Understanding the ZynBit Task Pane

ZynBit task pane user interface

kb-quickfile

 

 

The ZynBit task pane has been designed to minimize clicks while providing a powerful, intuitive interface to Salesforce.  Each icon at the top of the task pane displays or creates records in Salesforce, and filters are available to focus the results of the search.

 

Icons are as follows:

home-icon Home

file-email-iconFile Email lets you file an email to any name and related object in Salesforce. If an email is already filed, the File Email button displays the current location where the item is saved, and provides a file again button to file in an additional location.

create-new-iconCreate New allows the creation of any type of record in Salesforce to which you have access.

my-activities-iconMy Activities shows Salesforce activities.

my-opportunities-iconMy Opportunities lists Opportunity records in Salesforce owned by the user.  Version

search-iconSearch works like the Salesforce search, comparing the text entered to contacts, leads, accounts, opportunities, cases etc. A reference card is shown with basic information about the records so that the correct items may be selected.

 

 Record Cards display basic information about items in lists including contacts, cases, opportunities and custom objects.  This allows you to differentiate between listed items on a much better basis than by name alone.  The total number of matching records is shown here as more than 5 matches.

cards

 

Filters make lists of items as opportunities, cases, events and tasks  more usable.  The pattern is to show all records, my records, my open records, three sort options and records owned by other users.  In the case of activities and opportunities, additional options exist.

 activities-filteropportunity-filtersfilter-cases

 

Record Drill Downs

When objects have sub-objects such as opportunities with sub-opportunities, the sub-objects are displayed in the detail and can be drilled into for additional clarity when filing emails and creating events.  When the title of the object is blue, the object can be opened.  In this example, the opportunity “New” has a quote named “Initial Quote”.

drill-down-level-1drill-down-level-2

Customer Insights

New icons at the bottom of the screen provide Customer Insights.

Email Tracking                   Web Page Visits               Salesforce Chatter         Recipient Filter

customer-insights-mail-tracking

customer-insights-web-visit

customer-insights-salesforce-chatter

kb-activity-history-select-contact