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CRM Best Practice #13 - Smart Navigator Use

We discovered how to use and not use the account navigator the hard way. This tip recommends that you use the navigator in the way it was intended and don't over-utilize it as we did.

We discovered early that Aplicor limits the account navigator to 8 columns by default, however, you can increase that number of columns if you want. We increased it to 13. As we have 291 users and a pretty heavy volume of records, the issue we hit was the performance degradation when inserting additional columns from different tables into the navigator. Aplicor has an undocumented performance diagnostic feature at the far right side of the toolbar. If you click the word "Account" on the toolbar, you will see the below diagnostic display which measures the last process by step in milliseconds.

Performance Diagnostics

This showed us we were incurring almost six seconds of processing time for a relatively large and complex navigator query. Through some trial and error, we discovered that the processing time varies considerably based on the number of table joins (yea, I know, not exactly a rocket science discovery - but we had to prove it to our users). Our biggest multiple table performance culprits happened to be the address and lead source fields. By taking those out of the navigator (with the View Designer) and simply viewing that information on the account page, we decreased the processing time by more than 50 percent.


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Aplicor is a web-based, online, on-demand, hosted, software as a service (SaaS) Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) software application. This user forum is an independent member organization designed to help system administrators, designers, developers and everyday business users maximize their technology investment by sharing information, resources and support.

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