A new version of our FilterPoint web part for SharePoint is available – v1.3.3
This new version adds a configurable Date Range control.
More details are in the online manual.
SharePoint is the platform millions of organizations use to manage various facets of their businesses. However, in many cases, SharePoint’s built-in functions do not provide the ease of use and advanced functions that users need to work efficiently and effectively.
Some SharePoint consulting firms will recommend custom-built web parts to provide the necessary functionality required. Before going this route, companies would be wise to evaluate pre-built applications and web parts to save significant time and money! Evaluating and sourcing the right products however can be an overwhelming task – and falling prey to vendor hype a common outcome. This is particularly true with CRM technology (Business/Customer Relationship Management).
Benefits of a 100% SharePoint- based CRM application:
A system that is designed to be highly configurable and evolve with the business’s ability to embrace change is the key to a successful implementation and a higher than average level of user acceptance.
Designed exclusively for SharePoint, SharePoint CRM by LookOut Software revs SharePoint up with dynamic, flexible and powerful features out of the box – yet is easy to personalize, scale, and upgrade as needed.
Rather than reinvent the wheel, LookOut Software partnered with one of the top Web Part developers in the industry to provide powerful, yet optional, enhanced functionality for its CRM application.
Pentalogic’s Filter Point, Pivot Point, Highlighter and Reminder web parts enhance and further empower SharePoint CRM with easy to use, flexible and comprehensive interactive Charts, Graphs, Filters, Alerts and more.
SharePoint CRM and Pentalogic’s simple- to-use and effective add-on web parts combine to create the ultimate Flexible CRM Solution for SharePoint.
Our FilterPoint web part is now compatible with SharePoint 2013 as of version 1.3.2.
If upgrading from SharePoint 2010 to SharePoint 2013 simply perform the upgrade then install the latest version – your old settings and license key will be picked up.
This page will be updated as our other web parts are made SharePoint 2013 compatible
Here’s how you can turn SharePoint’s built-in Task list into a powerful task tracking tool, using Pentalogic products.
These are just examples to get you started – we’re only scratching the surface here of what’s possible with our range of flexible SharePoint web parts.
To start, just create a new blank site and add a task list. Here’s one I made earlier:
Now just follow our guide for each section (or just the sections you want):
Each section has step-by-step instructions and a screenshot of the configuration to compare against.
To make the high-priority and upcoming tasks really stand out, we’re going to add a couple of highlighter columns.
Here’s what you will see on the All Tasks view – coloured flags to show priority, a column showing how long we’ve got left to complete items and a red highlight for things that are overdue.
On your site’s home page we’re going to add an at-a-glance overview of your tasks: A view of the task list (highlighted, if you did the previous section) and a task calendar.
Here’s what your home page will look like once we’ve finished:
Now we’re going to create an Analysis page to produce some graphs and reporting data from your task list.
You will have an Analysis page that looks like this – showing charts for each persons workload.
Let’s add a graph to show us if tasks are being raised too often as “High priority”:
Next we’ll add a graph to show the status of tasks assigned to everyone. That’ll show us if we have any bottlenecks in the team:
Lastly, let’s add a filtering web part. this will allow us to drill down into our data by selecting certain statuses and date ranges:
You can display the page on the Quick Launch menu via Site Actions -> Site Settings and selecting the Quick Launch option under Look and Feel.
The last step is to configure Reminder to send email alerts to us when tasks are overdue. You’ll need to create the Pages document library if you skipped the previous section, and then continue with the instructions:
You should hen see the following on the page:
You can also setup email alerts to remind you when tasks are due in a few days.
Your mundane Tasks list is now an all-singing all-dancing Task Master!
This is just one example of the many possible solutions that can be achieved with our products. Please feel free to browse the product pages below to learn more or take advantage of our 30 day free trial:
FilterPoint has had the ability to send Date Filters but a common request has been Date Ranges – like showing everything this month, last year or between two arbitrary dates.
The good news is that we’ve added this in to FilterPoint as of version 1.2
Yes it is – it’s just a limitation of SharePoints filtering I am afraid, but all is not lost!
This page shows how you can do things like Month filtering using calculated columns and this blog article shows how you can setup “Current Month/Previous Month” views using nothing more than Calculated Columns and View filters.
As always you can upgrade without losing any settings by downloading and running the latest trial version and selecting “Upgrade” when prompted (don’t forget you need the a recent version of Planner (v2.6.9+) and PivotPoint (2.2.0+) to accept date range filters.
We’ve just released a new version (v1.1.3) of our FilterPoint web part for SharePoint. We have had plenty of user feedback over the past few weeks and this new version has some added features and functionality that we hope you will all find useful.
As you know, FilterPoint already gives you the ability to set default values globally, to help get users to the most relevant information quickly.
And now new functionality in v1.1.3 will help each user get to their own individual information more quickly too.
There are 2 ways FilterPoint does this. First by re-loading the last used filter values when you revisit a page. And secondly by looking for FilterPoints on different pages that filter on the same fields, and getting them to fetch records with the same values.
Well, let’s take the example of 2 national sales account managers. Freda’s biggest client is Big Corp and Sophie’s most important customer is Enormous Inc. They each want to know what is going on with their key accounts on a daily basis.
So Freda and Sophie both look at dashboards that show sales activity, financial account status, cases and help tickets etc. Freda always filters to see the stuff on Big Corp and Sophie always filters to see what’s happening with Enormous Inc.
Because FilterPoint will now save filter values between visits to a page each account manager will see information on her main client account as soon as she opens a page – so long as that was the last thing she looked at when she last visited the page.
Even better, once one FilterPoint is set up to filter for “Client = Big Corp” by Sophie, all other FilterPoints on the site will also look for information on “Client = Big Corp” and display this for Sophie, so long as this field and value exist in the lists and web parts they have been applied to.
These two new features should be a real time saver for many users.
In addition, there are other new features in FilterPoint v1.1.3:
If you’re an existing customer or trial user you can download and upgrade to the latest version.
And if you haven’t yet tried FilterPoint why not download a 30 day free trial now?