CRM Process Explorer
This XrmToolBox tool allows you to view and export the
Background/Real-time Processes & Plug-in Trace Logs by regarding
rows/by dates (developed by
Murali Tharail Kunnath).
In Unified Interface, there is no longer an option to see the Process
Sessions (Background/Real-time Processes) of a particular row in an
associated view.
To view and export the Background/Real-time Processes and Plug-in Trace
Logs, you can use this tool to filter by date range as well as the table
name and the GUID of the row.
- Tool Information
- Functionalities
- Retrieve processes (Fig. 1, Pt. 1)
- Retrieve processes by row GUID (Fig. 2, Pt. 2)
- Retrieve processes by date range (Fig. 1, Pt. 1)
- Filter by date range (Fig. 1, Pt. 5)
- Filter by system job type (Fig. 1, Pt. 6)
- Filter by status and status reason (Fig. 1, Pt. 7)
- Retrieve plug-in trace logs (Fig. 3, Pt. 1)
- Export the output to CSV (Fig. 1, Pt. 2)
- Additionally, the tool can
- Find a row with the keyword in a view to get the GUID (Fig. 2, Pt. 5) (Fig. 4)
- Show process hierarchy diagram (Fig. 2, Pt. 6) (Fig. 5)
- Open the regarding data upon double-clicking (Fig. 2, Pt. 7, 8)
- Open the processes/plug-in trace log upon double-clicking the row (Fig. 2, Pt. 9)
- Similar Tool
- Plugin Trace Viewer
Fig. 1 - Retrieve Background Processes
Fig. 2 - Retrieve Real-time Processes
Fig. 3 - Retrieve Plug-in Trace Logs
Fig. 4 - Find a Row GUID
A CRM Process Explorer is a powerful tool for visualizing, analyzing, and optimizing your customer relationship management workflows. It helps businesses identify bottlenecks, streamline processes, and improve overall efficiency. Partnering with an experienced Zoho CRM implementation partner USA can ensure you set up and customize your CRM Process Explorer effectively, unlocking its full potential for better customer engagement and business growth.
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