All of the customization functions are available in the [System] module.
Home screens
It is possible to define a home screen adapted to each user profile.
Forms
CARL Source forms can be fully adapted to your needs.
Form customization is done in 2 steps:
New attributes must first have been created in the dictionary.
Print reports
If you have developed new reports, you have to incorporate them into CARL Source using Report customization.
Message templates
You can change the messages sent by CARL Source concerning events or create new ones by managing Message templates.
Dictionary
The Dictionary allows for in-depth customization through the modification of CARL Source objects.
Status workflows
The status change process can be adapted to special needs for objects that have a status workflow.
Automatic coding
The default code for the new elements is defined in the form of automatic coding.
Vocabulary
To replace the names used on the screens with the terms you use on a daily basis, use the Customization of names function.