How to Customise the CRM
You can customise the CRM with Really Simple Systems to meet your business needs. It’s is quick and easy to do and makes using the CRM simple too. There are many ways to customise your CRM system, from adding new fields through to controlling user access.
To start with you can easily change the layouts of the data tables by “dragging and dropping” to re-order the columns and removing the columns you don’t want. You can add extra fields to the forms and data tables, and remove the ones you don’t want. You can do this with our Custom Fields function which is available in all price plans. You can also edit the pre-defined values in the dropdown lists and add new ones, using the LookUp Tables feature.
You might also like to customise the sales process screens by defining your own Sales Stages and Sales Status to meet your requirements.
However, you don’t have to make all the changes all at once. You might want to make the basic changes before you start using the CRM and then make more as you need them or as your needs change.
Subscribers on the Enterprise plan can make further customisations by contacting our Customer Support team.