Customizations
- How to Customize the Sidebar
- Customize The System Modules
- Customize the Page Layout in Salesmate
- Custom Text Widget in Detail View
- Enabling Sorting & Filtering for Widgets in Page Layout
- Customize the Module Create Forms
- How to Create New Section for Module Create Forms
- How to Create Custom fields?
- How to Move Custom Fields to Unused Section
- How to Set Field Permission
- How to Set Field Required Rule
- How to Set Field Visibility Rule
- How do I Edit/ Delete Custom fields
- How to Add Dependancy Fields in Salesmate
- Setting up Lookup Fields (Relationship Fields)
- Understanding Auto Increment Field
- How to Create Rating Fields
- What are Formula Fields and Managing them
- Formula Fields Functions and Operators
- Formula Case Studies
- Tag Management
- Creating Custom Activity Type
- Deal Pipeline and Stage Customization
- Tag Color Customization