Oncontact CRM 7 Customizer

Oncontact CRM 7 is built to adapt to you. Not the other way around. We’ve made CRM 7 incredibly easy to shape to your individual needs. In fact, CRM 7 includes the powerful tool, Customizer, to help you custom-tailor screens and workflow to accurately reflect your company’s way of doing things.

You can make this solution truly your own by using Customizer to design and position screens exactly the way you want them to appear and function. CRM 7’s Customizer tool allows you to easily modify the application to fit your company’s wants and needs, without touching the source code. You can also modify or build workflow and business rules into the application, allowing for fast, simple enhancements as your needs evolve. Best of all, the toolkit brings customizations and user preferences to the user or the ‘not-so-technical’ administrator so changes can be made quickly and easily. Customize with Customizer. Customizer is a powerful screen designer and business logic tool that allows you to either change exiting screens or develop your own while allowing you to incorporated workflow, events, screen prompts, and logic.

Oncontact CRM Customizer

With Customizer, you can create an unlimited number of fields or screens without having to follow a pre-formatted structure. Adding, changing or deleting fields, tabs, screens, toolbars, tree controls, workflow, query frames, buttons, list boxes, rich text controls, etc., can be done in an easy-to-use drag-and-drop interface. Customizer allows you to determine fonts, attributes and colors for screens, fields and text.

With Customizer, you are able to create events that trigger wizards, screens, workflow, prompts, escalation rules, automatic email notification, and more. You can define agents visually by drawing flowcharts or by writing script. Or define your own flowchart toolbox components, including entire workflow templates.

Customizer can also create prompts to guide users through the process of entering or updating required information. Escalation rules can be created for support cases based upon known issues and their resolutions. Automatic email notification can be triggered when a specific event (e.g., an opportunity reaches 90% close probability) occurs in the system.

Customizer was built to be powerful while ensuring that customizations can be completed quickly and easily by users or the ‘not-so-technical’ administrator. Whether you need tweaks or major enhancements, the system was designed to accomplish whatever you can dream up.

Worry-free upgrades.
By using Customizer, you are not touching the system source code. This means that your changes are living in the database with all of your other data: there is no need to redo all of the enhancements when you have an upgrade.

With the Oncontact CRM 7 Customizer, you have the ability to customizer your CRM solution to fit your needs.