Lanetix offers out of the box configuration for three Business Units:
- Business Development
- Customer Support
Each business unit contains relevant record types and workflows through which those records can progress:
Each record is currently configured with fields to capture information based on industry standards and best practices that we've learned while working with the top logistics companies in the world.
To review the information that you can store on these records, click the and create a new record within any of these types. Upon creation, you’ll only be asked for only basic and pertinent information, however, once it’s created you can click into the record to access and update additional fields.
The Company’s Lanetix Administrator has the ability to customize any of the fields, either on the creation layout or on the record layouts. We have a thorough knowledge base that walks through all of the steps to make those customizations. The Knowledge Base can be accessed here.