Customizing the Interface

You can customize two elements in the CRM portal, namely cards and stadium crossings.

: : Customization of the cards

By default, Akuiteo proposes the main standard input fields. However, you can modify this presentation by removing them or by adding new fields, namely those already present on theApplication Desktop.

As a user, you can customize your space on the CRM portal.

Prerequisites: this function is subject to DMFs 916** PORTAIL PERSONNALISATION * / 191601 PORTAIL PERSONNALISATION PERSONNELLE / 191602 PORTAIL PERSONNALISATION GLOBALE

 

: : Customization of stadium crossings

General customization

My customization

 

  1. To do this, click on one of the available cogwheels :
  2. From an opportunity

     

     

    ->

    Click the Setup submenu to display the customization screen.

    From a customer detail during a modification of a customer card (like a contact card)

     

     

    ->

    Click the Setup submenu to display the customization screen.

    From the table of opportunities at a change of stadium

    This action allows you to enrich the information of the opportunity, the prospect and the main contact of the opportunity as and when passing from one stage to another.

     

     

    ->

    The customization screen is immediately displayed.

    In this last example, the setting allows you to activate or not a window called We need to know more when changing the stage of an opportunity. You can give more information about the opportunity, the customer or the contact.

    Note: an event or document can not be customized.

  3. Move the field you want to add in the interface from the window on the right to Drag your fields here in the left window.
  4. Specify whether you want this field to become mandatory or not by clicking on the small cogwheel and then on the corresponding box.

    In the case of a change of stages, the data will become mandatory. The change of stadium will then be impossible without these data.
  5. Click Save.
  6. To switch between your personal setting and general customization, click the corresponding buttons, such as My personalization or General customization.

Note : a mandatory field (eg in a Prospect form) added in Application Desktop will have to be added manually in the CRM Portal.