Custom Data Tables/Grids
You can easily customise the data tables in your CRM, e.g. Accounts, Contacts etc. By ‘dragging and dropping’ the column titles you can re-order them as you like. And by clicking the Columns button you can select or de-select the column you want to display using the dropdown menu.
You can create custom fields on the forms in your Accounts, Contacts, Opportunities, Tasks etc. to meet your business needs. An example of a field in the Account screen would be Type, Owner, Source etc.
You can remove any standard fields you don’t want, and add some new ones. This is all possible with the Custom Fields feature. You can also drive some fields by using a dropdown list of pre-defined values, using Look Up Tables. The sales process can be customised by defining your own Sales Stages and Sales Status.
You don’t have to make all the changes at once before you start using the CRM. Create the basic custom settngs that you need when you get started, then make more as you realise them.
Advanced Custom Settings
- Custom Dashboard Widgets
- Form Layouts
- Custom Menus
- Opportunity Lines
Do get in touch if you have a request and we’ll try to help!