DataView is a Feature of TT-CRM that allows Users to create requests within the Data of the Database. An intelligent System takes care of the relations of the Data, so the user doesn’t have to care about it. Every Request can also be used to create Exports as JSON or CSV.
In general, when you open DataView it opens up a blank new DataView. By adding a name and clicking on “Save and Execute” the query will be saved and creates results.
Visibility of Queries
A query can have one of three states: Only me, everyone, and the public.
If a Query is set to “only me“, the user who has created the query can see, open, edit and execute it. Everyone means that a User of your CRM has access to this query and can also edit and execute it. Public means that this Query can be used in the Public and fetch Data from these as JSON and CSV. This can be useful if a third parties application wants to use Products or other Data from within the CRM. This feature should be used with care.
Please take note, that CSV and JSON public export are not available for TT-CRM Cloud.
A query can be easily edited by adding new fields.
By clicking on the Plus-Symbol you can choose a table and a field that is available in this table. Additional to this, you can set a condition.
Allowed conditions are equal, less than, greater than, not equal, and between. They take effect when you click on “Save and execute”.
With an eye on privacy, the Dataview excludes WhatsApp Messages and Notices that are made by the User.
Every DataView Query can be used as a Form, as long there are conditions. These Forms are available on the Dashboard and in the Querylist of the DataView Page.
You can click on every Value within these Tables to get to the related Detail. As an example: If you click on a full_name of a Contact it will open the Contacts Detail Page of this contact.