General Settings

In the General Settings, you can control configuration items Configuration Items are backend system settings that can adjust parameters such as session idle logout times, password expirations, and GPS tracking frequencies, among others. Only advanced users should make changes to these settings., holidays Holiday Groups are collections of holidays. If holiday work is factored into customer billing, they will need to be set up first., teams Teams are used for assigning objects such as Cases or Work Orders. Team’s may be either common or personal. Every Employee should be associated to a personal Team., status codes Status Codes are associated to objects such as Cases, Work Orders, Sites, Contacts, etc. Default Status Codes will be created during system initialization, but they may be updated or changed in this settings form., system lists System Lists are used to populate drop down lists. Default values for the drop down lists will be added during system initialization, but they can be added, removed, or updated in this settings form. , timeslot groups Timeslots are used when calculating Employee availability for dispatching Work Orders. At least one Timeslot Group should be created for certain dispatching features to work properly. and working hours Working Hours are used to establish Site business hours as well as an Employee’s normal working hours. When invoicing Cases, regular rates will be applied based on associated Working Hours..