Customizing NexJ CRM
Business administrators with appropriate permissions can customize various aspects of NexJ CRM, including categories, custom fields, coverage groups, and templates, from the Customize workspace.
Customize workspace
The Customize workspace lets business administrators with appropriate permissions configure some features in NexJ CRM.
This workspace lets you configure many different features all in one place. You can manage different features in NexJ CRM through the following tabs:
Categories
Create, edit, or delete categories.
Custom Fields
Create, edit, or delete custom fields.
Lists
Create, edit, or delete saved lists.
User Lists
Create, edit, or delete user lists.
Client Coverage Groups
Create, edit, or delete client coverage groups.
Activity Plans
Create, edit, copy, or delete activity plan templates.
Business Processes
Create, edit, copy, delete, activate, deactivate, export, or import business process templates or flow templates.
Task Management
Create, edit, or delete task templates, which automatically assign tasks to one or many users.
Call Management
Create, edit, or delete contact center reasons for inbound calls; create, edit, copy, activate, deactivate, or delete call script templates.
Lead Management
Create and manage distribution rule sets, which control how leads can be automatically distributed to owners; create and manage scoring rules, which determine how leads are scored; create and manage lead call scripts, which users can follow when calling their leads; associate sales concepts with call scripts.
Rules
Create, edit, or delete system rule sets.
Form Library
Create, edit, copy, delete, activate, deactivate, export, or import flow templates.
Opportunity Management
Create, edit, or delete opportunity coverage groups; create, edit, activate, deactivate, or delete opportunity templates.
Products
Create, edit, or delete products, which can be associated with opportunities.
Turned Off Notifications
View the notifications that users have turned off and turn notifications on again for users.
Event Management
Create, edit, or delete event coverage groups and event availability templates.
Account Mapping
Create, edit, delete, activate, or inactivate trading accounts, each of which is mapped to an institution.
Research Subject Management
Create, edit, or delete research subjects.
Service Request Management
Create, edit, or delete service request templates and add or configure mailboxes for support teams.
Localizing entities and activities
You can localize entities and activities in NexJ CRM to display captions in a user's preferred language.
An entity is an object in NexJ CRM that represents a person (such as a user, contact, or lead) or an organization of individuals (such as household, company, or department). In addition, it can represent an investment account. When Capital Markets functionality is enabled, entities can also represent institutions, sectors, and funds.
You must have the appropriate privileges to localize entities or activities.
Localize entities and activities by editing the entity or activity and selecting a locale. You can then enter caption translations for the selected locale.
You can localize captions for the following entities and activities:
- Activity Plans
- Business Processes
- Categories
- Client Coverage Groups
- Contact Center Reasons
- Custom Fields
- Event Coverage Groups
- Lists
- Notifications
- Opportunity Coverage Groups and Templates
- Products
- User Lists
To localize an entity or activity:
The entity or activity is localized. When a user changes their locale, the entity or activity displays captions in the language for the selected locale.