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Feature checklist

Everything EasyCRM does, on one page. Each group links to the detail.

Access and users​

  • Username and password sign-in — no Salesforce licence for portal users
  • Self-service password reset
  • Three roles: Standard, Admin, Super Admin
  • Multi-company: one installation serving many client companies
  • Delegated administration, including which console tabs each company's admins see
  • Deactivation that preserves records and audit history
  • Administrator-initiated password resets
  • Support impersonation, logged on both names and opt-in
  • Account lockout after repeated failed sign-ins, with email warning
  • Automatic session expiry
  • Sign-in hour restrictions, per profile
  • IP range restrictions, per profile
  • Default landing tab, per profile
  • Portal users linkable to Salesforce users; manager relationships
  • In-portal notifications with unread count
  • Automatic emails: credentials, password reset, account locked, account closed

Records​

  • List views with saved columns, filters and sorting; pin a default
  • Filters with AND / OR / NOT and brackets
  • Per-person column selection
  • Sorting, with picklists in defined order
  • Search within a list, and global search across all objects
  • Row-level action menus
  • Configurable record pages with sections and related lists
  • Separate, shorter field set for the new-record window
  • Full editing and single-field inline editing
  • Field-level edit control
  • Record types, assignable per company
  • Ownership and transfer
  • Clickable emails, phone numbers, addresses and linked records
  • Configurable home page, per app, with an announcement
  • Personal display settings: menu position, theme, row density

Activities and files​

  • Calls, tasks, events and emails against any record
  • Activity timeline with date, type and status filters
  • Expand-all and full-history views
  • Tasks on the assignee's home page, with overdue flagging
  • Upcoming events on the home page
  • File upload, preview, download and delete
  • Files attached to records, inheriting record access
  • Recent, Owned by Me and All Files views

Reporting​

  • On-screen report builder with live preview, undo and redo
  • Single-object and two-object report types, with and without matches
  • Tabular, summary and matrix reports
  • Multi-level grouping down the side and across the top
  • Sum, average, minimum and maximum, with subtotals and grand totals
  • Report filters with filter logic
  • Relative date ranges
  • Locked filters readers cannot change
  • Reader-side filtering that does not alter the saved report
  • Bucket columns for picklist, number and text fields
  • Row-level and summary formula columns
  • Bar, column, line, pie, donut and gauge charts, re-sliceable by any grouping
  • Folders and favourites
  • Clone and Save As
  • Export as formatted report or details only
  • Sharing with companies or named users, at read or edit, revocable
  • Import of existing Salesforce reports
  • Formula sync between portal and Salesforce reports

Dashboards​

  • Metric, bar, column, line, pie, donut, gauge and table tiles
  • Drag-and-drop layout on a configurable grid
  • Separate page and tile themes, light or dark
  • Dashboard-wide filters with per-tile field mapping
  • Run as the viewer, or across all data
  • Cached results with on-demand refresh

Security​

  • Per-user, per-object read, create, edit and delete
  • Layout-edit permission and field-level edit control
  • Profiles for baselines; permission sets for exceptions
  • Org-wide defaults: private, public read, public read/write
  • Sharing rules by owner or by field criteria
  • Public groups, nestable, containing users, roles and other groups
  • Role hierarchy with upward access inheritance
  • Restriction rules to narrow access
  • Account scoping: users tied to an account see only that account's records
  • Child records scoped through a parent field
  • User-match field tying records directly to a person
  • Manual sharing of a single record with a person or group
  • Record-access diagnostics showing who and why

Configuration and branding​

  • Page layouts: fields, sections, related lists, new-record window
  • Tab selection and ordering
  • Apps, assignable per company
  • Custom buttons — web address, Salesforce flow, new child record, background action
  • Extension point for bespoke record-page screens
  • Home page cards, per app, with an announcement
  • Portal name, logo, favicon and colour themes
  • Default navigation layout, overridable by each person
  • Block-based sign-in designer with draft, preview, publish and restore
  • Desktop and phone previews
  • Protected credential fields that cannot be moved or imitated
  • Automatic creation of the portal's own fields on your objects
  • Import of existing Salesforce page layouts

Data and integration​

  • CSV import with on-screen column mapping and a failure report
  • Saved column mappings for recurring imports, per company
  • Read-only REST API with scoped, filterable keys
  • One-time secrets; edit, regenerate and revoke
  • API usage analytics by period, company and user, with export
  • Automatic retention and tidy-up of API request logs
  • Scheduled publishing of portal reports into Salesforce, with a result digest
  • Activity emails sent from a record, plain or formatted

Operations and scale​

  • Tamper-proof audit log, filterable and searchable
  • Installation health checks
  • Virtualised rendering of large lists and wide reports
  • Exact record counts at volume
  • Report cache control, org-wide or per company
  • Licence limits with per-company overrides