How do I Customize the Customers App?

Customers App has several groups of configuration settings that allow you to adjust the way the app functions. Configuring the app before entering your information is always a good idea.

It would be great if you could check it out here first!

To configure your Customers App

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

• Click on the More(...) icon and select the Settings located at the app header bar.

A popup will appear with the group of configurations on the left, now we’ll go through each one with their actual values and adjust the actual values on the right:

• General

• Collaboration

• Duplication Rules

• Quick Links

• Reports

• Tags

• 360 Degree Views

• Email

• Email Templates

• SMS Templates

• Email Sequences

• Notifications

• Update Notifications

• Customers

• Assignment Rules

• Categories

• Communication

• Conversion

• Employee Range

• Industries

• Market & Segments

• Numbering

• Scope

• Statuses

• SLA's

• Support Plans

• Territories

• Highlighting

• Triggers

• Intelligence

• Charts

• Dashboards

• Customize App

• App Naming

• Associated Objects

• Master Layout

• Print/Web Layouts

• List Layout

• Sort Ranges

• Relationships

• Views

• Reports

• Schedule Reports

• Security

• Access level

• Assignment Level

• Actions

• Data Sets

• Data Access Sets

• API

• Create

• Update Customer Attribute

• Query Lists

• Delete