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System Info






 Item    Description\Notes
     
 Defaults to be used for New Jobs    These settings have been added to override the ‘Required Entry’ field requirements.
 By specifying a default value, all new lead/job record will be pre-populated with the default values.
 Default Behavior    Click on the drop down arrow to choose a Default Behavior
 Default House Type    Click on the drop down arrow to choose a Default House Type
 Default Timeframe    Click on the drop down arrow to choose a Default Timeframe
 Default Department    Click on the drop down arrow to choose a Default Department
 Default Project Type    Click on the drop down arrow to choose a Default Project Type
     
 Document Types    Allow for the specification of the default document types
 Change Order    Click on the drop down arrow to choose a type of document for Change Order
 Design Agreement    Click on the drop down arrow to choose a type of document for Design Agreement
 Contract Proposal     Click on the drop down arrow to choose a type of document for Contract Proposal
 Email Attachment    Click on the drop down arrow to choose a type of document for Email Attachment
 MS Project    Click on the drop down arrow to choose a type of document for MS Project
     
 Job Related Preferences    
 Initial Related Type    Click on the drop down arrow to choose an Initial Related Type document
 Custom Naming Convention Logic    
     
 Tax Settings    
 Use/Track Sales Tax    If this box is checked, will calculate Sales Tax on each cost items whose Cost Category has sales tax code  specified. 
 Default Sales Tax    Click on the drop down arrow to choose a Default Sales Tax
     
 Job Metrics Settings    
 Metrics Note Type    Click on the drop down arrow to choose a Metrics Note Type
 Use Metrics 1    
 Use Metrics 2    
 Use Metrics 3    
 Use Metrics 4    
 Use Metrics 5    
 Use Metrics 6    
     
 Default Trade Terms    
 For Customers    Click on the drop down arrow to choose a default trade term for customers
 For Vendors    Click on the drop down arrow to choose a default trade term for vendors
 For Subcontractors    Click on the drop down arrow to choose a default trade term for subcontractors
     
 Preferences    
 Log System Activity    If this box is checked, user activities are logged
 Show Setup Tasks    If this box is checked, initial Setup Checklist is displayed at start-up
 Use Label Printer    If this box is checked, a Dymo label printer will be used in conjunction with the application
 Exclude Jobs from mailings by default    If this box is checked, all new lead/job records will be marked as excluded from mailings
 Exclude Contacts from mailings by default    If this box is checked, all new contact/person records will be marked as excluded from mailings
 Use Warranty Checks    If this box is checked, Warranty Checks will be enabled
 Restrict Job Status Modification    If this box is checked, user's Job Status will be changed
 Allow Confirmation Date Change    If this box is checked, users can make changes to the confirmation date
 Conserve Toner (No Box Shading)    If this box is checked, shading of table headers turns off
 Require Person Home Phone    If this box is checked, Contact/Person home phone will be a 'required-entry' field
 Require Person Work Phone    If this box is checked, Contact/Person work phone will be a 'required-entry' field
 Prompt User for Job Label Printing    If this box is checked, a Dymo label printer is used in conjunction to print job labels after job creation
 Hide Invoice Phone Info    If this box is checked, will suppress the printing of phone number on invoices
 Hide Invoice PAID mark    If this box is checked, will suppress the printing of the word "PAID" on paid invoices
 Do not print Invoice Date on Invoices    If this box is checked, will suppress the printing of the invoice date
 Terminal Services    If this box is checked, will tell the application that it will be running in a Terminal Server environment
 Use PDFViewer to view PDF Documents    If this box is checked, will use the built-in PDF Viewer to display PDF files instead of adobe reader
 Use RapidSketch Integration    If this box is checked, will allow the application to integrate with RapidSketch
 Use Mailing Job Name in Built-In Reports    If this box is checked, will use mailing job name in built-in reports
 Allow ZERO Quantity Item Description as Narrative    If this box is checked, will allow zero quantity item description as narrative
 Restrict Department Change Once Invoiced    If this box is checked, will restrict department change once invoiced
 Append Dept Code to Alt. Job Name    If this box is checked, will prefix the defined department code to the alternate Job Name




See also

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