Moving forward with Coevera concepts, let’s now look at yet another remarkably efficient Coevera administration approach: fields and forms. As with much of our other functionality, we’ve made fields and forms far easier than other CRMs. No programming is required, and this function, along with other administration, can be learned in a few hours by anyone who is computer-literate.
Different CRM functions are referred to, in Coevera, as entities. It is within entities that fields and forms are utilized. Entities act as data storage for their own individual areas, and are 9 in number:
- Account
- Contact
- Lead
- Opportunity
- Task
- Appointment
- Product
- Product Line Items
- Projects (just released)
It has been our experience that these entities satisfy 95 percent of company needs. We will in the future, however, make it possible for businesses to create their own unique entities.
Flexible Forms
Customizable forms are available within most of Coevera’s entities, enabling multiple data point visualization. When you are setting up your system, you must first decide which forms you’ll need for each entity and how you will use them. Within a task, a form might be a call, an email, a survey or a support ticket.
Different departments might require different forms. Or, in another example, you might have a partner program, and partners might be handled differently.
Creation of Fields
You may create as many customizable fields as you need within each form. These fields can be made accessible to varying degrees: not accessible at all, read-only, or with read-write permissions. We’ve done this because some roles will require access to specific fields and some will not, just as there will be various departments that will need access and others that will not.
Permissions are no longer simply a matter of preference, as they might have been in the past. Today data security is a prime concern, so only certain positions or departments in a company should have privileges. There are even legalities involved, such as with HIPAA requirements, that means data access is a matter of law.
New—Project Management
Special mention must be made of our new Project Management entity, as it differs from other entities in several significant ways.
With Project Management, you can utilize different kinds of forms to create projects. As with other entities, forms can be edited and customized. Fields—such as rollup fields which can be configured to aggregate data about related records, and lookup fields, which are configured using filter criteria—can be customized and added to forms.
A project, once created on the back end, is made available as a front-end template. The project would then have process-driven steps. The project can be added to an account or opportunity, or it can even be used by itself as a standalone project. Within an opportunity, a project could be a particular customer’s buying process. It could also be an onboarding process, utilized with any new account.
While project management applications are usually not correlated with CRM, the great news is that, in the case of Coevera, project management is built right in and operates seamlessly as part of CRM.
Never Set in Stone
Flexibility is a significant aspect of fields and forms within Coevera. After you’ve set them up, you can be assured that, if required, you can easily change them. Nothing is set in stone.
Your Independence is Our Goal
We have made Coevera’s fields and forms simple to customize for one reason—so it is possible for you to independently run your system. When you need to set up new forms or fields, you can do so without the requirement of outside guidance such as a consultant—which you may or may not be able to find or afford.
Cybernetic principles—the science of simplicity—is utilized in our feature design, as it is in the overall design of our CRM solutions. This simplicity applies to feature ease of use and also to their customization by an administrator.
