Items & Stock Control General Settings
Configuration > Items & Stock Control > General Settings Related Guides: Issuing Products Stock Control Field Type Description Track Stock Levels Checkbox Determines whether or not the stock tracking functionality is enabled. Allow Purchase Order stock to be received when not tracking stock Checkbox Allows receival of stock on a purchase order without stock checks […]
Asset Management General Settings
Configuration > Asset Management > General Settings Related Guides: Asset Management General Settings Field Type Description Label for the Assets area Text Enter the label here that you would like to be used for the assets area/module. This will only take affect once you have logged out and back in. Asset Tag must be unique […]
Mailbox Setup
Configuration > Email > Mailbox Setup Related Guides: Google Mail Setup (Setting up Google Application) Office 365/Azure Mailbox Setup Table View Field Type Description Name Header The name of the Mailbox, as it appears in lists. Server Header The type of Mailbox this is, i.e. how / where it is hosted. Username Header The Username […]
Billing General Settings
Configuration > Billing > General Settings CSV Templates Field Type Description Enable CSV Invoices Checkbox Allows invoices to be exported to CSV with columns that are defined in this area of configuration. Enabling this will display invoices within a modifiable date range to make it easier to trim down the list of invoices to export. […]
Knowledge Base
Configuration > Knowledge Base Related Guides: Knowledge Base Articles Field Type Description Enable Article versioning Checkbox When selected, there will be a new action button at the top of articles called "New Version". If a new version is created, there will be a drop down at the top of the new article (which will be […]
Self Service Portal
Configuration > Self Service Portal Related Guides: Self Service Portal Field Type Description Web portal URL Free Text (Read-Only) This will be the URL of your Self-Service Portal. You are not able to edit this manually if you are hosted with us in the Cloud, however you are able to contact us and we can […]
Site Contact Types
Configuration > Users > Site Contact Types Related Guides: Site Contacts Details Field Type Description Sequence Integer Sets the order the values will show in lists and dropdowns. Name Free Text The name of the Site Contact Type which will display in lists and details tabs.
Appointment Types
Configuration > Calendars & Appointments > Appointment Types Related Guides: Appointments Calendars and Appointments Field Type Description Sequence Integer Defaults to null to follow the OOTB order. If set, the "Appointment Type" dropdown will follow the order set here – smallest number to largest. Name Free Text Name of the Appointment Type Override Calendar Color […]
Departments
Configuration > Organisations > Configure Organisation > Departments Related Guides: Departments Top Bar Field Type Description Edit Button Enables edit mode, and saves changes made. Change Logo Button Opens up a menu for uploading an image to use as a Logo for the Organisation. Departments (All Tabs) *When Editing A Created Department* Field Type Description […]
Service Level Agreements
Configuration > Service Level Agreements > Service Level Agreements Related Guides: Service Level Agreements (SLAs) Details Field Type Description Service Level Agreement Name Free Text This will be the name of the SLA as it appears elsewhere throughout the system. Work Hours Single Select The work hours selected here will be used to determine the […]