Customization

Customization allows you to tailor the system to your business needs by adding custom fields, modifying layouts, and configuring branding. This guide covers all customization options.

Overview

Customization enables you to:

• Create custom fields
• Modify page layouts
• Configure branding
• Customize workflows
• Create custom views
• Set up automation

Accessing Customization

Navigate to Settings → Customization to access customization options.

Understanding Customization

Customization Areas

Area	Description
Fields	Custom data fields
Layouts	Page arrangements
Branding	Visual identity
Views	Data presentations
Workflows	Process automation

Customization Levels

Level	Scope
System	All users
Role	By user role
User	Individual

Custom Fields

Field Types

Type	Description	Example
Text	Single line	Company size
Text Area	Multi-line	Notes
Number	Numeric	Quantity
Currency	Money values	Budget
Date	Date picker	Due date
Dropdown	Select list	Status
Checkbox	Yes/No	Active
Lookup	Related record	Account

How-To Guides

How to Create Custom Fields

Adding Custom Field

1. Go to Settings → Customization → Fields
2. Select module (Contacts, Orders, etc.)
3. Click New Field
4. Configure:

Setting	Description
Label	Display name
API Name	System name
Type	Field type
Required	Mandatory
Default	Default value

5. Add to layout
6. Save field

Field Configuration

Custom Field: Industry Vertical

Module: Contacts
Label: Industry Vertical
API Name: industry_vertical
Type: Dropdown

Options:
├─ Technology
├─ Healthcare
├─ Finance
├─ Manufacturing
├─ Retail
└─ Other

Settings:
├─ Required: No
├─ Default: None
├─ Help Text: Select primary industry
└─ Visible: All roles

How to Create Dropdown Options

Picklist Values

1. Create dropdown field
2. Click Manage Options
3. Add values:
   • Value (internal)
   • Label (display)
   • Order
   • Active/Inactive
4. Save options

Dependent Dropdowns

Create dependencies:

Country → State → City

When Country = USA:
  Show: US States

When Country = Canada:
  Show: Canadian Provinces

How to Modify Layouts

Layout Editor

1. Go to Settings → Customization → Layouts
2. Select module and layout
3. Drag and drop:
   • Fields
   • Sections
   • Related lists
4. Save layout

Layout Structure

Contact Detail Layout

Section: Basic Information
├─ First Name (2 col)
├─ Last Name (2 col)
├─ Email (2 col)
├─ Phone (2 col)
└─ Company (full width)

Section: Address
├─ Street (full width)
├─ City (2 col)
├─ State (2 col)
├─ Country (2 col)
└─ Postal Code (2 col)

Section: Custom Fields
├─ Industry (2 col)
└─ Source (2 col)

Related Lists:
├─ Orders
├─ Activities
└─ Documents

How to Configure Branding

Brand Settings

1. Go to Settings → Customization → Branding
2. Configure:

Element	Customization
Logo	Upload company logo
Colors	Primary, secondary
Favicon	Browser icon
Login Page	Background, message
Email Header	Logo and colors

3. Preview changes
4. Apply branding

Color Scheme

Brand Colors

Primary: #2563EB (Blue)
Secondary: #1E40AF (Dark Blue)
Accent: #10B981 (Green)
Warning: #F59E0B (Amber)
Error: #EF4444 (Red)

Background: #F9FAFB
Text: #111827

How to Create Custom Views

View Builder

1. Go to module list view

2. Click Create View

3. Configure:

   • View name
   • Columns to display
   • Filters
   • Sort order
   • Sharing

4. Save view

View Example

View: Hot Leads

Columns:
├─ Name
├─ Company
├─ Email
├─ Score
├─ Last Activity
└─ Owner

Filters:
├─ Status = Active
├─ Score > 75
└─ Owner = Current User

Sort: Score (Descending)
Sharing: Private

How to Set Up Workflows

Workflow Automation

1. Go to Settings → Customization → Workflows
2. Click New Workflow
3. Configure:
   • Trigger (when to run)
   • Conditions (criteria)
   • Actions (what to do)
4. Activate workflow

Workflow Example

Workflow: High Value Quote Alert

Trigger: Quote Created/Updated

Conditions:
├─ Amount > $50,000
└─ Status = Draft

Actions:
├─ Send Email to Sales Manager
├─ Create Task for Review
└─ Update Field: Priority = High

Status: Active

How to Create Validation Rules

Adding Validation

1. Go to Settings → Customization → Validation
2. Select module
3. Click New Rule
4. Configure:
   • Rule name
   • Condition (when invalid)
   • Error message
5. Save rule

Validation Example

Validation: Discount Limit

Module: Quote Lines
Condition: Discount > 30%
Error: "Discount cannot exceed 30% without manager approval"

Active: Yes

How to Customize Reports

Report Builder

1. Go to Reports → Create Report
2. Select data source
3. Add columns and metrics
4. Configure grouping
5. Add filters
6. Save report

Custom Dashboard

1. Go to Dashboards → Create
2. Add components:
   • Charts
   • Metrics
   • Lists
   • Custom widgets
3. Arrange layout
4. Set refresh rate
5. Share dashboard

How to Configure Page Actions

Custom Buttons

1. Go to Settings → Customization → Buttons

2. Select module

3. Click New Button

4. Configure:

   • Label
   • Action type
   • Placement
   • Permissions

5. Save button

Button Actions

Type	Description
URL	Open external link
Script	Run custom code
Workflow	Trigger workflow
API	Call external API

Advanced Features

Formula Fields

Calculated values:

• Math operations
• Date calculations
• Text formatting
• Conditional logic

Custom Objects

Create new data types:

• Custom modules
• Relationships
• Unique workflows
• Custom layouts

Page Builder

Advanced customization:

• Custom pages
• Embedded content
• Interactive elements
• Dynamic data

Localization

Multi-language support:

• Translate labels
• Regional formats
• Currency handling
• Date formats

Best Practices

📋 Planning

• Document requirements
• Plan field usage
• Consider reporting
• Future scalability

🎨 Design

• Consistent naming
• Logical grouping
• User-friendly layouts
• Mobile consideration

🔧 Implementation

• Test thoroughly
• Train users
• Document changes
• Phase rollout

🔄 Maintenance

• Regular review
• Remove unused
• Update as needed
• Monitor adoption

Configuration

Field Settings

Navigate to Settings → Customization → Fields:

• Custom Fields - Create fields
• Field Sets - Group fields
• Dependencies - Field relationships
• Validation - Data rules

Layout Settings

• Page Layouts - Detail pages
• List Views - List layouts
• Compact Layouts - Summary views
• Mobile Layouts - Mobile display

Branding Settings

• Logo - Brand images
• Colors - Color scheme
• Themes - Visual themes
• Templates - Document styling

Troubleshooting

Common Issues

Field not showing

• Check layout assignment
• Verify field visibility
• Review role permissions
• Check field active

Layout not applying

• Verify layout assignment
• Check profile/role
• Clear cache
• Review conditions

Workflow not running

• Check trigger conditions
• Verify criteria
• Review active status
• Check error logs

Validation blocking save

• Review validation rule
• Check data entered
• Verify conditions
• Contact admin if needed

Related Documentation

Return to Settings Overview to explore all settings options.