Customization

Fit for your company, the way you want

Shape the menu, customer record pages and list views around the way your company works. Put the information you need where you want it, and set stages and views to fit your team.

Understand a customer on one screen
Bring the key numbers and linked records together, so you can decide without jumping between screens

  • Custom data

    Build objects, fields and the relations between them around how your company works.

  • Custom menu

    Group the left menu into sections, reorder it and hide what you do not use.

  • Custom layout

    Set up overview cards, tabs and the field panel on record pages for each object.

  • Custom views

    Split the same data into Kanban, Table, Calendar and Feed views, and edit Kanban and Table columns.

  • Custom domain

    Open Trackit on your company domain, like crm.yourdomain.com. Available on the Enterprise plan.

  • Filters and sorting

    Stack conditions, add sorting and save them with each view.

  • Personal and team settings

    Columns, filters and sorting you change apply only to you, until you choose to apply them for everyone.

  • Custom home

    Place widgets such as dashboards and lists on Home to decide what you see first.

  • Custom entry forms

    Decide which fields people fill in when creating a record, in what order, and which are required.

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