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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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