Data View & Attribute Customization

Easily access, customize, and automate data for efficient workflows and precise record-keeping.

Data View and Customization

The Data View and Attribute Customization feature in Ivinex equips users with role-specific data displays and powerful configuration tools to streamline workflows and improve data management. This tailored experience allows agents to see only the most relevant data, while administrators gain control over complex layouts and customized fields, making the platform adaptable to unique business needs. With built-in change history, audit trails, and automated data capture, Ivinex ensures compliance, accountability, and efficiency across the organization.

Role-Specific Data Access

The Data View feature in Ivinex allows users to see data tailored to their role, giving them quick access to records and insights relevant to their tasks. By showing only the necessary information, this feature helps streamline workflows, reduce time spent searching for details, and boosts productivity across teams.

Advanced Editing Tools for Admins

For administrative users, Data View includes powerful editing tools that support complex data configurations. Admins can easily create and manage intricate data layouts to meet unique business needs, ensuring that data structures are both flexible and comprehensive. This capability empowers administrators to tailor the platform to fit evolving requirements. 

Comprehensive Audit Trail

Change History logs each modification made to records, including previous values. This detailed tracking ensures a clear, auditable trail for compliance purposes, helping organizations meet regulatory standards and maintain high levels of data integrity. 

Clickable Data Panels for Quick Navigation

An integrated audit trail keeps a record of user actions with precise timestamps. This feature promotes accountability by providing visibility into user interactions with the data, making it easier to track activity and maintain transparency. 

Comprehensive Audit Trail

Change History logs each modification made to records, including previous values. This detailed tracking ensures a clear, auditable trail for compliance purposes, helping organizations meet regulatory standards and maintain high levels of data integrity. 

Clickable Data Panels for Quick Navigation

An integrated audit trail keeps a record of user actions with precise timestamps. This feature promotes accountability by providing visibility into user interactions with the data, making it easier to track activity and maintain transparency. 

Automated Data Capture

Data Capture Automation streamlines data entry by collecting information directly from forms or external sources, reducing manual input. This automation speeds up workflows and ensures that records are updated accurately and consistently, minimizing the risk of human error and ensuring that data is both accessible and reliable.