OfficeTalk provides you with wizards and tabbed dialogues that make it easy to define what you want - OfficeTalk does the rest. Categories allow you to create sets of lists from which multiple selections can be applied to almost anything in OfficeTalk. Custom fields can be added to any kind of record in OfficeTalk, with the exception of Mail and Notifications. OfficeTalk provides 17 different types of custom field and a straightforward Wizard that makes it fast and easy to define custom fields and the edit dialogs that they require. Then OfficeTalk does the rest, creating the custom fields and edit dialogs.
Profiles provide comprehensive controls over what users see.
As well as controlling the colors and fonts, you can control the data viewed in diaries, group diaries, companies and contacts and also in any list, such as the company and contact directories, contact history, to-do's and mail. Sorts and filters can also be applied, so as well as defining what information is shown in what order for individual records you can also define what records are viewed and in what order. You can create any number of profiles, say for sales, customer service and support, or for specific processes like sales prospecting or customer surveys. This ensures that users can have the information they need in the way the need it, without the distraction of information that they don't require, for whatever function or process that they are carrying out. Layout controls provide a wysiwig tool for refining the layouts for company and contact records.