Integrate Mavis DB With Smart Views

1. Feature Overview

Admins can create Mavis Smart View tabs to display data stored in Mavis DB.
They can also configure permissions, to enable users to add, update and delete data from the Mavis Smart Views tabs.

For example, you can empower users to manage data on your inventories, properties, courses, etc., or, you can display any data that helps your users in their everyday operations.

Note: This feature is currently not available on the LeadSquared Mobile App.

Mavis Smart Views Integration

If you’re new to the Smart Views feature, see LeadSquared Smart Views, and Smart Views for Admins.

 

2. Example Use Cases

  • Grants users role-based access to add, update or delete data from Mavis DB tables.
  • Give inventory teams CRUD access to manage inventory tables in Mavis DB.
  • Sales managers and sales users can view/update inventory while making sales – e.g., available/blocked/booked properties within a date range, availability of doctors/rooms, inventory of courses, books, etc.

 

3. Prerequisites

  • You must be an administrator user.
  • You must have Mavis DB enabled on your account. For more details, contact your Account Manager or support@leadsquared.com.

 

4. Create a Mavis Smart View Tab

  1. Navigate to My Profile>Settings>Leads>Views>Smart Views.
  2. Click create icon.

LeadSquared Smart Views

  1. Enter a name for the Smart View, then click Create Tabs.
  2. Choose Type as Mavis and enter a Name and Description.
  3. Click the Select Condition link.
    1. Select the database.
    2. Select the table name within the database.
    3. Add filter conditions to filter the data from the table. For example, you can filter the ‘State’ field to display results within a particular state:
      • Column Name – StateName| Operator – Equals | Value – Karnataka
      • For more information on filter conditions, see filter conditions.
    4. Click Add to add more filter conditions. You can add up to 20 filter conditions by default. To increase this limit, reach out to your account manager or support@leadsquared.com.
      • For multiple filter conditions, select whether you want All Criteria (and) or Any Criteria (or) to apply.
    5. Click Save.
  4. Verify the filter conditions, then click Save.

Mavis Smart Views

To create more tabs:

  1. Click the icon.
  2. Click Add New Tab.

Note:

  • You can create tabs of different types (Lead, Activity, Mavis, etc.) in the same Smart View.
  • You can re-order columns on the table by dragging and dropping them.

Mavis Smart Views

 

5. Configure Tab Permissions

Admins can configure the following permissions on the Mavis Smart View tab:

  • Read Data (enabled by default)
  • Add Row
  • Update Row
  • Delete Rows
  • Export Data

To configure permissions –

  1. Click the Configure link.
  2. Enable the slider alongside the permissions you want to grant.
  3. Click Save.

Mavis Smart Views

 

6. Assign Smart Views to Teams

Now that the Mavis Smart View tabs are created, assign them to your teams – Assign a Smart Views tab to a team.

 

7. Using Mavis Smart Views Tabs

Users logging in (based on the team) will now be able to work on the Mavis Smart Views tabs, based on the team assignment configured in the previous step.

7.1 Column Customization

To configure the columns you want to see on the grid:

  1. Under Actions, click Select Columns.
  2. Select the columns you want to view.
  3. Click Show Selected.
Note: You can re-order columns on the table by dragging and dropping them.

Mavis Smart Views

 

7.2 Manage Filters

Users can add further filters to the existing filter conditions set by the admin:

  1. Click the LeadSquared Mavis Smart Views Integration - LeadSquared icon.
  2. Add the new filter conditions.
  3. Click Save.

LeadSquared Mavis Smart Views Integration - LeadSquared

The options to Add Row, Update Row, Delete Rows, and Export Data will appear under the Actions menu, based on the permissions configured for the tab by the admin.

 

7.3 Add Row

  1. Hover your cursor over the Actions menu.
  2. Click Add Row.
  3. Enter the row details, then click Add.

LeadSquared Mavis Smart Views Integration

 

7.4 Update Row

  1. Select the row you want to update. You can only update one row at a time.
  2. Hover your cursor over the Actions menu.
  3. Click Update Row.
  4. Enter the row details, then click Update.

LeadSquared Mavis Smart Views Integration - LeadSquared

 

7.5 Delete Rows

  1. Select the rows you want to delete.
  2. Hover your cursor over the Actions menu.
  3. Click Delete Rows.
  4. On the Delete Rows pop-up, click Delete.

LeadSquared Mavis Smart Views Integration - LeadSquared

 

7.6 Export Data

  1. Hover your cursor over the Actions menu.
  2. On the Export Data pop-up, if you want to –
    • Export only specific columns, click Export Selected columns, and select the columns you want to export.
    • Export all columns, click Export All columns.
  3. Click Export.

Mavis Smart Views

Note: Once the export request is successfully processed, you’ll receive an email with a link to the exported data file. This link is valid only for 6-hours.

Mavis Smart Views

 

Any Questions?

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