With Release 17, we have a few visual and functional enhancements that make using CRM On Demand that much better for us all. I'll mention a few here, but to get the full outline of these upgrades, I recommend taking 10 minutes to view the Release 17 Usability Transfer of Information course.
First and foremost, I find the ability to customize your theme (or skin) pretty cool, but I've said that before. Take a look at the Selecting Your Theme and the Themes - Create Your CRM Style blog articles for more information.
My next favorite is the resizeable user interface (UI). CRM On Demand will dynamically fit the device and screen resolution you're using, which includes the resizing of fields, field editors and pop-ups. If you have a wide screen like me, you should appreciate that one very much.
To make it easier to see that resized UI, the detail pages got a little face lift. New horizontal lines and other subtle changes make those pages easier to read. Also, those things you need to know, like error messages and inline help are highlighted with a little icon to show the message type.
You may not think every change to the detail pages are particularly exciting, but I'm sure you'll enjoy the new Head Up Display, which saves you scrolling time by adding links to related information sections. I like that the head up display travels with me as I move up and down the page...it's like a little friend that takes me where I want to go as fast as possible.
You may also really like the fact that the copy record feature is now available for all record types from both detail pages and lists. Your company administrator can choose which fields get copied, so you can maximize your efficiency when creating new records.
Lists also got a face lift. Alternating colors in rows make it easier to see your data. Also, the Favorite Lists icon is now on the list itself, so you can save your most useful lists with one click.
If you've ever tried to create a new list with 10 columns or more, you'll be happy to hear that the maximum number of columns in a list has increased from 9 to 20. This is great news, but doesn't mean you should include the kitchen sink in your list...excess columns can slow list performance. So choose your columns wisely.
Again, these are just a few of my favorite things. Let us know what you think about the new usability features. What are your favorite things?
