Customizable Forms

You can add an unlimited number of custom fields to the Matter, Contact, Todo and Event forms. 

Supported field types are Entry, Date, Memo, Line, Number, Multi-select, Text, Title, Select, Dropdown, Yes/No and more. 

You can apply rules such as read-only, hidden, or required. Fields can have a tooltip and default value assigned. 

You can optionally limit the access of the fields you create to only those staff who are members of a particular group making securing your custom data easy. 

You can optionally assign triggers to the fields you create making adding your custom data to workflow a breeze.

Ad-hoc Reports

Reports are vital to any business. In addition to the Business Intelligence Reports (BIRT Reports) included in HoudiniEsq, you can use the free BIRT report designer to build custom reports of any complexity. If simplicity is your preferred route HoudiniEsq ad-hoc reports can give you insight into your business and data. Create your very own basic reports in minutes. You can create Tabular, Pivot, Bar Charts, Line Charts, Radar Charts and more.