other date-related information.
STEP 3: Customize Your Default Record View
- Go to Profile in the system menu.
- Select Views.
- Choose your preferred default view (List, Card, or Calendar) for each section of the system.
- Your selected default view will be applied whenever you access that section.
Frequently Asked Questions
Can I see all record details in all three views?
Each view shows key information but with different layouts. For full details, use List View for comprehensive data, Card View for summarized details, and Calendar View to focus on date-related records.
Does changing the view affect other users?
No, view changes only affect your personal interface and do not impact other users in the system.
Can I filter and sort records in each view?
Yes, List View supports robust filtering and sorting. Card and Calendar views may have limited filtering capabilities depending on the section.
Why is Calendar View useful?
Calendar View helps visualize records by date, making it easier to manage deadlines and schedule-based tasks.
How do I revert to the system default view?
Reset your preferences anytime in Profile > Views to revert back to the system defaults.
