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Company-wide forms and user-defined fields are created using the Tour de Force Administrator’s Console.
The Tour de Force Admin Console allows your Administrator to design custom forms and user-defined fields that will alter the appearance and functionality of Tour de Force for your entire sales team.
Custom forms and views configured with the Admin Console and stored within SQL Server are automatically downloaded by the Tour de Force client whenever Outlook is started. User-defined fields configured through the Admin Console are available immediately and transparently to users.
Storing all custom form information within SQL Server means that Tour de Force makes no use of Outlook’s custom forms feature.
Creating user-defined fields lets you customize profiling screens and reports, company-wide.
Most user-defined fields are set up during the implementation process using the UDF Manager. In most cases, your administrator will be able to define the UDF’s label as it will appear on the user’s screen, as well as the available values from which the user will be able to choose.
- Wizard-type interface permits single point access to all Administrative utilities
- Enterprise control of User-Defined Field names and values, as well as publishing system updates
- Single-click merging of Contacts for Enterprise control and publishing of company Word templates. Templates are published to the Exchange Server for Enterprise-wide access.
- Administrative utilities for moving records between Salespeople/Account Packages, or for moving Contacts to a new Account while maintaining historical information
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