System Settings affect all users:

• General Settings allows you to set up the Call Reference Flag and Custom Code

• Logged In Users Displays every user that is logged into the system, it also shows you their IP address and when their session expires

• Call Note Logging allows you to choose which actions are auto-saved as Call Notes.

• Mobile Settings affect the Mobile version of the software, allowing you to make changes such as hiding prices etc.

• Accounting Settings allows you to select your Accounts software and configure it for use with Call2Field (e.g. Xero, Sage etc).

• System Email is where you'll input your SMTP info in order to send Emails directly from Call2Field

• Portal Users shows you all the users that have been set up for the Customer Portal

• 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.

• Sales Settings

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• Customise Mobile Allows you to modify the appearance the Mobile version, essentially personalising it to your Business

• Customise Portal lets you edit the appearance of the customer portal Such as the company name or Home page Message