Viewing the Company details in Settings Module
- Go to Settings -> Set up-> Company details
Company details should be displayed stating details like Company Name , No of users, Contact details and so on .
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Edit Company details in Settings Module
Go to Settings -> Setup-> Company Details Click on Edit button on top Edit the details as required Click on Save button Company details will be edited and saved.
Add image for Company details
Go to Settings -> Setup-> Company Details Hover over image icon and add an image by clicking on + button Image will be added for Company Details
Delete image from company details page
Go to Settings -> Setup-> Company Details Hover over Image Click on the circled button with - sign located to the lower RHS Click Ok on confirmation window Warning message will appear and user will be able to delete the image successfully.
Creating a new look up field in Settings Module
1. Go to Settings -> Setup-> Lookup module 2.Select the node on tree on LHS and Click on New button 3. Enter the details and then click on Update button Lookup field should be created .
811 Module Setup - Company Options
The 811 Module allows organizations that receive 811 tickets from Dig Alert, USA North 811, Ohio 811, or other state mandated 811 providers to receive those tickets in NEXGEN. To fully utilize the 811 module, organizations must have an active 811 ...