For organizations who choose not to change their business in order to accommodate their business software solutions, Afxisi provides a complete customization toolkit and form designer which allows non-technical users to customize menu's, tables and forms with a drag-and-drop visual editor.

FORMS DESIGNER BENEFITS

• Designer Tools empower customers to customize pages and configure unique business processes without costly customizations or without giving up new features delivered through upgrades
• Forms Designer permits the system administrator to tailor pages based on user preferences and business systems requirements
• Menu's, screens and pages can be customized for different roles so that each role sees only what is relevant to them
• Screens and pages permit the insertion of new fields, removal of unused fields and drag-and-drop Screens and pages permit the insertion of new fields, removal of unused fields and drag-and-drop
• New completely custom screens and pages can be created and appended to accounts, incidents, campaigns and other CRM objects
• All form modifications are done in a codeless drag-and-drop graphical environment to avoid programming, syntax or technical input
• The Forms Designer permits you to change your CRM system to support your business requirements; not change your business requirements to support you CRM system

EFFICIENT CUSTOMIZATION

    Only Afxisi provides a Form Designer customization toolkit intended for non-technical users. This visual design environment allows authorized users to rearrange or completely modify a page's look and feel in a drag-and-drop environment. This Form Designer allows the user to customize forms, field names and overall page layout to suit the organization's preferences. The publishing process includes a "Revert" feature which permits the user to revert back to the last saved version of the form or the original Afxisi default form if necessary. For complete system control and flexibility, the Form Designer also includes an XML Editor in order to provide technical resources the capability to add user-defined custom behaviors, actions or rules to fields or screens.

THE NAVIGATOR DESIGNER

    Afxisi's customization capabilities also include the modification of menus and tables. The "Menu Editor" allows users to modify the overall menuing structure - by user or role - so that features and functions not applicable to certain users can be removed from their view, thereby, resulting in a simpler system and increased ease of use. Similarly, the "Navigator Designer" allows authorized users to determine what tables should look like - by user or by role - throughout the system. For instance, each display table's properties can specified by user or role to determine what columns should appear in a table, what order the columns should be sequenced and what column headings should be used.

The Form Designer enhances overall system ease of use by removing fields that don't apply, changing field names to commonly used terms and positioning fields in a logical and intuitive fashion. Commonly used Form Editor examples include the following:

• Using the visual editor, the user can simply drag-and-drop fields from one location to a different location on the page.
• Users can change the names of fields
• Users can remove fields from the page that are not applicable to their environment.
• Users can create new fields, designate field type (e.g. text box, checkbox, dropdown list) and position them anywhere on the screen.
• Users can create entirely new pages and populate those pages with user-defined fields.
• For technical users, Afxisi provides an XML tab at the bottom of the page and standard XML editor so custom behaviors, actions or rules can be programmatically applied to a screen or field.