How do I customize the suppliers app?

Manage and store the information of your suppliers in the suppliers app. You could create them and access the records within less time with ease. In this post, we are going to explore the features that are customizable and you could personalize the app to reach the requirements of your business.

Steps to Customize:

• Log in and access the Suppliers App from the universal navigation menu bar.

• Click on the More(...) icon and select Settings from the app header.

On the settings page, you could find a list of configurations that could be customized and accessed without any complexity.

• General

• Collaboration

• Duplication Rules

• Quick Links

• Reports

• Tags

• Email

• Email Templates

• SMS Templates

• Suppliers

• Conversion

• Supplier Categories

• Communication

• Agreement Types

• Numbering

• Employees Range

• Contact Types

• Payment Methods

• Payment Terms

• Manufacturers

• Industries

• Triggers

• Intelligence

• Charts

• Dashboard

• Customize App

• App Naming

• Associated Objects

• Master Layout

• List Layout

• Relationships

• Views

• Security

• Access Level

• Actions

• API

• Create

• Update

• Query List

• Query Count

• Delete