Applications › Configuration
Use Configuration to access company-related settings and save updates to a configuration record.
What You Can Do Here
- Companies opens company-related configuration.
- Save saves changes made to the configuration record.
- Tickets opens related tickets.
- Attach adds an attachment to the record.
- Ok confirms the current action.
- Dashboard opens the Dashboard.
- Reports opens reporting options.
- My Desk opens your personal workspace.
- Sales opens the Sales area.
- PM opens the project management area.
- Purchasing opens the Purchasing area.
- Warehouse opens the Warehouse area.
First Session: Review and Save Company Configuration
- In Applications, select Configuration.
- Open the configuration record you need to review.
- Select Companies to open the company-related configuration.
- Review or update the available settings as required.
- Select Save.
What Success Looks Like
The configuration record remains available with your saved company configuration changes.
Next Steps
- Select Sales to continue with sales operations.
- Select PM to work with project management activities.
- Select Purchasing or Warehouse to continue with purchasing and inventory operations.
- Select Dashboard, Reports, or My Desk to review operational information and your work.
Related pages
- Configuration — Overview
- Dashboard Settings
- Configuration — Learning Path
- Departments
- Item Categories
- Reactivationreasons
- Default Layouts
- Features
- Home
- Plans
- Reports Settings
- Serial Combinations
- Subscriber
- Subscription Invoices
- Warehouse
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