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.