Settings Module
This manual provides an overview of the entire "Settings" section located in the left navigation panel of the application. This module serves as the central administrative hub where you can configure and customize almost every aspect of your application's behavior, appearance, and data management.
Company Settings
This manual explains how to configure your company's basic information within the application...
Business Addres
Adding a New Address To add a new address to your profile or for a transaction, follow these ...
App Setting
Profile Settings
Profile
Profile Tab This tab contains the following configurable options: 1. Profile Picture Pur...
Emergency Contacts
Overview of the "Add New Emergency Contact" Fields The modal requires you to fill in the foll...
Documents
Overview of the "Add File" Fields The modal requires you to fill in the following information...
Notification Settings
Overview of Notification Settings Page This page lets you choose how you receive notification...
Slack
Overview of Slack Tab This tab controls which notifications are sent to Slack. 1. Status ...
Push Notification
Overview of Push Notification Tab This tab controls which events trigger a push notification....
Currency Settings
Overview of "Add New Currency" Fields The modal requires you to fill in various details for t...
Payment Credentials
Overview of Payment Credentials Page This page is structured with tabs, each representing a d...
Finance Settings
Invoice Setting
Overview of Invoice Settings Tab This tab contains various options for customizing your i...
Invoice Template
Overview of Invoice Template Tab This tab presents various pre-designed invoice templates for...
Prefix Settings
Overview of Prefix Settings Tab This tab allows you to customize the prefix, separator, and n...
Units
Overview of "Add Unit Type" Fields The modal contains one mandatory field to define the new u...
Quickbooks Settings
Overview of Quickbooks Settings Tab This tab provides the option to enable or disable the Qui...
Invoice Payment Details
Overview of "Add Payment Detail" Fields The modal contains two fields for defining the paymen...
Contract Settings
Overview of Contract Settings Page This page allows you to customize the prefix, separator, a...
Tax Settings
Overview of "Add Tax" Fields The modal contains two mandatory fields for defining the new tax...
Ticket Agents
Ticket Agents
Overview of "Add New Ticket Agent" Fields The modal contains two mandatory fields for assigni...
Ticket Groups
Overview of "Manage Groups" Fields The modal allows you to view existing groups and add new o...
Ticket Types
Overview of "Add New Ticket Type" Fields The modal contains one mandatory field for defining ...
Ticket Channel
Overview of "Add Ticket Channel" Fields The modal contains one mandatory field for defining t...
Reply Templates
Overview of Reply Templates Tab This tab displays a list of all your saved reply templates an...
Round Robin
Overview of Round Robin Tab This tab allows you to enable or disable the Round Robin ticket a...
Ticket Visibility Setting
Overview of Ticket Visibility Setting Tab This tab allows you to define the scope of ticket v...
Project Settings
Project Settings
Overview of Project Settings Tab This tab currently offers a single setting related to projec...
Project Status Setting
Overview of Project Status Settings Tab This tab displays a list of existing project statuses...
Project Category
Overview of Project Category Tab This tab displays a list of existing project categories and ...
Attendance Settings
Attendance Settings
Overview of Attendance Settings Tab This tab contains various checkboxes and fields to custom...
Employee Shifts
Overview of Employee Shifts Tab This tab displays a list of all configured employee shifts an...
Shift Rotation
Overview of Shift Rotation Tab This tab serves as the central hub for managing shift rotation...
QR Code
Overview of QR Code Tab This tab provides options to activate the QR code for attendance, vie...
Leaves Settings
Leaves Type Settings
Overview of Leave Types Settings Tab This tab displays a list of all configured leave types a...
Leaves General Settings
Overview of Leaves General Settings Tab This tab contains options for leave counting methods ...
Archived Leaves Type Tab
Overview of Archived Leaves Type Tab This tab displays a list of all leave types that have be...
Custom Fields
Overview of Custom Fields Page This page displays the modules for which custom fields have be...
Roles & Permissions
Overview of Roles & Permissions Page This page displays a list of predefined and custom user ...
Message Settings
Overview of Message Settings Page This page provides options to control chat permissions and ...
Lead Setting
Lead Source
Overview of Lead Source Tab This tab displays a list of all configured lead sources and provi...
Pipeline
Overview of Pipeline Tab This tab allows you to view existing pipelines, add new ones, and de...
Deal Agent
Overview of Deal Agent Tab This tab displays a list of users designated as deal agents and pro...
Deal Category
Overview of Deal Category Tab This tab displays a list of all configured deal categories and ...
Round Robin
Overview of Round Robin Tab This tab allows you to enable or disable the Round Robin lead ass...
Time Log Settings
Overview of Time Log Settings Page This page provides various toggle switches to control the ...
Task Settings
Overview of Task Settings Page This page provides detailed options for customizing task remin...
Security Settings
Overview of Security Settings Page This page focuses on enabling Two-Factor Authentication (2...
Theme Settings
This manual explains how to customize the visual appearance and branding of your application. Thi...
Module Settings
Module Settings - Admin Tab User Manual This manual explains how to configure the visibility ...
Google Calendar Settings
Google Calendar Settings User Manual This manual explains how to configure the integration wi...
Custom Link Settings
Custom Link Settings User Manual This manual explains how to manage and create custom links w...