Custom Fields and Screen Layouts
Functional requirements can be consistent, but each company will have
fundamental differences which make it unique. Even small customizations foster
productivity within a software environment. Tradepoint Enterprise has multiple
tools to make custom fields and adjust the screen layout to customize work
flows to reflect the details relevant to companies work.
Some of the functions found in the contact management tools of Tradepoint
Enterprise CRM include:
- Create fields to be displayed in contact screens for data capture
- Define the types of information
- Define layouts for Quotes, Orders and Invoices
- Search on custom data
- Save specific searches for quick access
- Import data into custom fields using the data import
tool
Tradepoint is sold through a Reseller network. Click here to
find a Reseller closest to you.
To read more about more features Tradepoint Enterprise can offer
your business click here.