Software Features
Customization
Custom Forms
We know you need solutions that match your own unique work and business processes. With custom forms, you choose the sequence and placement of the fields on your data entry forms. You can add instructive text to guide your users.
Custom Applications
Each team or workgroup in your business will have unique requirements and therefore each application or data set is configured based on your requirements. Most applications require little to no customization.
Custom Views
Each team or workgroup will need to access their information, based on what is important to them and their unique work processes
Custom Workflow
Each application or data set in Business on Track can have workflow integration. Workflow will allow you to track, manage and report as they move through the process through to completion. Workflow is important for tracking sales opportunities, tasks, projects or any business process.
Custom Form Fields
You have total customization control with fields: add new ones, change the order, modify the properties or delete them.
Custom Reporting
Reporting is only a few clicks away. Drill down on the information that you want to report and with one click you can either print or export the day for further analysis.
Custom Branding
Application administrators can now control the text, logo and header color for all Business on Track applications. Choose the colors you like best, for efficiency or just for fun.
Technical Features
Totally Web-based
Business on Track provides 24-hour, 365-day availability; your team has access anywhere they connect to the Internet. Everything is available the moment you sign in, with no special software or installations needed. And thanks to the easy familiarity of the Web, anyone can use Business on Track right away.
Capacity for your Teams
Powered by powerful SQL databases, Business on Track will support many applications for various workgroups and millions of records. Business on Track gives your company full scalability and growth.
Ease of Use
Simple buttons, drop down menus and links make the user experience similar to surfing any website. The software is so intuitive users are up and running in 5 minutes.
Create from Spreadsheet
Any spreadsheet data can be imported into Business on Track quickly and it is just as simple to export data to your local computer with one click.
Easy to Share
Sharing your solution with your team is as easy as a-b-c. Enter the appropriate e-mail addresses, assign a role to each, and Business on Track automatically assigns the appropriate permissions and sends an e- mail inviting each to use the new application.
Advanced Access Controls
With Business on Track, you share information only with the users you choose. You control who can view only and who has broader privileges to add, modify and delete information. You can even restrict which applications and which fields within those applications someone can see. Roles give you an easy way to deliver the right information and access to the right members of your team. With roles, you define types of users (such as viewer, participant, administrator) that you apply to your specific team members.
Automatic Email Notification
With Business on Track e-mail notification it’s easy to alert your team when information has been changed and stages in the process or workflow has been updated. Users automatically receive a message notifying them of the change.
Ease of Administration
The Business on Track administrator has full control of the application and with a few simple clicks, they can manage each user and which information the user can interact with.
Account Management
Add or delete users, set and reset passwords, or change access levels for any or all members of your team. This feature is only available with Business on Track for Corporate Workgroups
Consolidated Billing
Receive one consolidated bill for the activity of all members of your team. This feature is only available with Business on Track for Corporate Workgroups.