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Various aspects of the system can be configured to suit your particular company.
Examples shown below includes:
- Setting how Customer Ref #s are generated,
- Upload the Company Logo,
- Configure your Chart of Accounts.
Configuration settings can be found via the Explorer. Select Setup→Configuration to display a list of configurable documents.
Click on the link to configure the associated Document (shown below).
Configuration directly from a Document
Only applicable to some Documents.
From the Action Bar, select ‘Configure’.
This will take you to the Configuration Page for that document. (see below)
The Customisation facility allows you to add custom Fields, Sections and Tabs to virtually any Document, specific to your company’s requirements.
For example, a Date Of Birth field to the Customer Document, or ‘How Did you find us?’ drop-down list on the Prospect Document, etc.
Also Read About
Configuring Company Info
Configuring Sales Opportunities
Configuring Transactional Documents
Configuring Company Security
Configuring Classification Types
Adding Custom Sections
Adding Custom Tabs