Customizations
- Custom fields
can be added to any table in the database. Field types include numeric, picklists,
text fields of various types, currency, dates, and fourteen additional types.
- Custom tables can be created
for virtually any type of data.
- Screen layouts
can be defined for each type of data. Multiple layouts can be defined and
made available on a user by user basis.
- Workflows and approvals
can be defined to efficiently standardize internal procedures and automate business processes
based on your organization’s needs. These processes and their associated workflow actions can
include email alerts, tasks, field updates, or outbound messages as well as approval processes.
- Email templates
can be defined for use with various business processes and workflows.