Utilities

This category is your hub for setting up the overall functionalities of the system. From system-wide settings to advanced configuration options, the articles in this category provide a guide through the process of tailoring the system to meet your specific needs.

Topics

Branding — This guide explains how to customize the authentication pages and the Guest forms with your own logo.

Objects — Objects represent entities in the system. Each object corresponds to a specific type of record and defines its own elements: Fields, Layouts and Flows.

Picklists — Learn how Picklists, the underlying element for fields of type Picklist and Multiselect work.

Templates — Templates are modular blueprints used in the application to create consistent layouts for emails, SMS messages, and documents. Templates let you quickly send messages or create documents that include data from your records.

Security — Effective security is as much about controlling who can access the system as it is about safeguarding the data within. In this section, we explore the intricate layers of access control within the application. Learn how permissions, roles, and user management work in tandem to ensure that only authorized individuals have access to specific functionalities and data.

Company Information — The company information shows details about the company subscription and some default settings.

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.