System settings
System settings hold the company-wide options that apply to everyone in easySales.
Where to find it
Section titled “Where to find it”Select System settings in the sidebar. The page opens with links to Document templates, Standard templates, Sharing settings and Audit trail, followed by the settings themselves.
What you can do
Section titled “What you can do”- Sessions — set the Session timeout and the Concurrent sessions per user.
- Regional — set the Company timezone and the Main currency.
- Customers — set the Customer code prefix and whether to hide Personal details on contact forms.
- Exchange rates — see the current rates and when they were last refreshed, and select Refresh rates.
- Set up your company’s tax registration under Company & tax, and your own fields under Custom fields.
Select Save changes to save the settings; each card says whether a value is your own or the default.
Permissions
Section titled “Permissions”You need System View to see the settings and System Edit to change them.