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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.
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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 |