Typical customizations
Glossary Item Box
Contents
- Creating pop-up summaries (mini pages)
- Adding pop-up summaries (mini pages) to a module
- Creating a pop-up summary (mini page) for adding records
- Adding pop-up hints
- How to modify sales pipeline calculations
- How to enable additional filtering in a sales pipeline
- Adding a custom dashboard widget
- Using the Terrasoft.AlignableContainer custom control
- Adding a duplicate search rule
- Junk case custom filtering
- How to display custom implementation of approving in the section wizard
- How to create custom reminders and notifications
- Creating the [Timeline] tab tiles bound to custom section
- Adding multi-language email templates to a custom section
