general_account_settings
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general_account_settings [2021/08/19 09:06] – [Enable Signature Capture] gareth | general_account_settings [2023/06/21 13:19] (current) – external edit 127.0.0.1 | ||
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+ | ====== General Account Settings ====== | ||
- | ===== General Account Settings | + | The General Account Settings |
- | The General | + | {{ :: |
+ | |||
+ | When the Account Settings | ||
{{ : | {{ : | ||
- | ---- | + | Within this tab, you have three settings: |
- | ==== Enable Signature Capture | + | * **Enable Signature Capture** |
+ | * This allows the user to view and add Signatures to [[Field Report|Field Reports]] using the Online version. | ||
- | The " | + | * **Filter Call Type Codes (Call Add)** |
+ | * This will only show the [[Call Type|Call Types]] that a [[Customer|Customer' | ||
- | {{ :general_account_settings.png?600 |}} | + | * **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 |}} | ||
general_account_settings.1629364012.txt.gz · Last modified: by gareth