Features
Page Designer
· Create a Master / Child page
· Associate Notes to a page
· Associate Document to a page
· Associate Checklist to a page
· Associate Task to a page
· Enable Tag ability for a page
· Enable multi-record selection ability
· Include the page in application flow representation
· Customize field storage properties like Number, Text, Date
· Customize field display properties like mandatory, read-only, visible
· Customize field size.
· Enable search / filter to consider the field value on record search / filter
· Apply security on field using PII, Password, encryption
· Apply Auto number to a field
· Set defaults to a field. For example, 100.00 to percentage field.
· Setup drop list values for a field. For example, Mr., Mrs., for Salutation field.
· Associate lookup to a field.
· Apply input masking on a field. For example, Date in MM/DD/YYYY.
· Associate events to be triggered for the page on actions like Save, Update
· Associate page views. For example, Datasheet view, Box view.
Lookup Relations
· Customize storage and display values.
· Setup criteria to show filtered values. For example, show states belonging to US.
· Include Empty as part of value to be shown. So, optional bind fields can have it as default.
· Enable / Disable record level security for the lookup.
Menu Designer
· Create a parent / sub menu
· Define the page type. For example, set it as External URL for external links.
· Setup default page view on menu click. For example, set it as Tree View to open the page in Tree view by default.
· Associate menu icon.
· Make the menu active / inactive.
Query Designer
· Create a standard query in few clicks using query builder
· Complex select queries can also be created using Custom Query option
· Setup parameters and its default values
· Associate system variables to parameters
· Preview the query output
· Use application / system variable to handle dynamic values
Report Designer
· Create report based on a table / dependent tables in few clicks.
· Create query-based report
· Create parameterized report based on table / query
· Configure the clauses like distinct, Top
· Override the field captions as per Report need
· Add filter conditions to the report
· Add parameters to the report
· Apply grouping / multilevel grouping on the report output.
· Enable Sub Total, Grand Total to be shown on report
· Customize Report Header as well as Footer values.
· Preview report before report generation
· Enable Embedded Analytics for flexible drill down ability
· Sort any of column in the generated report
· Export the report to file formats like Excel, PDF
· Export any of drill down reports individually
· Share the report in email using the Send Email feature
· Compose an email from report output. For example, email can be sent to contact by clicking on email column value in generated report.
· Make a phone call from report output. For example, click on phone number in report to initiate phone conversation using VOIP.
Role Setup
· Create / manage a role.
· Define access rights for menus
· Define access rights for objects / pages
· Define access rights for reports
· Define access rights for actions across pages
· Set default dashboard to the role, to make dashboard available for associated users by default.
Business Unit Setup
· Define hierarchical structure of your business units upon which security must be applied.
Organization Structure
· Define your organizational hierarchy structure.
User Setup
· Setup / manage the company users here.
· Associate communication email for the user in E-Mail. It would be used in email notifications.
· Associate communication phone for the user in Phone field. It would be used for SMS notifications.
· Associate locale, time zone the user in. This would decide the date as well as number format on user login.
· Setup Home page, the user would see upon login
· Associate the user designation and reporting hierarchy
· Associate the role for the user to apply role-based limitations
· Associate the business unit in which the user is in and set appropriate rights to apply record level security
· Set it to Self if, user should access only his own records
· Set it to Unit if, user should access all records in the business unit
· Set it to Unit and Subunits if, user should access all records in the business unit as well as other business units under it in the hierarchy.
· Set Active flag to false to disallow user login
· On edit, Setup user profile picture using link available in page description on top
· On edit, reset existing user password using Reset Password button
Notes
· Manage your activity as Notes against the record. For example, meeting / call discussion with prospect can be added as Notes associated to Customer record.
· Use View All to view all of activity ordered by Notes date. For example, view all activities related to customer.
Documents
· Manage documents by uploading the same. For example, documents shared to / from prospect can be uploaded against the Customer record.
· Set up tags to categorize a set of documents.
· Upload multiple documents on single click using the link in page description.
· Set expiration date for timeline-based agreements.
Tasks and Alerts
· Add / Manage tasks
· Associate task to record on any object
· Associate task to user / multiple users
· Associate task to role
· Associate task to business unit
· Setup for a date duration
· Setup task priority
· Track task status
· Track the percentage of completion
Import
· Enable import ability for objects
· Upload import templates
· Import data from Excel / CSV
· Customize duplicate identifier field if needed
· View statistics for imported data
· Clear the records specific to an import run
Workflow Designer
· Setup workflow process based on Title / User
· Setup workflow to trigger based on changes in child object
· Setup workflow to trigger based on changes in associated Notes / Documents
· Allow skipping between titles
· Setup workflow to trigger based on an event. For example, on add / change of record.
