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Frequently Asked Questions (FAQ)


Q: Can we customize intertrac?

A: intertrac's ability to conform to your specific needs is beyond compare! Here is an overview of the various types of adaptations that are possible:

Configuring intertrac for different users: intertrac is uniquely designed so that your system administrator can configure the product to function differently for as many separate user groups as desired as you need them. This provides two major benefits. First of all, it allows each different user group throughout the organization to receive the adaptations that make sense for them. Second, it eliminates the accumulation of isolated, redundant, and non-uniform databases throughout the organization; every data solution throughout the entire enterprise can be provided within intertrac's unified, easily administered set of databases.

Customizing intertrac: If your needs require customization, it is possible to quickly tailor the product on every level. And with our proprietary CodeSync design, you will never lose any of your custom elements when upgrading to new releases! Each new intertrac release since 1994 has contained significant enhancements based on customer input, and the product enjoys a 100% success rate.

Automating your specific workflow: We can create a library of custom forms designed for the way you conduct business. Expense reports and purchase orders are simple, familiar examples that apply to any industry, but the possibilities for addressing more mission-critical workflow processes are endless. There is virtually no limit to the workflow that can be automated in this way, and the benefit of this automation can be tremendous.

As one customer put it, "It's been a godsend to us. In the first year alone, I can say that we've saved several hundred thousand dollars — and that's a conservative estimate."

What adaptations can non-technical people control?
In addition to powerful capabilities for the system administrator, intertrac offers customization capabilities to non-technical users:

  • User-Defined Keyword Lists — You can change existing keyword lists, as well as assign new values for almost all of the existing look-up and validation lists in intertrac. You can also add as many words to a table as necessary. These values, stored in keyword look-up lists, can be modified at any time.
  • User-Defined Preferences — The ability to shape intertrac to your exact needs filters all the way down to the individual user level. Each user has the capability to determine the way that intertrac functions for them. From choosing default settings and preferred views right down to how the system notifies you of outstanding activities, everything is within the user's control.
  • User-Defined Correspondence Templates — The Form Letter Library contains templates for both individual and mass correspondence. These templates can also consist of Microsoft Word-based templates. Appropriate managers can easily create new merge letters for their employees to use. After performing the merge, any user can further modify the contents of these documents before printing or sending.
  • User-Defined Groupings — All of intertrac's documents can be put into groups to suit any need, whether the need relates to user tasks or to facilitating management decisions. For example, Contacts can be grouped a variety of ways, using such fields as "Category," "Type," or even custom fields. A user-defined keyword list can be made available for any field.

For details, we encourage you to check out the "Solutions" section of our website.