Questions about Customizing
Can we customize the screens?
To some extent you can. For example, the Dashboards and Forms are all customizable. If you have more extensive customization, we ask that you contact the support team for more information about Professional Support Services.
If I need a specific or unique field added to the platform do I need to contact customer support? Or can I modify/add this field on my own?
Customization can be done by your System Administrator by managing platform settings.
- Learn More: Data Access Permissions
Can I change the Date Format?
You can specify your default date format in the Company Information setup area.
Can I change the Currency?
You can specify your default currency format in the Company Information setup area.
I work in a different time zone, can I change it?
You can specify your default time zone in the My Information setup area.
How do I change the default Search method?
By default we will search only in the tab that the user is currently on. This was done to move away from the global search which was being done by default. The default search setting can be personalized by the user to change to 'All' if required.
How can I add or move tabs?
Use Application Tabs to customize the tabs for your use.
Can I Create New Applications?
Absolutely. For more on this, see the Application Design Guide.
I have a B2C business, I work with Contacts, and have no need for Accounts - what can I do?
Customize the Contacts tab ( > Customization > Objects > Contacts > Form > Related to), and change the Related To Field Attributes from 'Required' to 'None'. This will disconnect the Accounts tab from your Contacts, and you can use the Contacts tab to manage your clients.
Questions about Templates
How do Document Templates work? Do you have any samples?
You can use Document Templates that will allow you to set up a document that pull information from a specific object (or tab). You can use these Document Templates to set up standard proposals, queries, contracts, invoices, etc. Below is a link to help you get started.
The email template does not seem to be working
Check the variable name(s) you are using in your template. The variable name should match the tab you are using. For example, for a view from the Contact object, use the variable name $contact.first_name.
What is a database?
See this article for more information.
How do I create a dynamic list (view)?
Views created with criteria like Contacts belonging to a specific industry are fluid in nature, New contacts added within that industry will automatically become part of the industry specific view. A view is dynamic, unlike a list, which is a static group of records that you can edit as needed.
How do I add contacts to lists?
You can create lists by going to Contacts View, Checking those contacts that you want to add to a list and then clicking on Group Operations->Create View on the Left. The list that you saved will be saved as a View in Contacts tab which can be edited any time. Lists are static, unlike Views, which find all records that meet the filter.
How do I create a webform?
You can create a web form that you can post onto your website and once a user fills it out and submits the form, it will generate a record into the platform. For detailed information, see Web Form.
How can I delete a large number of records?
See Mass Operations
Can my users each have different subscription/ service plans?
No, you can only have one service plan for your account. If you add more users, they need to be added under this service plan.
What is the "User ID" value when a Record is Assigned to a Team?
When a team is created, a stand-in "user" is created automatically.
To get the ID of that user:
- > Access Management > Users
- Click the down arrow next to Active Users
- Select the All Users view.
You now see "users" in the list who have the name of a team.
- Click the wrench icon next to All Users and click Edit this View
- Add the Record ID field to the list of displayed fields.
- Click [Save]
- Click [Ok] to make the global change.
(The alternative is to create a new view.)
The list now shows the ID of the "user" to whom a record is assigned when it has been assigned to a team, and none of the team members has claimed it.
Why can't I save contracts?
End Date is a required field when saving a contract. Enter an end date and save the contract.
Why is my picklist not showing the right values?
Please make sure that your picklist does not contain periods or commas as selectable values