General Preferences Flashcards

1
Q

General Preferences - Main Section and Subtabs

A

Main
Overriding Preferences (a list of options to allow users to make their own selections from Set Preferences)
Languages (add a new language to translate transactions pdfs and website for then - customer can have a preferred language where they can see their transactions in that language)
Centres ( for logging out landing page)
Custom Preferences (various add-ons and scripting preferences)
Accounting Contexts (you need to add this here first to be able

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
2
Q

General Preferences - Main Section

A
most are from set preferences but in addition:
SHOW DISPLAY NAME WITH ITEM CODES
Password policy
COMPANY LOGO FOLDER 
DEFAULT ROLE FOR NEW CUSTOMERS
CUSTOMER CENTER LOGIN PAGE
CUSTOMER CENTER WELCOME MESSAGE *
DELAY LOADING OF SUBLISTS
SHOW LIST WHEN ONLY ONE RESULT
Default Customers/Lead/Vendor/Partner/
ALLOW SUBSIDIARY HIERARCHY TO BE MODIFIED [MAX: 30 DAYS]
 SHOW TRANSACTION NUMBERING SETUP
 EMAIL EMPLOYEE ON APPROVALS
 AUTO NAME CUSTOMERS
SHOW INDIVIDUALS AS CONTACTS
PREFERRED SUBCUSTOMER FORM
How well did you know this?
1
Not at all
2
3
4
5
Perfectly