Tracker TRM delivers a ground breaking web based What You See Is What You Get (WYSIWYG) screen designer user interface, which allows your business to define and customize the screens for different types companies, contacts and activities without requiring any programming.

Company relationship records for Prospects, Customers, Investors, Partners, Vendors, and Employees etc. are tied to different processes, and so they require different user interfaces and data-points to service the relationship effectively.

A Prospect company record may need to look different than a Customer company record, and a Contact record for a Regional Purchasing Manager, may need to look different than a record for an Administrative Assistant.  The Activity records for an Opportunity, Order, Service Request, Complaint or a Casual Phone Call, may all need to look substantially different from each other.  These all involve different triggers and processes.

Trackers screen designer operates per Tracker Virtual Environment™. For example, the virtual environment for your Investor Relations department can be defined with different types of companies, contacts and activities and their associated screens, sections and fields.  It flexibly adapts to the needs of those who manage the relationships.

Any number of Company Roles, Contact Roles, and Activity Types can be defined, together with their associated user interfaces. Of course, Tracker 5.0 includes a large array of predefined Company Roles, Contact Roles and Activity Types.

Tracker’s web browser based intuitive WYSYIG screen designers are integrated with Tracker’s Virtual Environments and record level Permissions mechanisms.   Together they deliver one of the most powerful Relationship Management solutions ever deployed to business.