User Tools

Site Tools


general_account_settings

Differences

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

Link to this comparison view

Both sides previous revisionPrevious revision
Next revision
Previous revision
general_account_settings [2021/08/19 10:36] darrylgeneral_account_settings [2023/06/21 13:19] (current) – external edit 127.0.0.1
Line 1: Line 1:
 ====== 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 accountThese Include enabling and disabling Signature capturetoggling the call status screen etc..+The General Account Settings page contains three settings which are user-specificTo access thisclick your Username on the top-right and choose Account Settings. 
 + 
 +{{ ::account_settings_dropdown.png?nolink |}} 
 + 
 +When the Account Settings Sidebar opens, the general account settings will open by default.
  
 {{ :general_account_settings.png?600 |}} {{ :general_account_settings.png?600 |}}
  
-==== 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 the engineer to give their signature at the end of the report.+  * **Enable Signature Capture** 
 +      * This allows the user to view and add Signatures to [[Field Report|Field Reports]] using the Online version.
  
-{{ :general_account_settings.png?600 |}}+  * **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 |}}
  
  
general_account_settings.1629369415.txt.gz · Last modified: (external edit)

Donate Powered by PHP Valid HTML5 Valid CSS Driven by DokuWiki