Differences

This shows you the differences between two versions of the page.

--- general_account_settings [2021/08/19 08:31] – [Codes] gareth
+++ general_account_settings [2023/06/21 13:19] (current) – external edit 127.0.0.1
@@ Line 1: / Line 1: @@
-===== Settings =====
+====== General Account Settings ======
-Settings within Call2Field are stored under two Settings menus, which can both be accessed by clicking the Username on the top-right of the screen. This will then list both the Account Settings and System Settings options.
+The General Account Settings page contains three settings which are user-specific. To access this, click your Username on the top-right and choose Account Settings.
-{{ :settings_pop_up.png?200 |}}
+{{ ::account_settings_dropdown.png?nolink |}}
-----
+When the Account Settings Sidebar opens, the general account settings will open by default.
-==== Account Settings ====
+{{ :general_account_settings.png?600 |}}
-Account Settings
+Within this tab, you have three settings:
-Account Settings is broken down into multiple sub-sections, detailed below:
-  * General Settings contains the option to enable/view the Signatures on the Field Report screen. You can also choose whether you wish to filter the Call Types available on Call Add to only show those available under that Contract.
-  * SMS Settings allows you to enable the SMS feature to text jobs to Engineers. Once this has been enabled you can enter the details of your SMS provider as long as they are one which Call2Field can link with.
-  * Postcode Lookup, similar to the SMS setting allows you to enable the Postcode Finder in Call2Field, providing your supplier is one which Call2Field links with.
-  * SMTP Setup allows you to enter your SMTP details for using emails with Call2Field.
-  * Security allows you to change your current password.
-{{ :settings_accounts.png?600 |}}
+  * **Enable Signature Capture**
+      * This allows the user to view and add Signatures to [[Field Report|Field Reports]] using the Online version.
-----
+  * **Filter Call Type Codes (Call Add)**
+      * This will only show the [[Call Type|Call Types]] that a [[Customer|Customer's]] [[Contract]] has charges set up for.
+  * **Enable Call Status Screen**
+      * This will toggle on/off the pop-up information window that appears mid-way through adding a [[Call]]
+When you have made all the changed that you need to make, click the save button to save the changes.
+{{ :save_settings.png?200 |}}