Records
Records are the fundamental building blocks that form the basis of the system's functionality and data organization. Whether it's tracking customer interactions, counting sales records, managing project milestones, or cataloguing inventory items, records in Blue can be adapted to encapsulate virtually any information you require. This flexibility ensures that Blue can be tailored to fit diverse business processes and operational needs, making them a powerful tool for organizing and managing critical data.
Renaming Records
Records are highly versatile and can be renamed to suit your specific needs. You can easily rename your records by going to Project Settings and changing them to whatever you prefer, such as your tasks, assignments, or any other name. This change will apply across the project.
Some examples of record names you can use:
Tasks / Task
Assignments / Assignment
Steps / Step
Issues / Issue
Tickets / Ticket
Leads / Lead
Deals / Deal
Cases / Case
Opportunities / Opportunity
Clients / Client
Products / Product
Orders / Order
Make sure to add your desired record name's singular and plural forms. This way, the system will recognize and display the appropriate term based on the context.
By customizing record names, you can align the terminology with your industry, business processes, or personal preferences, making the platform more intuitive and user-friendly for your team.
Records can represent a wide range of entities, such as:
Customer interactions
Sales records
Project milestones
Inventory items
This flexibility ensures that Blue can be tailored to fit diverse business processes and operational needs, making them a powerful tool for organizing and managing critical data.
We cover records in detail in their own section:
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