The "Firm settings" section is the central place for every parameter of your factory in CRM: from currency and units to e-mail texts and blocks visible to the customer. Parameters are grouped into folders; each row has its own value and description, and only an employee with the appropriate access right can change them.
Firm settings is the CRM section that stores parameters affecting the whole factory: currency, units of measure, e-mail texts, document blocks, access rights. These are the general rules CRM follows when processing order…
ReadEvery parameter in the "Firm settings" section is edited directly in the table — changes are saved automatically. The way you edit it depends on the value type: numbers and text are typed into the field, checkboxes are t…
Read