Differences

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

--- general_account_settings [2021/11/03 10:16] – [General Account Settings] darryl
+++ general_account_settings [2023/06/21 13:19] (current) – external edit 127.0.0.1
@@ Line 1: / Line 1: @@
 ====== General Account Settings ======
-The General Account Settings page contains three settings which are user-specific. This screen can be opened by clicking your username on the top-right corner and choosing 'Account Settings'. This will open the 'General' tab.
+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.
+{{ ::account_settings_dropdown.png?nolink |}}
+When the Account Settings Sidebar opens, the general account settings will open by default.
 {{ :general_account_settings.png?600 |}}
@@ Line 7: / Line 11: @@
 Within this tab, you have three settings:
-  * Enable Signature Capture
+  * **Enable Signature Capture**
-      * Enable Signature Capture allows the user to view and add Signatures to Field Reports using the Online version.
+      * This allows the user to view and add Signatures to [[Field Report|Field Reports]] using the Online version.
-  * Filter Call Type Codes (Call Add)
-  * Enable Call Status Screen
+  * **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]]
-==== Enable Signature Capture ====
+When you have made all the changed that you need to make, click the save button to save the changes.
-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.
+{{ :save_settings.png?200 |}}
-{{ :general_account_settings.png?600 |}}