Knowledgebase articles
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- What is Spotler?
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- Introduction to Transaction Documents
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- Introduction to Transaction Documents
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Customisation
Last updated : 3rd December 2010
What areas of Workbooks you can Customise in order to meet your business needs and record the data that will help to drive your business processes.
To help you configure Workbooks to meet your business needs and record the data that will help to drive your business processes, you can:
- Change the names of record types, Picklist values and fields
- Add Custom Fields to any record type
- Create customised Page Layouts and determine different layouts for different Users
- Create templates for all record types, which allows you to create new records that contain fields which are pre-populated with data, dependent upon the template selected
- Replicate custom data on one record by creating the same Custom Field on each record type (eg, a Sales Lead and Person record or an Invoice and a Contract)
- Create new, customised Picklists
- Modify existing Picklists
- Control the visibility of records by attributing their value to an associated Open or Closed state
- Customise Workbooks standard Opportunity Stages to support your sales process