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We
all know that it's important to customise the software to meet your
exact needs however simple or complex your requirements. Among many
Caspian tools, there is a tool dedicated to enable you to produce
any customised version.
But
with Caspian, because of our years of experience, there are several
important differences compared to other CRM products and how they
approach and facilitate customisation. Here are just a few examples
available to you when using Caspian:
- You do
not need to have IT skills
- It's simple
and fast, you can actually immediately use your own creation
- Automatic
and built-in version system, so you never lose your configuration
and therefore never have to re-do all of your customisation when
we supply you with maintenance releases or upgrades
- Incorporate
specific and business process required rules, validations, automated
triggers and events
- Single
click to automatically launch and pass specific data from within
Caspian to any other software/system to process/manage
Use
the Caspian Configuration Builder and Customisation tool to build
your own custom configurations/versions of Caspian from one or many
master sets.
Reduce
your cost of ownership by building configurations to meet the requirements
of each individual user. Control the fields and functionalities
that are available. Create a clean and simple interface to match
the requirements of each user.
Configuration
Builder offers the following key functionalities.
- Build your
own custom configurations of Caspian from a master set of fields
and functionality
- Control
fields and functionality available to each Caspian user
- Simple visual
interface for customising screens
- Make changes
whilst you are using the software and see them take immediate
effect
- Customise
the look and feel of the application by changing colours, fonts,
field sizes and positions
- Add your
own descriptive labels and explanations to screens
- Export
'versions' of screens which can then be easily applied to other
configurations/versions
- Create
your own custom record validation rules with options from simple
'must have value' checks to very complex and sophisticated nested
logic.
- Hyperlink
to external Documents, Applications and Web sites
- Publish
information about the current Caspian 'record' for use in other
applications
- Customise which
columns are displayed in lists and the order in which they appear
- Customise field
Tab Orders to match the way your users capture data
- Add hot
keys for quick access to the screens that are used most
- Customise
the content and look of all standard Reports
- Simple
deployment and very fast access to any number of users
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