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:
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Activation of existing modules
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Installation of new modules
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Creation and management of custom fields
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Management of drop-down lists: Picklists and Picklist Dependencies.
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Autonumbering configuration: serial numbers, counters.
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Currencies and taxes.
Table of contents: