Unlock the full potential of Ailance with the following expert tips! Customize and optimize the user interface to your individual needs and preferences. Whether you want to refine the look and feel, optimize navigation or provide clear guidance to users: These five tips will help you turn Ailance into a customized tool for your business.
1. customizing the general appearance
Create a unique design that reflects your company's identity or your personal style. With Ailance, you can easily customize the colors for the main elements such as the left sidebar, header, text and buttons. Advanced users can apply custom CSS styles to further celebrate the appearance and use an attractive and coherent design.
2. customize the "New object" menu
Customize the "New Item" menu to suit your workflow. This important UI element allows you to easily create and manage data elements. You can categorize different types of data items, add new categories, move or remove existing categories. This allows you to optimize your menu and increase productivity.
3. optimization of the navigation bar
The left sidebar is your access point for quick navigation and efficient management of data elements. Customize it by adding, editing or removing options. Options include organizational categories, dashboards, hyperlinks and links to specific data elements or overviews. So you always have everything you need at your fingertips.
4. configure data tables
Take control of your data management with customizable data tables. Define which actions can be performed, e.g. linking, editing and deleting data elements. You can also select which data columns should be displayed. This ensures that the most important information is immediately available. These customization options contribute to a clear and efficient workspace.
5. clear instructions with self-created help texts and notes
Improve usability by adding helpful instructions and notes for fields.
Help text: Provides additional information or instructions for a field and can be displayed in different modes:
Tooltip: The help text is displayed when you move the mouse pointer over the info symbol next to the field title.
- Help text above: The help text appears at the top of the field under the field title.
- Help text below: The help text appears at the bottom of the field.
Further information, tips and animated videos can be found in the Ailance Knowledge Base.
Reading tip: Dashboard creation in Ailance - 4 tips for effective use
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