The Designer Tool for Users in CreataCRM
The Designer Tool enables users to be really creative in CreataCRM. Users are able to modify all layouts inside of CreataCRM using the Designer Tool. This feature enables you to modify and move Fields, add Tabs, group Tabs and add Charts as well.
We've tried to include as much information below as possible but if you would prefer to watch a video, please click on this link.
Designer Tool Video - WATCH
Layout Designer
List View Column Designer
List View designer
- Enable/Disable Delete button on list view
- Enable/Disable Edit button on list view
- Enable/Disable Auto Expand Groups
- Data Access Mode
- Enable/Disable Group Summary
- Enable/Disable Footer
- Enable/Disable Group Panel
- Enable/Disable New Item Row in list view
- Enable/Disable Show Auto Filter Row
- Add a Criteria for the list view
- Preview Column
- Enable/Disable Endless Scrolling
- Page size setting
- Enable/Disable Search Panel
- Enable/Disable Inline Editable
- Enable/Disable BandsLayout
Chart View Design
Types of Charts
- Bar Series
- Points and line Series
- Pie Series
- Funnel Seriers
- Area series
- Range Series
- Radar and Polor Series
If you would like to watch a video about Chart Design, please click here.
Chart Designer Video - WATCH
Action Designer
Appearance Rules
Add Calculated Fields
Customise Navigation
Validation Rules
If this feature or anything else interests you, simply visit our 'CONTACT PAGE' to book your online demonstration, or give us a call on 02 9125 0575