Customizing is the most powerful way of achieving a successful organization-specific Customer Relationship Management system. One of the key elements of SkyDesk CRM is its capacity to allow customization and the flexibility to do so. Based on the organization's requirements, users with Administrative privileges can implement SkyDesk CRM customization.
You can customize a lot of elements like the tabs (modules), the page layouts, sections in a page, fields, etc. The changes include renaming, reordering items and even hiding tabs and fields that are not required.
Customize standard modules and create new modules by adding/removing fields, designing the layout and editing permissions.
Create a New Module | Edit/Delete a Module | Preview Module | Add New Fields |Standard Fields | Custom Fields | Formula Fields | Special Fields | Design Module Layout | Set Module Permissions | Organize Modules
Customize columns available in the related list items and create custom views to filter records.
Organize Page Details | Related Lists | Search Layout | Manage List View | Add Photo | Business Card View | Add Links | Customize Buttons