Easily self-customize CustomBooks™ and unlock powerful tools

With CustomBooks™, every user can effortlessly tailor the platform to match their unique business needs and working style.

Here are some of the many ways you can take charge of your account and boost efficiency:

• Choose your homepage view - set it to Workspace, Business Pulse or Bank
  

• Adjust the Look and Feel - resize icons and text for better readability
  
• Change the layout, order and/or placement of your menus
  
• Lists can be customized with folders, groupings, hierarchy, rules for filters and colors
  
• Unlimited number of custom fields can be created for lists and documents, and they can be made required fields and added to Print Forms
  
• Print Forms are highly customizable and we offer a training on that! Once the training is completed your account will be turned on for this feature.
  

Check out this video showing all of the above useful customizations, and start working more efficiently today!