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• Custom Fields & Labels - Create an unlimited
number of custom fields throughout the suite, including company, contact, project,
item, opportunity, and case modules.
• Dynamic Fields that change based on Record type - Tired of overly complicated screens ? With our dynamic custom field wizard,
you can custom configure the organization and contact detail forms to display only
the fields you want. For example, say you have a contact type called "Client"
and you want to add a field for social security number tracking, but know that no
other contact type record needs to have that field. Biz lets you set it so that
only that contact type shows that field. The same can be done with custom organization
relationship groups you define. The end result is a crisp, clean and uncluttered
interface that promotes usage.
• Custom Relationships - Every company has
its own custom relationships to keep track of. At BizAutomation we have media relationships,
customer relationships, competitors, and so on. What's so great about being able
to create your own relationships is that it puts information at your finger tips,
because instead of having to manage a million records, you manage groups of records
that are relevant to different business criteria. Running a business requires more
than managing customer relationships, now you can!
• Custom Profiles - So you have relationships, such as partners,
but what kind of partners are they ? Are they distributors, wholesalers, resellers,
etc... That's what profiles lets you define. An added benefit is that you can more
granularly manage records from the main screens because BizAutomation keeps your
sessions state as you filter records (a huge benefit if you have thousands of records
to manage within a single record group and page your way through record sets).
• Customized Forms - Change field location on page, label,
hide fields, number of columns, or even direct to edit page settings from the initial
record list. Customize the search criteria, and search forms by user group so that
your interns aren't searching on fields you'd rather they didn't. Change the configuration
of your registration forms, and even change how your web lead capture forms look,
all from an easy to use wizard.
• Customize Drop Down Values
• Customized Reports - Using our built in custom
reporting engine, you can create your own create your own custom reports.
• Customize number of rows per page
• Customize user permissions - Receive an alert if a case isn't resolved
within time time criteria set by management.
• Main Tabs - Hide, Re-order Placement, Re-label, Set link
for - From the inside or from the Portal,
you can hide views based on group permissions, re-order location of tabs, re-label
them, and even set links that pass record parameters to outside applications that
can display through a tab or sub-tab within the main application interface.
• Custom Category Hierarchies for Shopping Cart Navigation
• Define your own team and territory hierarchies
• Define your own date type - See employee availability, then assign
tasks within cases to multiple employees. These employees can then complete their
• Use Style Sheets to change color and style
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