Watch and Learn: The New Edelweiss List View for Sales Reps
In this session for Edelweiss Sales Reps, Edelweiss Software Developer Claire Fields presents an overview of our New List View, with an emphasis on creating and sharing markups with accounts.
Our Plans for the New Edelweiss List View
As part of our ongoing efforts to ensure Edelweiss remains stable, effective, and intuitive for all book professionals, we've revamped many of our core pages (List View pages) to address feedback from users like you and increase the efficiency of your workflow.
Because these pages are integral to so many users, we've been taking extra care with these changes and incorporating user feedback at every stage of development. All publisher and bookseller users currently have access to the New List View to test out the changes and share their thoughts.
Working in the New View is currently optional. Note that sales reps and buyers can use either View in collaboration with one another. However, we highly encourage users to give the New View a try and let us know what you think. User feedback will contribute to the continued iteration of the New View, which will replace the Old View later in 2025.
Get Started with the New View
On pages where it is available, users will see a toggle switch to switch to the New View:
When a user first turns on the New List View, they will be prompted to take a walk-through of the changes and new features to help them find their way.
Missed this walk-through? Don't worry! You can always replay the walk-through by clicking into the Resources for Publishers tab of the List View Knowledge Center in the bottom right corner of your screen:
Discover New and Improved Functionality
With the new List View, we moved some of the most-used Edelweiss functions to be more visible and accessible. And, while we were there, we also added some new features to better support your work on the site.
Here are some of the changes and additions you can expect when you turn on the New View:
updated markup and order bar
Moved from the bottom of your screen, the Edelweiss markup and order bar is now more readily available at the top of a title list.
Click into Markup to create (or rename) your markup as well as to export or import a markup. Use Shares to select accounts with which to share your markup.
Want to make suggestions or input order quantities? Select from Account to choose the account with which you'd like to work, and use the buttons to switch between editing orders and editing suggestions.
If editing an order, pick the one with which you would like to work by clicking into Selected Order.
auto-save for markup notes
You never need to search for an unsaved markup note again! Markup notes in the new List View auto-save. Find all your markup functions (tags, notes, and priority) within the Markup Tools box.
improved list refinements
We made improvements to our filters menu, so you can drill down into a title list and combine a wide variety of refinement criteria (metadata, markup elements, user activity) without page refreshments.
Click Filter on the top catalog navigation bar to check it out!
separate preferences and actions menus
With a separate menu for preferences, your visibility settings for title lists are now more... visible!
Click into Preferences to adjust which elements of a title you see when browsing a list.
And, now you can set a preference to see title reviews just from colleagues and friends.
Looking to select all titles in a catalog (or the current page), add titles in bulk to collection, or add/remove tags (both personal and markup!) from books?
You can do all that and more using the Actions menu! Prefer to select titles for actions as you browse? Just tick the title's checkbox.
new title actions sidebar
Don't worry, everything is still here! We just moved a few things around, so the most-popular title actions are simpler to find.
Want to copy a title link? Find that and more under More Actions. Looking to add a title to your shelves or collections? Just click the Add To... button.
community integration
The New View brings favorite Community features into Edelweiss!
Add books to Community Collaborative Lists, plus access at-a-glance information about a title's number of reviews, shelves, and average rating from members of your joined communities.
We Want to Hear from You!
We encourage users to give the New View a try, submit feedback on the changes, and make their voice heard throughout our development process. We are making improvements and changes based on user feedback, and we appreciate your time sharing your experience (good or bad!).
Feedback can be submitted from within Edelweiss via the Knowledge Center by selecting the menu option Give us Feedback! or via the link HERE.
Please do not hesitate to reach out to us at support@abovethetreeline.com if you have any questions about this update or if you run into trouble turning on or using the New View.