Beyond - The Visifile

The Visifile

The Visifile is a standard tab found in every basic record within Beyond. At first glance, it is often considered the correspondence hub between the service rep and the Employee, Customer, Contact, Order, or Assignment.  

The Visifile is the go-to tab to find out key information and to log messages. It contains information such as contact methods, addresses, vital information concerning the record, and the 'message' card. However, in Beyond, the Visifile can be customized to be so much more.



The "Default" Cards

Within Beyond, a user's Visifile can be customized to call up the most valuable information to that individual rep. However, if a type of record has not been customized, there are default cards that will always appear in this tab.

Employee Record:

  • Snapshot
  • Note
  • Contact Information
  • Messages
  • Resume
  • Assignments

Customer Record:

  • Snapshot 
  • Note
  • Addresses
  • Contacts
  • Contact Information
  • Messages
  • Unfilled Job Orders
  • Assignments

Contact Record:

  • Snapshot
  • Note
  • Contact Information
  • Messages

Order Record:

  • Snapshot
  • Messages
  • Assignments
  • Contact Roles

Assignment Record:

  • Snapshot
  • Messages
  • Employee Contact Methods
  • Other Contact Methods

Customizing The Visifile

To customize a Visifile card layout, go to any record of the desired record type.  In the example below, we are customizing the Employee record layout: 

Delete Cards

If you have a card of information you do not want to see, you can remove it from the visifile. Select the trash on the card you would like to remove. 

Removed cards will still be visible on other tabs. For example, interest codes also exist on the details tab. 

Add Cards

Have a different set of information you would like to see on the visifile of a record? Select the + button at the bottom to add a new card. 

For example, you can add the sales pipeline card to the customer visifile: 

Rearrange Cards

Drag and drop cards to rearrange them in the order you would like to see them. 

When you have added all your desired cards and laid them out in a way that is desired, select the save button. 

*Note* Once preferred cards are selected, each record that shares the type with this record will display the cards in the same order. 

If at anytime you wish to return to the default arrangement, select the button.



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