general_account_settings
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general_account_settings [2021/08/19 09:07] – [General Account Settings] gareth | general_account_settings [2023/06/21 13:19] (current) – external edit 127.0.0.1 | ||
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+ | ====== General Account Settings ====== | ||
+ | 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. | ||
- | ==== Enable Signature Capture ==== | + | {{ :: |
- | The " | + | When the Account Settings Sidebar opens, |
{{ : | {{ : | ||
+ | |||
+ | Within this tab, you have three settings: | ||
+ | |||
+ | * **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' | ||
+ | |||
+ | * **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. | ||
+ | |||
+ | {{ : | ||
general_account_settings.1629364020.txt.gz · Last modified: by gareth