Studio

Studio is where an owner or manager fits Kluvan to the way the organisation works: your own fields on customers, invoices, projects, work orders and other records; which fields each role sees; your own statuses; approval limits for discounts, quotes, purchases and write-offs; the look of your invoices and quotes; and saved views of a list. Every change is a draft that you preview, publish and can undo, and every change is written to the change history.

Studio works across the apps: custom fields appear on the records of CRM, Books, Projects, Inventory, Procurement, HR, Fixed assets, Contracts, Field jobs and Collections, and approval limits are enforced inside Books, Procurement and Collections. In the menu, Studio also holds Forms and Analytics under Forms and reports. Studio is in every paid plan; managing it needs the right Manage Studio (fields, layouts, statuses, rules, templates).

Start with Add a custom field, or see who can manage Studio.

• Add a custom fieldAdd your own field to customers, invoices, projects, work orders and other records, choose who sees and edits it, and publish it.
• Arrange fields per roleGroup custom fields into sections, put them in order, and hide fields and optional standard fields that a role does not need.
• Rename statuses and add your ownRename and reorder the statuses of deals, projects, work orders, tickets, agreements and collection cases, and add statuses with a category.
• Set an approval limit and test itMake discounts, quote totals, purchases and write-offs above your limit wait for the right person, and test the rule on a sample amount.
• Change a document templateChoose the layout, logo, accent colour, languages, parts, custom fields, header line and terms of your invoices, quotes and credit notes.
• Save a view of a listKeep a list's filters, columns, sort and grouping as a saved view, share it with the team, and make it a role's default.
• Publish a change or go back to a versionEvery Studio change is a draft until you publish it. See the versions and the change history, and go back to an earlier version.
• Choose who can manage StudioGive a team member the right to change fields, layouts, statuses, approval limits and templates, and see what everyone else can do in Studio.