general_account_settings
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| general_account_settings [2021/08/19 10:36] – darryl | 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 ====== | ||
| - | In the account settings tab there is a section called "General", here is where you can make simple changes to your user account. These Include enabling and disabling Signature capture, toggling | + | The General |
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| + | When the Account Settings Sidebar opens, the general account settings will open by default. | ||
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| - | ==== Enable Signature Capture ==== | + | Within this tab, you have three settings: |
| - | The "Enable Signature Capture" option will toggle whether or not a field report for a call will require | + | * **Enable Signature Capture** |
| + | * This allows | ||
| - | {{ :general_account_settings.png?600 |}} | + | * **Filter Call Type Codes (Call Add)** |
| + | * This will only show the [[Call Type|Call Types]] that a [[Customer|Customer' | ||
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| + | * **Enable Call Status Screen** | ||
| + | * This will toggle on/off the pop-up information window that appears mid-way through adding a [[Call]] | ||
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| + | When you have made all the changed that you need to make, click the save button to save the changes. | ||
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| + | {{ :save_settings.png?200 |}} | ||
general_account_settings.1629369415.txt.gz · Last modified: (external edit)
