Defaults - IRBS_Help

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Defaults







 Item    Description\Notes
 Storage Location Preferences    
Document Storage   Choose preferred Document Storage on the Drop-down List
Image Storage   Choose preferred Image Storage on the Drop-down List 
Report Storage   Choose preferred Report Storage on the Drop-down List
Export Storage    Choose preferred Export Storage on the Drop-down List 
Template Storage   Choose preferred Template Storage on the Drop-down List
Email Storage   Choose preferred Email Storage on the Drop-down List 
MS Project Storage    Choose preferred MS Project Storage on the Drop-down List 
Linked Ext. Storage    Choose preferred Linked Ext Storage on the Drop-down List
Fax Storage   Choose preferred Fax Storage on the Drop-down List 
On-site Back-up   Choose preferred On-site Back-up on the Drop-down List
Preferred Gross Profit %   Enter Preferred Gross Profit %
Inactivity Alarm Minutes    Enter Inactivity Alarm Minutes 
Referral Type for Leads from Web Site    Enter Referral Type for Leads from Web Site 
Default Sales Person to use for Web Site Leads   Enter Default Sales Person to use for Web Site Leads 
Invoice Message   Enter Invoice Message
Default Lead Paint Note Type    Choose preferred Default Lead Paint Note Type  on the Drop-down List 
Include Lead Assigned Info on Invoices    Check this box to Include Lead Assigned info on Invoices 
Include Sales Tax in Job Breakdown   Check this box to Include Sales Tax in Job Breakdown
 Project Scheduling Preferences    
 Gantt Default Colors    
Weekend Backcolor   Choose Weekend Backcolor
Office Hours Backcolor   Choose Office Hours Backcolor
 Scheduling Office Hours    
Start Time   Enter Start Time
End Time   Enter End Time
Hours/ Day    Enter Hours/ Day
Next Day Start for Each Task    Check this box to enable Next Day Start for Each Task 



See also

General Info
System Info
Estimating
Reports and Screens
Templates
3rd Party
Accounting
Human Resource
Email and Fax
Tools
Annual Info