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Manage Workflow
Customize Displays for any
Specialty and Use Case

Create a User Experience That Meets Your Clients' Specialized Needs. 

Virtually the Entire Platform is Editable

Almost every data display is editable at both the industry level and the client level -- columns, toolbar items, form inputs, menus and sub-menus -- allowing users to see industry-relevant terms throughout the portal.

Customize Displays Down to the Client Level

Create displays for all clients in a specific industry, or customize at the client level for specific and/or unusual needs and use cases.  

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Store and Re-Use Display Templates

Save custom displays as Display Templates. Apply to single or multiple client accounts. 

Create and store an unlimited number of Display Templates.  Update or change displays with a few mouse-clicks. 

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