Related Articles
Upload Address Book
You can upload changes to the address book using the [ UPLOAD ICON ] in the left-hand menu. This allows you to make changes to the address book from other sources that can export their data. Or quickly make new entries in the address book quickly. ...
Notification Settings
Notifications are messages that are sent to external parties by the system. The following general settings can be configured: Logo use in the notification header Sign off salutation Footer For each notification you can set the content that is ...
Address Book Documents
You can attach documents to an organization. You attach a document to an organization by selecting the organization the document should be attached to, then drag the document onto the page. You will then be presented with a dialog box to select the ...
Quotes Editing Instructions
To edit the instructions of a quote: Click on the on the INSTRUCTIONS tab Select the option Below is the new quote properties dialog. For each party the management functions are the same. Click the icon to use the address book to select the: ...
Default Settings
Set the home country for you organisation, this is used as the default country for pick lists. Here you can set the default units of measurement used in the system. You can also turn on audit logging here. Here you can configure how the references ...