Standard v. Custom Records

🆚 Comparison between pre-defined record and user-created ones.

Clevero offers two types of records: Standard Records and Custom Records. Understanding the difference helps you choose the right option for your workflows.

  • Standard Records are predefined by Clevero with fixed fields and configurations. They’re commonly used across multiple instances, think of them like a “product” you can use out of the box.
  • Custom Records are created by you. They’re fully tailored to your business, letting you design unique records and fields to match your specific needs.

Here are some key points to know:

Standard RecordsCustom Records
ConfigurationLimited customization options within predefined parameters.Highly customizable based on specific needs, allowing for extensive configuration.
DefinitionThe system provides the predefined record.User-defined records tailored to specific business needs and workflows.
FieldsThe system determines a predefined set of fields.Flexibility to add, modify, or remove fields.
IntegrationCan integrate with external systems, APIs, or third-party services to enhance functionality.Can integrate with external systems, APIs, or third-party services to enhance functionality.
PurposeCover common business scenarios and standard processes.Designed to match unique business requirements and workflows, addressing particular use cases.
WorkflowFollow standardized processes and workflows.Ability to define and adapt workflows to align with unique business processes.

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