Multi Data Templates in Cogmento CRM

You can create additional data templates in Cogmento CRM. These additional templates can represent different views of your records.

For example, you might have two different types of Deals being made. One for services and one for products. The deals might share information but might also have unique fields for each type. You can create an additional template to hold fields representing a services aspect of a deal. You can then flip between the different views from within the deal view page.

Creating additional templates

Open the Settings screen:

and select the Configuration tab. There you can select any of the data templates from the left:

Once you select the data template to edit, you’ll notice these controls at the top of the form:

Thos controls allow you to clone the existing template (for further editing), or create a new minimal template, containing only the required fields of the model.
Whichever option you choose, you can follow up by editing the template, removing and adding fields as you see fit.

You can designate any template to be the default one.

Once you have more than one template for a record type, you will see controls to change the active template when creating, editing or viewing records.

Note

Multi templates are a PRO only feature.