top of page
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.
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.
bottom of page