NZify CRM 4.0

Simon Phillips, 20 April 2010

Lately with a lot of the implementations we have been doing they have all needed the same initial customizations to make the system fit more with New Zealand. So I went and made up some customizations that made CRM fit more with New Zealand you can find the Word Document with all the customizations I made here. But for all you lazy people out there I will give a brief outline of what I did.

I started by adjusting all the Address blocks in every form that has one that includes; Address, Account, Contact, Lead, Invoice, Order, Quote. Most of the edits on the address block were the same on all the forms.

Next I went and removed some unneeded fields and reorder as I saw fit to make input of data more pain free. One of the biggest things I did was on the account form I removed all the items on the industry list and changed it out for a list according to Stats NZ.

Another big thing that I did was add a new tab to the contact form called Social and within that tab added 4 fields; Twitter, LinkedIn, Blog, and Website.

The last thing I did was add New Zealand Territories to the sales territories in the settings pane and in the description I put details about the territory.

To enquire about the customizations please get in contact with us.