Ready-to-go solutions, free to use and yours to change

Quick Button

Put buttons on your forms to trigger formulas

Add buttons to a form so a user can trigger a North52 formula from where they are already working. Quicker than editing ribbon XML, and the button can sit somewhere prominent rather than wherever the ribbon allows. The solution is two web resources: one you put on the form, one for styling.

What people use it for

• Sync addresses between an account and its child contacts
• Call a workflow or global action to carry out a business process
• Create a follow-up task based on opportunity line items
• Run a formula to approve an expense item
• Open a new record form with fields already populated

Worked example: generate weekly tasks →

Quick Tile

Show KPIs, alerts and next best actions on your forms

Add tiles to a form to surface what matters about the record in front of you: a KPI, an alert, the next action, or a snippet of information that would otherwise take a click to find. One web resource, placed on the form. The tiles work in the mobile apps too.

What people use it for

• Show outstanding invoices
• Highlight a case that is out of SLA
• Show the most recent phone call, email or appointment
• Show a contact's local time, coloured green or red for whether it is a reasonable hour to call

Sample tiles and how to set them up →

Quick Ribbon

Trigger formulas from the navigation ribbon

Call a North52 formula from the ribbon, on a form or on a list view. One web resource, referenced from your ribbon configuration. Useful when the action belongs with the record commands rather than in the middle of a form.

What people use it for

• Run a formula on a single record from the form ribbon, cloning a quote for example
• Run a formula against several records at once from the list view ribbon
• Use a formula to decide whether a ribbon button is enabled