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--- general_system_settings [2021/08/19 10:36] – darryl
+++ general_system_settings [2023/06/21 11:35] (current) – external edit 127.0.0.1
@@ Line 1: / Line 1: @@
-====== System Settings ======
+====== General System Settings ======
+The General System Settings page is used to control options which affect all users. To access this, click your Username on the top-right and choose System Settings.
+{{ :system_settings.png?nolink&200 |}}
-System Settings affect all users:
+When the System Settings Sidebar opens the general system settings will open by default. If you are on a different settings page, they can be accessed by clicking "General".
-{{ :settings_system_settings.png?200 |}}
+{{ :settings_general.png?500 |}}
-  * General Settings allows you to set up the Call Reference Flag and Custom Code
+Each setting is detailed below:
-{{ :settings_general.png?600 |}}
+^ Setting Name ^ Description ^
+|Call Reference Flag Description|The name/description which appears against an optional tickbox on the Call screen|
+|[[Custom Code]] Label|The name/description which appears against an optional dropdown on the Call screen|
+|Call Custom Field 1 Text|The name/description which appears against an additional text field on the Call screen|
+|Call Custom Field 2 Text|The name/description which appears against an additional text field on the Call screen|
+|Make Custom Code Mandatory|Make the Custom Code field mandatory within the Call/Field Report screens|
+|Ignore Cover Times for Call Add|Response/Fix times work in real-time, not working time|
+|Log Call Status Changes|Any changes to Call Status are recorded in the database|
+|Attachments in Database|Store attachments within the database|
+|Disable Change Log|Disable the background log that records all changes and actions within the system|
-  * View Licence lets you view the Licence for Call2Field, the users you have assigned on the system as well as the Modules you have access to
+When you have made all the changed that you need to make, click the save button to save the changes.
-{{ :seetings_view_license.png?600 |}}
-  * Logged In Users Displays every user that is logged into the system, it also shows you their IP address and when their session expires
-{{ :settings_logged_in_users.png?600 |}}
-  * Call Note Logging allows you to choose which actions are auto-saved as Call Notes.
-{{ :settings_call_note_logging.png?600 |}}
-  * Mobile Settings affect the Mobile version of the software, allowing you to make changes such as hiding prices etc.
-{{ :settings_mobile_settings.png?600 |}}
-  * Accounting Settings allows you to select your Accounts software and configure it for use with Call2Field (e.g. Xero, Sage etc).
-{{ :settings_system_settings_accounts.png?600 |}}
-  * System Email is where you'll input your SMTP info in order to send Emails directly from Call2Field
-{{ :settings_system_email.png?600 |}}
-  * Portal Users shows you all the users that have been set up for the Customer Portal
-{{ :settings_portal_users.png?600 |}}
-  * Portal Email works the same as the System Email does, the main difference being that you'll need to input a recipient email as well.
-{{ :settings_portal_email.png?600 |}}
-  * Sales Settings
-''Insert Image''
-  * Customise Mobile Allows you to modify the appearance the Mobile version, essentially personalising it to your Business
-{{ :settings_customise_mobile.png?600 |}}
-  * Customise Portal lets you edit the appearance of the customer portal Such as the company name or Home page Message
-{{ :settings_customise_portal.png?600 |}}
+{{ :save_settings.png?200 |}}
 ----