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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.
 +
 +{{ ::account_settings_dropdown.png?nolink |}}
 +
 +When the Account Settings Sidebar opens, the general account settings will open by default.
 +
 +{{ :general_account_settings.png?600 |}}
 +
 +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'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.1635934639.txt.gz · Last modified: (external edit)

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