GENERAL SET UP INFORMATION
STAGE 1 - SET UP
STAGE 2 - SET UP
STAGE 3 - SET UP
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STANDARD SETTINGS & OPTIONS

Throughout the system you will come across some standard setting options.

In lists, the Order specifies where the item is placed. Use increments of 10 initially, so you have space for potential additions you may want to place in between existing ones, without having to renumber the list.

The numbers in Input Fields, Modify Fields, View Access Levels, Modify Access Level represent the minimum user access level required to perform the specific task.

Active basically switches the item on (Y) or off (N)

Example: Setting the Lead Type Order defines the way the drop-down is presented.

 Available Access Levels in the Staff form.
You find more details on Staff in the next lesson.

Features described that are not in your system

You may come across lessons that describe options that are not visible in your system. 

This can have several reasons:

  • The feature is not part of the packages you purchased
  • The feature has not been activated in Admin/Extra/Config

If you find a purchased feature missing, please contact us and it can be switched on right away.