Customising your client interface

RefTracker manages your questions, requests, projects, offers, or whatever else you want to call them.  And similarly you might call your end users clients, requesters, patrons, customers, etc.  Whatever you call these things, your terminology can be reflected in RefTracker.  Just contact your RefTracker support representative and let them know what you want to call your requests and requesters and we will make the change by changing the Request (system name Question) and/or Requester (system name Client) table names (in Code tables>System>Database tables).  The effect of this change is to change what is inserted wherever the {question}  or {client} variables are used throughout RefTracker – for example “Check existing {question}” can become “Check existing question”, “Check existing request”, “Check existing project”, “Check existing offer”, etc. according to the change you make here.

A number of aspects of the client interface can be easily changed via parameters and files.  The following pages describe how easily that can be done.