We continue to move forward with the implementation of our coreBOS CRM system from the point of view of the user and we are seeing that you have a rich set of functionalities. The reality is that each company is different and, therefore, needs particular personalizations to adapt the platform to the way you work. CoreBOS has a broad set of options to adapt the program to each particular case; in this chapter, we will see some of the most common and used customizations.

Here we will review the following aspects:

  • Activation of existing modules

  • Installation of new modules

  • Creation and management of custom fields

  • Management of drop-down lists: Picklists and Picklist Dependencies.

  • Autonumbering configuration: serial numbers, counters.

  • Currencies and taxes.

Table of contents:

Admin Manual
Developer Manual