•   Name provides identification of the notification •   Description covers its purpose and other details •   Workflow indicates the one to which the n...

Input is over several tabs. At each one you will indicate if codes for new records of the specified type are to be automatically generated and how the codes...

These settings relate to the Billing module and determine the rules for creating contracts and invoices. Billing   Create a default Contract when...

  Process here to determine if collaboration with others on particular subjects is required and how it applies. When permitted, certain users can raise iss...

The Configuration menu determines the normal rules and defaults that are to apply within the application. Certain of these settings can be overridden within...

Project workflows replace project lifecycles and enable control of projects that is more varied and precise. Once you activate project workflows: •   a def...

Multi-currency is a licensed option and so, if you do not have the required license, only Single Currency Mode will apply. In this case, enter the symbol...

Custom fields provide information that you need to record but which is not otherwise available within the application. You can define separate custom fields...

  This form is available if the data type is Keywords, Dynamic Keywords or Number List so that you can specify the values that are allowed to be input to t...

  Entity identifies the type of record to which the custom field applies and cannot be changed. Section is a means of grouping custom fields b...