Description

Administration

Colleague 7’s long term vision is to offer a fully self-service plug and play solution.

Whether it be via data driven customisation from our Administrative area, user specific preferences or tutorial support from our suite of online training videos. Our objective is to give you the tools you’ll need to tailor your experience and get the most out of the system.

The Administration of our CRM has never been easier or more feature rich in options.

Authorised users will have the ability to:

Add/Remove Users and Team Hierarchy

Assign User Group Permissions and Workflow Privileges

Edit and Configure a wide range of options within Global Settings

Add/Remove/Edit Lookups (Drop down fields)

Administer a Data Dictionary, allowing you to set fields to be searchable, merged into templates and sequenced as per your preference

Create Custom Fields against all main entity types choosing from a range of field types

Setup Mandatory fields against all main entity types

Edit Email, Letter, Note and Checklist Templates

Merge, Archive and Delete Records