Customizing Your AvSight Experience with Form Editor, Custom Fields, and Custom Views

When it comes to supercharging your business, the ability to customize your system to your unique workflows is a major competitive advantage. At AvSight, we get this, and that’s why we’ve packed our platform with top-notch customization tools like the Form Editor, Custom Fields, and Custom Views. Let’s dive into how these tools ramp up efficiency and improve user experience.

Form Editor

AvSight’s Form Editor isn’t just another tool—it’s a game-changer. It lets you tweak the look and functionality of various system forms to match your exact needs. You can play around with colors, layouts, and font sizes to make forms not just easy on the eyes but also a perfect fit for your branding and workflows. What’s more, the ability to customize headers, and manage main lines brings a whole new level of polish. In short, the Form Editor is a must-have for any business serious about operational finesse. We highly recommend that you take a look at our knowledgebase article for more details on form editor.

Custom Fields

Next up, Custom Fields. These aren’t your run-of-the-mill data collectors. They’re designed to capture the info that makes your business processes unique. But before diving in, consider how these fields will interact with AvSight’s future updates, their effect on current functions, and the need for custom documents. Choose your field type wisely—it dictates what data goes in. With adjustable security levels, you control who sees what, keeping sensitive data under wraps while maintaining easy access where needed. We recommend that you take a look at these Salesforce resources for more information about custom fields.

Custom Views

Finally, Custom Views. Think of them as your data’s personal stylist, presenting info just the way you like it. Whether you’re keeping tabs on inventory, handling customer relations, or overseeing sales, these views give you the info you need, how and when you need it. This means faster decisions and better engagement, all tailored to your business’s rhythm. Custom views are two-folded, there are list views and page views each designed to make your work more efficient.

List views

List views work like a magic filter, allowing you to sift through the data sea to find those golden nuggets of information relevant to your specific needs. Imagine quickly zeroing in on the aviation parts inventory that needs restocking or pinpointing customer queries that require immediate attention. This customization means your team spends less time searching and more time solving. For more information on list views, we recommend that you go through this Salesforce Trailhead.

Page views

Page views, on the other hand, are your canvas for creating the perfect data landscape. With the Salesforce Lightning App Builder, crafting a dashboard that mirrors your daily workflow becomes a breeze. Whether it’s a control tower view for tracking aircraft parts through their lifecycle or a cockpit dashboard for navigating sales and customer interactions, page views put the controls right at your fingertips. You are able to customize it in such a way that it takes less time to navigate through irrelevant information and gives you more time to focus on what matters. For decision-makers, the ability to aggregate key performance indicators onto a single page provides a bird’s-eye view of the business’s health, empowering them to make informed decisions quickly. If you are interested in learning the full capabilities of the Lightning App Builder we highly recommend this module from Salesforce Trailheads for an in-depth overview.

By enabling a streamlined, highly personalized interface, Avsight users can effortlessly manage their operations, from inventory control to customer engagement and beyond. It’s about making your data work for you, optimizing every click and decision for peak operational efficiency. 

Form Editor, Custom Fields, and Custom Views work together, allowing you to shape our platform to your unique business needs. As the aviation aftermarket world evolves, these customization tools will be key in keeping your business agile and in tune with market shifts. For step-by-step guides on using these features, be sure to check out AvSight’s knowledge base.

Still not convinced? Take a look at our Self-guided demo or schedule a live demo to find out why AvSight is the ideal technology partner for you.