STRT Appearance

UI enhancements for miniCRM: tags, layouts, related records, contact details, tidy notes and combined related activities.

STRT Appearance is an internal browser extension developed for STRT to improve day-to-day usability of miniCRM — the CRM platform our team works in every day. Out of the box, miniCRM has a few UI quirks that slow things down: tags get cut off and are hard to read, a single accidental click on the delete button can remove a tag without any warning, the fixed column layout wastes screen space, contact cards can carry a long history of old dated course tags that clutter the view, and a contact's related records are lumped into one undifferentiated list with no visible status. This extension fixes all of these. 1. Tag Expander Tags in miniCRM are displayed in a compact, truncated format that hides their full content. Tag Expander gives you the choice to display them stacked (one per row, full width) or inline (side by side, wrapping naturally). Either way, tag names are shown in full up to 22 characters — no more guessing what's behind a clipped label. 2. Tag Delete Guard One misclick and a tag is gone. Tag Delete Guard adds a confirmation step before any tag is deleted, so accidents don't happen during fast-paced data entry. Choose between a clean modal overlay, a native browser confirmation dialog, or simply hide the delete button entirely if your team doesn't need it at all. An optional toast notification confirms when a deletion goes through. 3. Column Layout Entity detail pages in miniCRM have a fixed column layout that doesn't always make the best use of your screen. Column Layout adds two sliders to the extension popup: one for the form fields column width and one for the right sidebar. Drag to resize — your preferences are saved and applied automatically on every page load. 4. Smart Ordering miniCRM lists related records in an effectively random order. Smart Ordering sorts each related-records block with sensible, per-type rules so the list always reads the way you expect: courses in natural order (so "SM2" comes before "SM10"), and time-based lists with the most recent record on top. Toggle it off anytime to fall back to miniCRM's default order. 5. Active Record When you open a record, it also appears in the related lists as a faint gray entry that's easy to miss. Active Record makes it stand out: choose its colour (gray or blue) and optionally make it bold. By default the current record is shown in blue and bold. 6. Deals Button On a course page, miniCRM offers no quick way to see everyone who signed up for that course. Deals Button adds a "Deals for this course" button to the course header — in the right-hand cluster, next to the modified-status and the menu, so it never crowds the record title. Clicking it opens miniCRM's filtered list of the related deals (applications) for that course — matched automatically by the course code — showing each record's name, status, and creation date. Pick the button's colour (blue, black, or red, matching miniCRM's own buttons) and choose whether the list opens in a new tab (default) or the same tab — or turn the button off — all from the extension popup. 7. Smart Notes & Activity On record pages (contacts, deals, courses and more), the Activity feed and Tasks list get a tidy-up. Notes are reformatted so they're easy to scan: the author becomes the note's heading (instead of a generic "Completed" line), while whether the task was closed as completed or as failed is kept as a small outlined pill — green or red — beside the note's tags, so a failed call is visible without opening the note, the type tags your team writes into a note (SCALL, MCALL, EMAIL, ADMIN) are lifted onto a row of colour-coded pills, and notes imported from ActiveCampaign carry a small info bubble with the original author, email, date and reference. You can switch the tag colours between colourful and mono, or turn the whole thing on or off. And when the Tasks box is empty, its heading and "New task" button stay while the tall empty placeholder collapses, so the Activity list sits higher. It also hides the entries miniCRM writes by itself rather than a person, by default, leaving only real notes in the feed (date headings left empty disappear with them). Rather than working from a list of entry types — which could never be complete, and which miniCRM's own inconsistent translations make impossible to maintain — it decides the other way round: notes and closed tasks written by a person are shown, plus whichever channels you switch on, and everything else is hidden, including entry types that do not exist yet. Emails, calls and SMS have their own switches underneath, all on by default, so real contact with a customer stays visible while data and status changes do not. Sent emails that the recipient has already opened count as emails like any other — an earlier version mistook them for tracking noise and hid them. This works whatever language your miniCRM is in. Switch the "Hide automatic entries" toggle off and every entry comes straight back, since nothing is ever deleted. 8. Tag Date Filter Contact cards can accumulate many dated course-instance tags from years of past courses, cluttering the card. Tag Date Filter lets each user hide the old ones by their course start year — pick a threshold in the popup (e.g. "Show course tags from 2024") and older course tags are hidden from view. It's entirely view-only and per-user: it only hides chips in your own browser and never deletes or edits any tag in miniCRM. Undated tags and course-type, topic, brand, and lead tags are always shown; switch the feature off (or back to "All") and every tag reappears. 