After opening the Change Machine COACH app, your coaching customer records are where you can enter and edit their financial information. Here are a few ways you can access your customer records.
NOTE: In Salesforce, customers are called Contacts.
Accessing your Contacts
After logging into Salesforce and opening the Change Machine COACH app, there are multiple ways to create and view your customer records.
The COACH Homepage Contacts Panel
On the COACH Homepage, scroll down to view the Contacts (Customers) panel on the bottom left corner.
You can:
- View recently opened or viewed Contacts: On the list of Contacts that display, click on the name of that Contact to open their record.
- Search and select a Contact: Use the Find a Customer search box to start searching for existing Contacts. Contacts that match your search results will display and you can click on the name of the Contact you want to view.
- View All Contacts: Click the View all button to view all Contacts (that you have access to) that have been added to your organization's Salesforce instance.
- Add a New Contact: Click the + (plus sign) button to begin creating a new Contact record. For more information about adding a new Contact, view our Creating a New Customer in COACH help article.
The Contacts Tab
On the COACH Homepage, on the top row of tabs available, click on the Contacts tab to view all Contacts that have been added to your organization's Salesforce instance.
After clicking on the Contacts tab, you may see a list of Contacts. You can click on any Contact's name to open their record. The default view for lists of data in Salesforce (like with the Contacts and Workshops tabs) is generally the Recently Viewed records.
Salesforce has a feature called List Views that allow Users to filter and view records. For instance, a List View can be used to only show Contacts that were created this year or only Contacts that participate in a particular program your organization offers. The Contacts List Views can only show and filter information that is shown on the Contact Intake tab.
Using List Views
NOTE: In a list view, you see only the data that you have access to.
To change your currently selected list view, select a list view from the dropdown menu. Any list view that has (Pinned list) next to the title or that shows the blue push pin in a vertical position is the default list view that you will see after opening the Contacts tab. You can pin a different list view by clicking the push pin icon and this will become your default list view.
List View Actions:
When viewing information like Contacts and Workshops, you can do the following:
- View the available list views and change your default list view.
- If you have permissions, you may be able to create, edit, or deleted List Views.
- Create new records such as Contacts or Workshops.
- View the below information in various graph formats and create, edit, or delete filters to limit the results that are show below.
- View the results below in different table views such as a standard table view (default), Kanban view, tiled view, or split view.
- Use the search bar to search for results that may be included in the list below.
If enabled, you may also be able to edit the information directly from the list if the above pencil icons are visible or by selecting the down arrow to the right of the record and selecting Edit.
For more information about using and editing List Views, view this help article from Salesforce: Work with List Views in Lightning Experience.