Business Processes
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Business process configuration is the key to getting the most out of the modules you are using - whether they're Issues, Prospects, Jobs or Contracts - by creating statuses, fields and business rules that work for you.
Overview
When AffinityLive was being setup, you had the option to choose an industry template. The difference between these templates are the types of jobs, issues, prospects and the configurations within each. To review the configurations and setup your business processes with confidence, there are some cool tools which you'll learn about from this page.
Statuses
Create statuses, complete with colours and icons, that mean more to you, your staff and even your clients - if you're using the Client Portal!
Progression
Creating progressions allows your team to intelligently move records from one status to another, filling in fields, alerts, creating tasks and more as per any business rules that belong to that progression.
Actions
Progression actions are the special sauce of AffinityLive. When a record is progressed, an action may ask the user to enter some data about that record, to upload a file, to create a task or even do something in the background - such as send an alert to another group of users!
Custom Fields
Extensions allow you to create as many custom fields as you need, for each type of record. That means your "Project" work might have 3 or 4 custom fields you need to record, whereas your "Consulting" work might have 10 completely different data fields.