9. Smart Contacts The contact block in miniCRM's right-hand sidebar gets two improvements, on every record page that shows that block. First, when someone works at a company, miniCRM lists every contact of that company — so a colleague's card, with their phone, email and full tag list, can crowd out the person the record is actually about, and their records appear in the Projects block too. Those are hidden, along with any group heading left with nothing under it, matched by miniCRM's own contact ids rather than names so similar names are never confused. Second, miniCRM shows only one phone, one email and one address per contact even when there are several, and never shows the address label at all; now every value is listed with its label, for both the company and the record's own contact. An added phone dials, an added address opens in maps, and an added email starts a new message to that address. Values and labels too long for the sidebar wrap onto the next line instead of being cut off, so nothing is hidden. Both halves have their own toggle and are on by default. It's view-only and per-user — nothing is deleted or edited in miniCRM. 10. Box Order A record page shows its fields in a stack of boxes down the middle column, in an order fixed by how the record type was set up — which is rarely the order any one person actually works in. Box Order lets you rearrange them yourself: hover a box heading, grab the handle that appears on its left, and drag the box where you want it. The arrangement is saved for that record type and applied every time you open one, so your colleagues keep their own order of the very same page. Boxes are only moved on screen — no miniCRM setting is touched, nothing is hidden, and switching the feature off in the popup restores miniCRM's own order instantly. 11. Related Activities On address book pages, click "Read activities" to collect activity across all related records. Temporary background tabs open together and close independently after reading each record's activity pages. Browse ten entries per page, newest first, with the source record's name, product, status and date in each card. The feed respects your "Hide automatic entries" preference, provides cancellation and reports incomplete reads. Results stay in page memory and nothing is edited in miniCRM. 12. Multi-AND Filter (off by default) miniCRM's filter builder allows each field only once per filter, and repeats of the same field are treated as "either/or" — so a list of everyone who has one tag AND another tag AND not a third cannot be built. Switch this on and an unsaved filter gets an extra panel: build a condition the normal way, click "Pin as AND", and it moves into a slot of its own where it keeps filtering while its field becomes selectable again for the next condition. Pinned conditions are listed in the panel with their own remove and "move back" buttons, since miniCRM's own builder cannot display them. On an unsaved filter it only changes the address of the list you are looking at. Pinned conditions are also kept when you save a filter, and miniCRM applies them — but its own builder still cannot show them, so the panel lists them on saved filters too, and its buttons change that filter directly. That is the one place this extension writes to miniCRM: only the filter you are looking at, only when you click one of those buttons, using the same save call miniCRM's own filter editor uses. A filter shared with colleagues asks for a second click first, and a read-only filter is never changed. 13. New Deal Form The "Create new deal" form, opened from the + in a contact's Projects box, fills in what it can. Course Type and Course Code stay ordinary text boxes — type whatever you like and nothing changes — but as you type, a list of the courses miniCRM already holds appears underneath and narrows to what matches, ignoring case and accents and searching the course's name as well as its code. Pick a course code and its type is filled in for you; pick a type first and the code list narrows to that type, with courses that have not finished yet listed first. The deal's title is derived from whichever of the two is set plus the contact's name, and keeps up as you change them — until you type in the title yourself, after which it is left alone. The "Connect card" switch is turned on so the deal is linked to the record you opened the form from — turn it back off and it stays off. The contact's name in the title is always written given-name-first, whatever interface language you use, so deals created by different colleagues stay consistent. The course list is read once per browser tab, the first time the form is opened, from your own miniCRM session; on pages where you do not use the form nothing is requested at all. Nothing is written to miniCRM — the deal is created by your own Submit — and if anything cannot be read, the form behaves exactly as it did before. 14. Settings All preferences are managed through the extension popup. Changes apply instantly — no page reload needed. Settings sync across your Chrome browsers automatically. This extension is intended for internal use by STRT team members and currently runs exclusively on miniCRM. It does not collect any data and does not communicate with any server other than your own miniCRM account, which it reads from within your existing miniCRM session purely to decide what to show on the page you are already looking at. It stores only your UI preferences, locally, via Chrome's built-in sync storage. For contacts with one or two related cards, Related Activities starts automatically without a Read button. Larger lists keep manual start.