Customisation

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