· Setup additional criteria to workflow trigger. For example, trigger if sales amount crosses $1,000
· Setup additional field values to be shown to target user along with work item request.
· Setup Email notification on trigger / approval / rejection of workflow.
· Setup field updates on approval / rejection of workflow.
· Enable auto-approval of work item based on time duration. For example, approve the request automatically if manager do not act on it from 8 hours of request submission.
· Setup rule to submit work item / notification to a non-hierarchical user.
· Associate predefined templates for email notification.
· Turn off / On a workflow.
Widget Designer
· Create / Manage the widgets
· Setup a query-based widget
· Setup a report-based widget
· Setup unique color based on Axis for each chart
· Configure the display and position of legend
· Apply security on data shown in widget
· Configure the label display
· Make the widget active / inactive to control its display in dashboard.
Dashboard Designer
· Create / Manage the dashboards
· Setup two / three / four column dashboard
· Associate application flow representation to show on top of dashboard
· Apply common color for all widgets in dashboard using color palette
· Preview your dashboard before save
· Setup a widget to show in a new line using New Section
· Setup a widget to show in full view
· Setup a widget to occupy full width of column
· Customize size of widget to show up small / large
Email Templates
· Create your own email templates
· Phrase well formatted content using editor
· Use common variables for fetching values dynamically. For example, mention [first name] [last name] in email content, to use the contact’s first name and last name value on email campaign.
Compose Email
· Compose email on the fly from email type fields
· Send emails as we do from any mail client like outlook
· Configure Bcc so that default value always loads on automatically
· Load your content from email templates dynamically
· Choose your attachments from the system / documents stored in application
· Phrase well formatted content using the editor
· Configure to send single email to multiple recipients in “To address”
· Configure to send separate email to each recipient in “To address”
· Compose emails from report output. For example, send email from list of contact report
Auto logging ability:
· Configure application to auto log email content as a record to the system
System Variables
· Create / Manage the system level variables
· Setup a constant value to return on use of that system variable
· Setup a query-based output to return on use of that system variable
· Setup a variable to refresh on each reference
System Configuration
· Customize the system level configuration in place. For example, change the configuration “Grid Display – No of Records” value from 15 to 30 to access 30 records by default in list view.
Control Event
· Set / Change a field value based on another field value. For example, Profit can calculate upon change in Sales Amount.
· Set conditional based expression to update a field value. For example, set Eligibility flag to true when employee exceeds certain number of sales.
Actions
· Setup page navigation. For example, after adding of customer, we can use action to navigate to add of opportunity /
contact.
· Setup record level actions. For example, lead conversion can be an action against lead record.
Object Access Override
· Setup conditional based access limitation. For example, invoices that are in posted status should access restriction message on edit / delete.
Messages
· Setup message to show on login for all users
· Setup message to show on login for specific user / set of users
· Setup message for role, so that it shows up to users associated with the role.
· Setup message based on number of days.
· Setup message for a date duration.
· Setup count-based message display.
· Setup a message mandatory for user to act upon. For example, Terms and Conditions type of messages which user has to Accept / Decline.
· Setup message to show up until agreed.
Audit log settings
· Configure audit settings at object level.
· Setup audit to happen on Insert, update, delete
· Setup audit only for changed values
· Setup audit for all values
· Use Audit log report to audit
General features
MaxBlox provides these features out-of-the-box.
· Supports standard multi-tenant architecture models to facilitate enhanced security and encapsulation
· Provides the ability to have flexible deployments models (Ex: Cloud or On-premises)
· Automatic scalability to utilize spaces in existing servers and utilize new servers based on customer onboarding.
· Load Balancing to spread users across multiple servers
· Ability to run intensive processes across multiple servers
· Instant API availability for objects being created within MaxBlox
· GDPR and SOC compliant app scan be developed.
· All dynamic features are responsive, multi-device friendly.
Advanced features
Below are some of the features which can be provided on top of the existing platform, as Add-ons.
· Multi-Language capabilities throughout the app (Ex: Spanish, French etc.)
· Scope capabilities (Ex: to manage record/feature display based on industry/edition)
· Integration with over 40+ accounting, CRM and other datacentric platforms.