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7. Global Settings
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6.7.13 Category: Main
- Info
- Navigation
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- Introduction
- eWay-CRM Account Sign up
- Installation
- eWay-CRM Desktop
- eWay-CRM Online
- eWay-CRM Mobile
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Admin Center
- Administration Center Introduction
- 1. Users and Permissions
- 2. Customizations
- 3. Billing
- 4. Updates
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Old Administration Settings
- 1. Users
- 2. Groups
- 3. Module Permissions
- 4. Column Permissions
- 5. Updates
- 6. Features
-
7. Global Settings
- Global Settings List
- 6.7.1 Category: Bookkeeping
- 6.7.2 Category: Calendar
- 6.7.3 Category: Companies
- 6.7.4 Category: Company Details
- 6.7.5 Category: Contacts
- 6.7.6 Category: Deals
- 6.7.7 Category: Documents
- 6.7.8 Category: Emails
- 6.7.9 Category: Goals
- 6.7.10 Category: Journal
- 6.7.11 Category: Leaves
- 6.7.12 Category: Mailings
-
6.7.13 Category: Main
- Allow Server Database Backup
- Allow the Administer Local Database Context Menu
- Activate GDPR features (European General Data Protection Rules)
- Backup Retention in Days
- Base Directory for Server Database Backups
- Click-to-Call Scheme
- Default currency
- Default language
- Format of Currency in Reports
- Format of Date in Reports
- Format of Date With Time in Reports
- Format of Days in Reports
- Format of Decimal Numbers in Reports
- Format of Hours in Reports
- Format of Numbers in Reports
- Format of Percent in Reports
- Show names as
- FX Rate Coefficient
- Interval in Minutes After Which System Health Notification Is Sent
- Keep All Documents and Emails Offline on All Client Computers
- Keep My Documents and Emails Offline
- Keep relation with the original item if you change the superior item
- Set Last Activity date of deals or contacts based on
- Log Status Changes to Journal
- Maximum Height of Item Preview
- Maximum number of items to print or copy (using the Windows clipboard)
- Automatically create a new journal during calls longer than X seconds
- Name of Group Responsible for Exchange Rates Administration
- Name of Group Which Will Receive Server Update Status Information
- Name of Group Which Will Receive System Health Notifications
- Set Next Step date of deals or contacts based on
- Number of Concurrent Full Synchronizations
- Number of decimal places (used on dialogs, grids, etc.)
- Open the document in an associated app (instead of in eWay-CRM) (also applies for emails)
- Open Hyperlink in Text Edits by Double-click
- Postpone Synchronization Start for Specified Time in Seconds
- Maintenance Window
- 6.7.14 Category: Marketing
- 6.7.15 Category: Others
- 6.7.16 Category: Pohoda
- 6.7.17 Category: Products
- 6.7.18 Category: Projects
- 6.7.19 Category: Security
- 6.7.20 Category: Tasks
- 6.7.21 Category: Time Sheets
- 6.7.22 Category: Users
- 8. Purchase
- 9. Logs
- 10. Custom Fields
- 11. Drop Down Menus
- 12. Workflow Diagrams
- 13. Reports
- 14. Marketing List Sources
- 15. Other Settings
- Add-ins
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