Customizations
- Statuses and workflows
- Feature types
- Record description templates
- Workflow approvals
- Scorecard equations
- Automated scorecard metrics (Enterprise+)
- Custom fields
- Merge custom fields together
- Convert custom fields to different field types
- Custom layouts
- Advanced custom layouts (Enterprise+)
- Manage at-risk work
- Report on at-risk work
- Custom worksheets (Enterprise+)
- Custom equation functions and operators
- Filter arrays with logical operators
- Introduction to advanced equations
- Field identifiers for advanced equations
- Reference Aha! Roadmaps fields in custom worksheet equations (Enterprise+)
- Custom tables (Enterprise+)
- Link custom tables to each other (Enterprise+)
- Use custom tables to manage strategic opportunities
- Track special customer information