Customise Pages and Call Stats

Perhaps one of the more powerful elements within Administration is the “Customize Pages” function, which provides the ability to change labels/fields, turn off sections, re-orient sections, enable “Click-Actions” and more.

Seen in the example below, you have the ability to modify the view on the following pages:

· Banner Menu

· Home Page

· Search

· Add New Record

· Record Update / Sales Update

· View Profile

· Edit Profile

· Add / Edit Contact

· Add / Edit Opportunity

· Add / Edit Call Back Event

· Add / Edit Quote

· Add / Edit Campaign

· Add / Edit Activity

· Assign Record

· Merge Record


For example we’ll look at one such page to modify, “Record Update / Sales Update” page, perhaps one of the first areas to review with new users.

In the following view you see the 1st HALF of the ‘Record Update’ (Sales Update) view. This includes the current Workgroup and Label Set, which is very important.


You will notice the UP/DOWN arrows on the left, which allow you to re-orient each section, and also the check-box at the right, which allow you to turn-off or turn-on each section.

If the Default-Label-Set is established in the ‘Manage Workgroups’ function, the administrator’s label set will automatically default to that label set, unless otherwise defined in the “Internal Settings” for the Administrator (or logged on user).

You can change, turn off or turn on any visible label as well as engage specific ‘Click Action’ within the Call Stats area. You can also easily see the levels of security currently deployed in the upper right section, in this instance with

· Group

· Account Manager

· Partner

· Partner Rep


For those user-defined Call-Stats currently enabled, when you click on the blue ‘Define Call Stats Click Actions’ you will be able to invoke specific actions when a user checks a box (without waiting for the Green GO button to be clicked). The only Click-Action currently enabled in this example is the ‘Schedule Appt’, as seen in the page after the following.

‘Click Actions’



In this example, when a user checks the box ‘Schedule Appt’, the ‘Add Appt/Call Back’ will immediately pop open and allow the user to schedule an appointment, prior to updating the record (by clicking on the Green GO button).

There are six options with ‘Click Actions’

· Attach Form

· Add Notes

· Add Appt/Call Back

· Add Opportunity

· Add Case

· Assign Records


Be careful to NOT be redundant with both Click-Actions and also the use of business rules with ‘Automation and Workflow Management’

Additional fields are available beyond what you see on the customize pages. These are called Special Interest Fields. These are requested through your sales representative and provide three new sections of optional fields, a total of 18 fields or six in each section. Section one is ‘Single Select’, two is ‘Multi-Select’ and three is ‘Text’. All can be queried on the SEARCH page.



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