How can I Navigate Data Designer?

Last Revised:       Written by Veloxity CRM    Time Estimate: About 5 minutes to read. Version 2.0

Contents

What is Data Designer?

Definition

Data Designer allows for the detailed customization of data types in Veloxity CRM. 

In Veloxity, data inputs feed machine learning, charts, and statistics to make your job easier and more informed. 

Useful data is the cornerstone of CRM. Designing your data is key to the accuracy of this process:

  • Configure the attributes of data types to match your business process.

  • Specify relationships between data types. 

  • Customize the data fields associated with each data type.

  • Create predefined system searches and charts and make them available to selected user groups.

How can I use Data Designer?

Veloxity CRM has a fully configurable data layer.

Data Designer is the primary tool for customizing the data layer.

No SQL coding or direct database access is required.

Data Designer gives you full access to your Data Types:

Where can I find Data Designer?

Data Designer is found in Veloxity App Setup.

On the Main Menu, click My Profile > App Setup > Data Designer

Navigating Data Designer

You are looking at a screenshot demonstrating How to Navigate Data Designer:

Figure 1. How to Navigate Data Designer. 

1. The left side of the screen lists your data types. Click a data type to view and edit.

2. Select the data type function you want to view and edit for the data type selected:

3. View and edit the details of the data type function selected. 

4. Use the toolbar to navigate and edit the view. Click Save.