Features

Product capabilities people author or read — notes, files, tags, audit history, options, tasks, saved list views, outbound webhooks, print and notification template overrides, and company PDF appearance. Not `shared/utils/features`, slot `features.*`, or system bodies in `shared/templates`.
NameDescription
Audit logsA history entry of one change to a business item: what changed, who changed it, and when.
PDF document appearanceThe logo, colors, and page format that a company uses on the PDF documents it issues.
Document templatesA copy of a system document template that an organization can customize.
File attachmentsA file linked to one business item in one module.
FilesA file stored in the organization with public or private access.
Label templatesA copy of a system label template that an organization can customize.
Module tasksA piece of assigned work with one responsible person, an optional related item, and a due date.
NotesA comment on one business item in one module.
Catalog optionsA standardized, reusable value that classifies items and defines status codes and controlled lists in all modules.
Tag groupsA group that organizes tags for one kind of business item.
TagsA short keyword that classifies business items of one kind.
View fieldsA value shown in a saved view: a related value, a formula, or a custom expression.
Saved viewsA saved layout, filter, and sort for a list.
Webhook deliveriesOne event to send to one webhook: its state, attempts and last result. Each attempt also writes a webhook log.
Webhook logsOne delivery attempt of an outbound webhook, with the result and the duration.
WebhooksAn outbound HTTP call that the system sends to an external address when a business event occurs.