Different user groups have different needs, therefore it must be possible to assign each customization to one or more group of users to avoid that all users gets all the specific customizations which then easily can end up in a large complex system that no one will use.
For this reason Caesar webCRM has a function called “Application Management” which allows the system administrator or a super user to clone a base application (webSales etc.), customize and give it a new name and then assign it to a group of users. Each clone can have their own set of information objects, field rules, filters, codes and GoTos.
An example could be “Customer Service” – The users at the customer service department don’t need the same set of functionality as the sales people. So you can make a clone of the standard webSales; hide all functionality not needed and add some new customizations especially for the customer service. For example new required fields, special reports and GoTo integrations to an external knowledge system.
Adding the possibilities of customization, Caesar webCRM offers great flexibility regarding user interface, business logic and integration with other web based applications.