Alexa Best Small and Medium Business CRM Software - ConvergeHub

User Listing

You can get an overview of all the users in the user listing page. Name of the user, administrator, status and email are all mentioned here. New user can be added to the User Listing page by clicking on ConvergeHub tab in the upper right corner of the user listing page.
ConvergeHub

  • You can carry out a quick search of different users by putting keywords in the ConvergeHub field.
  • You can carry out an advanced search of the different users by filling in the various search criteria. The search criteria will open up once you click on the ConvergeHub link.
    ConvergeHub
  • You can save the criteria that you put in the Advanced Search option. The criteria you save will be available on the ConvergeHub drop down. Doing this will prevent you from typing in the same criteria repetitively.
  • You can click on the check-box to select one or multiple users for mass update.
  • The Users can be followed by clicking on ConvergeHub.
  • You can export any user detail to CSV ConvergeHub or PDF ConvergeHub format. You can also delete a user detail by clicking on ConvergeHub
  • The Users listing is paginated and you can set the number of Users you want to display per page.
  • You can get the options of adding task, event, comment; viewing followers and sending email by hovering the cursor on a particular user.
  • By selecting check boxes beside the Users, you can perform mass email them from the action drop-down.
  • Add new users by clicking on clicking on ConvergeHub tab.
  • You have two types of views for the Users listing page i.e. column view ConvergeHub and row view ConvergeHub. You can select the view depending on your requirement.
  • The display of various Users fields can be customized by making mouse hover on ConvergeHub and then selecting the required fields you want to display.
    ConvergeHub
  • From the select drop down you can Create Task, Add Comment, Schedule Event, Copy and Email.
  • You can edit ConvergeHub or delete ConvergeHub a user detail by clicking on the respective icon.
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