MaxBlox Videos

Page Designer

Within a minuite, a working page can be created in MaxBlox, that can accept values for data entry as per the fields that you wanted. For example, a Customer page be created in MaxBlox, just by typing in the field names and the relevant details in the Page Designer. You will be able to save customer records in the Customer page as soon as the page is created. Below is a demonstration on the Page Designer:

Report Designer

Report Designer in MaxBlox is a flexible report generator, that can Group, Filter, generate sub-totals and grand-totals while rendering the report apart from basic functionalities like Caption renaming and formatiing of fields. Any of the objects, that you created above, can be used for generating reports. Below is a demonstration.

Widget Designer

Using Widget Designer, meaningful graphical respresentation of data can be made. MaxBlox supports creating widgets from Objects, Reports and Queries. Once they are https://www.youtube.com/embed/2TgzB8BDp0Q Below video shows how some of the sample widgets can be created based on the reports that we created above. The samples are "Profit per Product" and "Sales per Product".

Below video shows the creation of "Sales per Year" and "Top 5 Customers".

Dashboard Designer

Dashboards constitutes of various types of widgets that, in turn, can presented to users or to a group of users specific to a role. Since dashbords can be made as a home page for a particular user, it can be designed to give important insights about the data in that account. The following video shows how a dashboard can be created from the existing widgets.

Below video shows the creation of "Sales per Year" and "Top 5 Customers".

Creating Users

As an administrator, you can create users in your account. Users will be able to login and will have access to those pages as per the Role specified and the security setup. Here is how you can create a user.?

Role Setup

Roles defines the menu and page access that a user or a group of users can have. Once a role is created with the appropriate menu and page accesses, attach it to a user. The user will have access to only those menus and pages that is specified as per the role.

TASKS AND ALERTS

This allows you to setup a Task related to a record in an Object. For example, a task to "Call the Customer" can be setup for a Customer record. This task can then be assigned to a user or a group of users as desired. The below video shows such a setup and more.

Workflows

Workflow is a common need in most of the organizations. Any approval-rejection process can be configured in MaxBlox based on users, their titles or even on the roles in your organization hierarchy. The triggerring factors also can be customized to a granular level. The below video demonstrates a simple notification ability using workflows, that updates a field in the originating record when approved.

Record Level Security

MaxBlox has the ability to control the record level access based on any business entity, called as Business Units. For example, Records in the customer page can be made accessible based on the Reporting structure in your organization. In some cases, the security structure will be based on the territory at the user is in. This also is feasible in MaxBlox using "Business Unit" setup, as demonstrated in the video below.