Knowledge base

Customization

3 articles
Configuring Pipelines Pipelines are the backbone of your workflow management in ellocharlie. Instead of a single flat list of deals, you can create multiple pipelines—each tailored to a specific business process. Whether you're managing a sales pipeline, hiring pipeline, customer onboarding, or support escalations, pipelines let you visualize and organize your work in a stage-based kanban view. Each pipeline is self-contained with its own stages (customizable columns), entity labels (what you call items—"Deals," "Candidates," "Customers"), color coding, and optional custom fields. You can create as many pipelines as you need, move items between them, and set one as your default. Configuring Your Ticket System The ticketing system in ellocharlie allows you to tailor support workflows to match your organization's unique needs. By configuring ticket types and customizing fields, you can ensure that every ticket captures the right information, routes to the correct agent, and reflects your brand's support process. This guide covers how to set up and manage ticket types, define custom fields, and apply best practices to keep your support operation running smoothly. Customizing Company Properties Company properties are custom fields that let you store additional company information beyond the standard fields. To add a custom property: go to Customize > Custom Fields > Company, click New Property, choose your data type (text, number, select, tags, etc.), set a label and unique identifier, configure validation rules, and save. You can then edit these properties directly in company list views and detail pages.