Constituent Custom Views

I honestly didn't know this feature existed. I see the merit of the idea, but I think the implementation is pretty bad. The background color alone makes my eyes hurt. Looking at the prospect view right now, and it seems the pledge information doesn't load correctly (I can only see the fund, not the amount, date, or balance). Having your proposals all right there is a little bit convenient, but only a bit. Gift and financial info at a glance is nice, I'll admit. But ultiamtely, this stuff is too limited for any use case I can imagine here. We can't see attributes, relationships, addressee/salutation, the phone numbers are cramped (it would be better if the box they life in dynamically expanded based on the contents), etc. 



So my first reaction is basically that it's a good idea, but a pretty sloppy implementation. 

I also found that RE Custom Views were not very helpful for my peers.

John Heizer:

Ryan Hyde:

I honestly didn't know this feature existed. I see the merit of the idea, but I think the implementation is pretty bad. The background color alone makes my eyes hurt. Looking at the prospect view right now, and it seems the pledge information doesn't load correctly (I can only see the fund, not the amount, date, or balance). Having your proposals all right there is a little bit convenient, but only a bit. Gift and financial info at a glance is nice, I'll admit. But ultiamtely, this stuff is too limited for any use case I can imagine here. We can't see attributes, relationships, addressee/salutation, the phone numbers are cramped (it would be better if the box they life in dynamically expanded based on the contents), etc. 



So my first reaction is basically that it's a good idea, but a pretty sloppy implementation. 

I tend to forget about a lot of things like this when I haven't used them, which is why when I stumbled across it today I thought I'd ask here if other do use it.  One nice thing is that if you don't like the colors, etc. it really is CUSTOM.  The tools are there to change what you don't like and build your own from scratch if you want to (within the limits of the somewhat simple tools available).

 

I do use Appomatic and love it for several reasons:

You can put all regularly used reports &  tasks on the dashboard and group them.

You can customize the dashboard with reports for each role in the organization, so they do not have to go anywhere, but just open the main screen and click on the desired report. There are several free tools available that are helpful for analysis.

The feature I do not use is Custom Views. I found it a bit cumbersome to put together and also I found it too easy for others to move things around. Appomatic has some glitches, you will certainly find out soon, but overall it is free and well worth the download.

We were really hoping to use AppoMatic and had started playing around but then the feature stopping working on our machines!

We're now forced with the task of having to complete a view using the regular RE Custom View.



Is anyone else experiencing issues with AppoMatic? We also learned that support for this feature is going away next September, so I'm not sure if Omatic has this on their priority list at this time.