Feature Deep Dive – Unmatched Customization & Integration
TVI Flexibility, Customization & Integration — Key advantages
- Endless Customization Without Chaos: Add fields/categories/tags/labels, statuses, and validations that match how you operate.
- Secure Third-Party Linkage: Connect external applications through protected API endpoints and event webhooks with precise data control.
- Automate Work: Trigger downstream processes on sale, receipt, invoice, adjustment, membership renewal, and more.
- Stay Consistent: TVI remains the system of record so every external connection reads from the same source of truth.
TVI grows with your needs: small businesses can easily customize categories and workflows, while enterprises can leverage advanced API and integration capabilities
Unmatched Flexibility &
Customization Options To Fit Your Unique Workflow
User-Defined Fields/Categories/Tags & Workflow Tailoring
Capture the exact data your business depends on. Every organization has details that fall outside standard fields. TVI lets you create and organize them in ways that make sense to you. Add custom fields, define statuses, and require approvals where risk is highest—without bolting on extra tools. TableViews Integrated is designed to work with your workflow, not the other way around.
- Unlimited Custom Fields: Add text, numeric, date, or dropdown fields to modules like contacts, inventory, or projects, jobs/tickets and financial docs. Track specialized details like warranty expiry, client service level, or internal KPIs (Key Performace Indicators).
- Unlimited Categories/Tags: Segment data for reporting, automation, or communication (e.g., VIP Customers, Wholesale Vendors, Membership Tier A).
- Flexible Structure: Adapt without coding, ensuring TVI always mirrors how your business actually operates.
- Validation Rules: Required fields, formats, and ranges prevent bad data at entry.
- Status Models: Map your lifecycle (e.g., Draft → Awaiting Approval → Posted).
- Conditional Behaviors: Show/hide fields and trigger tasks based on values.
- Approvals Where It Matters: Permissioned sign-offs for adjustments, write-offs, vendor bills.
Menu-Driven Interface for Reports & Scripts
Streamline business operations and generate actionable insights—no coding experience required. TVI’s intuitive, menu-driven interface empowers business users to customize workflows, automate repetitive tasks, and build sophisticated reporting solutions through built-in configuration tools. Transform your team into power users who can adapt the system to evolving business needs without waiting for technical support or expensive consultants.
- Custom Business Reports: Build comprehensive reports across all modules with your chosen fields, filters, sorting, and professional layouts. Analyze KPIs, track performance metrics, and generate executive dashboards specific to your industry and business goals.
- Workflow Automation Scripts: Automate complex business processes like discount assignment, customer communications, inventory reorder triggers, staff scheduling alerts, and multi-step approval workflows—all through simple menu selections.
- Self-Service Analytics: Empower department managers and power-users to create their own insights, modify existing reports, and optimize daily operations without depending on IT resources or external support.
- Integration Extensions: Connect TVI with third-party applications, payment processors, or specialized tools using built-in connectors, webhooks, or API management through intuitive, user-friendly configuration screens.
- Business Rule Engine: Set up conditional logic, automated calculations, and dynamic pricing rules that respond to real-time business conditions and customer behavior patterns.
- Role-Based Customization: Tailor user interfaces, available features, and data access permissions to match specific job roles and responsibilities across your organization.
API Endpoints — Read/Write Across Core Objects
Access the data that runs your business—items, on-hand, POs, receipts, tickets, invoices, bills, contacts, memberships, and more. Endpoints are designed for clarity and consistency so your team spends time building value, not deciphering payloads.
- Core Coverage: Items/SKUs, price lists, stock levels, purchase orders, receipts, tickets/sales, returns, invoices, bills, payments, contacts, memberships.
- Predictable Patterns: Consistent resource naming, filters, pagination, and sorting.
- Selective Writes: Update just the fields you need; preserve audit trails automatically.
- Time-BoundQueries: Pull changes by updated_at windows for incremental syncs.
- Safe Imports: Create and update in batches with validation feedback.
Webhooks — Real-Time Event Delivery
React instantly to what’s happening in TVI. Webhooks notify your apps when specific events occur—so you can update e-commerce availability, push receipts to a DWH (Data Warehouse), or kick off marketing and service workflows in real time.
- Event Coverage Examples: sale.created, return.created, inventory.adjusted, po.received, invoice.posted, bill.posted, payment.applied, membership.renewed, and more.
- Reliable Delivery: Retries with exponential backoff; signed requests for verification.
- Granular Subscriptions: Register only the events you need by location or object type.
- Minimal Payloads, Rich Lookups: Receive IDs + essential fields; fetch full detail via API as needed.
Integration Patterns & Common Use Cases
Start fast with proven patterns that keep TVI the system of record while your other tools get the data they need.
- E-commerce Sync: Push online orders into TVI; pull stock and price from TVI to the storefront.
- Marketing Automation: Subscribe to sale.created and membership.renewed to trigger segmented campaigns.
- BI/Data Warehouse: Nightly pull of sales, COGS, AR/AP, on-hand into a warehouse for dashboards.
- Service & RMA (Return Merchandise Authorization): Use serial validations, create tickets, and track vendor returns end-to-end.
- Procurement Automation: Generate POs from min/max and lead times; post receipts back to AP.
Security, Authentication & Governance
Integrations only add value when they’re safe. TVI’s integration layer includes scoped access, signed webhooks, audit trails, and role-based permissions so you can build confidently.
- Scoped Credentials: Grant least-privilege access per integration.
- Signed Webhook Requests: Verify origin before processing.
- Comprehensive Audit Logs: Who did what, when, and from where.
- Rate Limits That Protect Availability: Fair-use rules with clear error responses.
- Data Residency & Retention Controls: Align exports with policy requirements.
Reporting, Exports & Business Intelligence
Feed analytics while keeping TVI as the system of record. Use exports, API endpoints, and webhooks to populate your dashboards with P&L, margin, turns, aging, AR/AP, and more—grounded in live operations.
- Incremental Pulls: Query by updated_at windows for efficient pipelines.
- Denormalized Exports (optional): Purpose-built CSVs for common dashboards.
- Source Data Tracking: Maintain TVI record IDs in your data warehouse for reliable source-of-truth verification.
- Hybrid Approach: Combine nightly ELT (Extract, Load, Transform) with real-time webhooks for freshness where it counts.
Infinite Adaptability and Extensibility
When your needs go beyond configuration, TVI is ready. The system supports custom modules and integrations that plug directly into the core.
- Custom Modules: Develop specialized features (e.g., advanced scheduling, manufacturing processes, or loyalty programs).
- Custom Business Logic: Define complex workflows or calculations that match your processes.
- Third-Party Integrations: Build custom bridges between TVI and external systems.
- Future-Proof: Extend and evolve TVI as your business grows more complex.
Wondering how TVI adapts to your specific business requirements? Here are the customization questions we hear most often
Frequently Asked Questions About TVI Customization
Businesses choose TVI when they need flexibility without fragmentation in a fully integrated business management solution. What they report most:
What Our Clients Say About TVI's Customization & Flexibility
“ I can extend it infinitely to suit my needs. So far, there hasn’t been anything it can’t do.”
“ We kept some old legacy tools, but TVI is the source everything reads from.”
“ Webhooks and API data gave marketing real attribution for the first time.”
“ Custom fields and approvals let us enforce our process—no more messy workarounds.”
