Customizing Database Views and Exports

RealNex CRM empowers Commercial Real Estate professionals to access, filter, and export data precisely as needed for their unique workflows. Customizing database views streamlines daily work, helps ensure data quality, and enables quick reporting, saving time and increasing productivity. In this guide, you’ll discover how to tailor database views, apply filters, and export your records efficiently.

 

Understanding RealNex CRM Views

Views in RealNex CRM allow users to customize which Columns are displayed and organized (in List View) according to your business needs. Choose specific columns, reorder them, and save Views for different use-cases, such as prospecting, tracking deals, or property management. Custom Views enable more relevant insights and easier navigation for daily workflows.

 

Customizing and Saving CRM Views

1. Navigate to the desired CRM Table (Contacts, Companies, Properties, etc.).
2. Select “Views” > "Edit" to choose and arrange columns.
3. Drag-and-drop fields to reorder them according to workflow.
4. Save ("Save As" > "New") the custom View for future use and/or share with your team.

 

Combine Filters and Views to create New "Lookups"

• Use Filters to narrow results by property type, company, lead status, etc.
• Combine multiple criteria for targeted prospecting or deal management.
• Attach commonly used Filters and Views to build "Lookups" for repeated use and increased efficiency.
  1. Apply search criteria with Filters
  2. Select "Views" > "Edit" to adjust columns
  3. Select "Save As" > "New"
  4. Name and Add your new View to your favorites list
  5. Click "Attach Filter", then "Save"
• Access Lookups under the "Views" button, indicated by the 'Filter' icons:
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Efficiently Export Spreadsheets from your CRM

1. Apply desired Filters and customize your View to show only required records and fields.
2. Click “Output” and choose your preferred format from the bottom of the lsit (CSV, XLSX).
3. Download the file for use in reporting, analysis, or client communications.

 

Conclusion

Customizing your CRM Views and exports in RealNex CRM ensures that valuable CRE data is easily accessible, actionable, and ready for reporting or analysis. Adopting personalized views and filters streamlines daily operations, enhances collaboration, and delivers the data-driven agility needed for Commercial Real Estate success.