Introduction to Settings in the CRM Module
Settings concerned with the contact and time management tools in Standard ERP are located in the CRM module. To edit a setting when you are using Windows or Mac OS X, use the [Switch Module] button in the Navigation Centre to enter the CRM module and then click the [Settings] button, also in the Navigation Centre. To edit a setting when you are using iOS or Android, ensure you are in the CRM module using the [Switch Module] button in the Navigation Centre. Select ‘Settings’ from the Tools menu (with ‘wrench’ icon). In both cases, the 'Settings' list will open, listing the settings to be found in the CRM module:
To edit a setting, double-click (Windows/Mac OS X) or tap (iOS/Android) the item that you need in the list.
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Please follow the links below for details about each setting:
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