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John Cardinal
2022-11-08 20:16:43 +00:00
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docs/8.0/ayanova/docs/tour-bootstrap-evaluate.md
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@@ -68,6 +68,12 @@ There's not much that AyaNova _doesn't_ do at this point but sometimes it's not
Here we list in order what we think is the quickest way to get to know what AyaNova offers with the least amount of time spent:
#### Changes from older versions of AyaNova
If AyaNova is completely new to you, you can skip this step.
If you are familiar with older versions of AyaNova and are considering upgrading to AyaNova 8 we have a [Changes from AyaNova 7](ay-start-changes-from-v7.md) section in the manual just for you. Please review that information before proceeding with this guide.
#### Get the big picture
We recommend first taking a look at the "Big picture" features are listed on our [home page](https://ayanova.com/).
@@ -141,8 +147,7 @@ Once you have access to AyaNova and some sample data generated to play with we r
We have several guided tours in the Business admin section about customization including [adding custom fields to forms](tour-bizadmin-form-custom-fields.md), [hiding un-needed form fields](tour-bizadmin-form-remove-fields.md), [changing the displayed text](tour-bizadmin-form-custom-translation.md) and more.
In addition all the Report templates in AyaNova can be customized and new ones created using the built in [report template editor](ay-report-edit.md).
We recommend looking through the reports you might use in your business and [make or plan for any changes](adm-report-templates.md#how-to-modify-report-templates) required if the stock report templates don't meet your needs as they are. We suggest making a duplicate copy of any stock report templates you want to modify first and then working with the duplicate so that you always have the original for reference. If you prefer to have report templates modified or created for you, we may be able to provide that service for a fee, contact AyaNova support for details and a quotation.
We recommend looking through the reports you might use in your business and [make or plan for any changes](adm-report-templates.md#how-to-modify-report-templates) required if the stock report templates don't meet your needs as they are. We suggest making a duplicate copy of any stock report templates you want to modify first and then working with the duplicate so that you always have the original for reference. If you prefer to have report templates modified or created for you, we may be able to provide that service for a fee, contact AyaNova support for details and a quotation.
Be **careful** not to customize too much too early in the evaluation process; be sure you and your potential staff who would be using AyaNova have a basic familiarity with AyaNova's stock forms and features first before customizing. If you start renaming fields or dropping them (for example) it can be hard to match up what is written in the documentation with what they are seeing in the program. It's possible to customize and remove entire sections of the Work order form (for example) but it may turn out that some of those would be useful so it's best to get a good idea what's in there before making too many changes early on.