AscendixRE Admin Guide

What else can I customize?

Tagged with: FAQ, Customization

What can’t you customize?

Here’s a general list of things an admin can do:

  • Re-name tabs (Example: Changing ‘Accounts’ to ‘Companies’)
  • Re-name field labels (Example: Changing a field name from “Type” to “Relationship”)
  • Change the columns that are displayed in the list view (Tip: Only show the data you care to see at a quick glance)
  • Change the layout of a record (Tip: Only show the most important fields up top, take advantage of the real estate on the screen, no pun intended!)
  • Change the color scheme (perhaps to match your organization’s color palette)
  • Workflows. Although an advanced feature, workflows customized to how your business flows really help automate your day. Which leads to increased efficiency. (Example of a workflow: Get email reminders when leases are going to expire for your tenants, when a Listing is created, create a checklist of tasks that need to be accomplished by a certain person or team).

Further Reading

There’s a lot going on here. Many things I don’t need. Can I remove tabs on the menu or fields on the form?

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