OneCRM+
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ONECRM+ / MY DAY & QUICK SEARCH

Start with the work
that needs you today.

Bring assigned tasks, overdue follow-ups, upcoming work and board responsibilities into one daily view. Search for records or take a quick action without losing your place.

Start your 30-day trial $50 AUD per user / month, ex GST
  • Overdue, today, upcoming and undated work
  • Live suggestions as you type
  • Quick actions, record previews and individual field editing
OneCRM+ / My DayEXAMPLE WORKSPACE
OneCRM+ My Day showing assigned tasks, customer follow-ups and board work in a demo workspace
Working application · fictional example dataView full size ↗
01

See what needs attention

My Day brings together assigned tasks and events, follow-ups on owned records and assigned board items. Date and source filters help you focus the queue, while links take you to the record or board item behind an action.

02

Find the right record sooner

Use the search at the top or the search within an object view. Suggestions show up to five permitted matches as you type. The search and actions menu supports keyboard navigation and gives common actions a consistent entry point.

03

Make small changes without a detour

Preview a record for a quick look or open it for details and activity. Editable fields have individual controls appropriate to their type. Your role and field permissions still determine the records and actions available.

A PRACTICAL STARTING POINT

From setup to daily use.

01 / REVIEW

Start with My Day.

Look at overdue work, today’s tasks and upcoming commitments.

02 / FIND

Search in context.

Type a name or other supported detail and choose a suggested match.

03 / ACT

Take the next step.

Open or preview the record, update a field or record the follow-up.

Questions about my day & quick search.

Does My Day show everyone’s work?

It is a personal queue based on assignments and owned records, within the signed-in user’s permissions.

Do I need to finish typing before searching?

No. Live suggestions return up to five likely permitted matches while you type.

Can I keep the menu focused?

Yes. Select visible modules and choose left, top or right menu placement. Role permissions continue to enforce access.

EXPLORE BY THE WORK YOU DO

A closer look at the features.

Screenshots, practical examples and setup details for the tools in your subscription.

My Day & quick search

Bring assigned tasks, customer follow-ups, events and board work into My Day. Use quick actions, live search suggestions and record previews in OneCRM+.

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Reports & dashboards

Build CRM reports with filters, summaries and charts. Create dashboards, pin three reports above records and use guided report templates in OneCRM+.

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Workflow automation

Build CRM workflows with a drag and drop canvas, decisions, email actions, tasks, related records and timezone-aware schedules in OneCRM+.

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Work management boards

Organise work in editable boards with status fields, people assignments, due dates, linked records, files and configurable workflow automation.

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Customer forms

Build public customer forms with typed fields, conditional questions, file uploads, staff submission permissions and supported CRM record actions.

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Custom objects & layouts

Create custom CRM objects, adopt fields, add relationships, configure layouts and grant role permissions. Use published objects in reports and dashboards.

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Inventory & manufacturing

Connect products, purchasing, stock movements, backorders, returns and manufacturing orders with customer records in the OneCRM+ business suite.

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THE WHOLE SUITE. FROM DAY ONE.

Your ambition.
All the tools to match.

$50 AUD per user, per month, excluding GST. Every feature included.
Start with a 30-day free trial. No card required.

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