Your KPIs, follow-ups, enquiries and tasks — all in one place.
We’ve introduced Quick View, a new way to see the information you need to get your work done, wherever you are in RedView.
Quick View gives you an at-a-glance view of your personal performance and the things that need your attention. What you see depends on the RedView products you use:
RedView Acuity — a quick summary of your personal KPIs and performance.
RedView CRM — your enquiries, overdue enquiry follow-ups, and upcoming follow-ups with clients and referrers.
RedView Tasks — a summary of tasks due and those requiring attention.
A new Quick View button is available on the RedView toolbar.
Selecting it opens the Quick View panel on the right-hand side of your screen, see below. The information displayed automatically reflects the RedView products you use.
Make Quick View your own
Quick View can be pinned open, so the information you need remains visible while you work.
You can also rearrange the individual sections by dragging them into the order that works best for you. Your settings are automatically saved, so Quick View will appear the same way the next time you log in.
The goal is simple: bring together your key information and next actions in one place, so you can immediately see what needs your attention.
There is no additional cost to use Quick View. It is included as part of your existing RedView licence.
The RedView Team