Topics
System configuration
One reference article per admin area with all settings, fields and options.
14 articles
Reference
14 articles
- Boards, Kanban, Scrum – System configuration Reference The "Boards, Kanban, Scrum" admin area: preset columns of the board lists, the list of boards and the default settings (board templates per object type).
- Calendar – System configuration Reference The settings of the "Calendar" admin area: displayed elements, appointment defaults, workplace booking and field visibility (Settings tile) plus the admin tiles (public holidays, appointments, alarms, synchronisation, workplace).
- CRM – System configuration Reference The settings of the "CRM" admin area: activities, contact/organisation fields, customer and supplier aspects, campaigns and field visibility (Settings tile) plus the admin tiles (Organisations, Contacts, Campaigns, sales stages/funnels, deletion deadlines …).
- Files – System configuration Reference The settings of the "Files" admin area: visibility of the file fields and the target directories per object type (project, CRM, HR, finance, ticket …) (Settings tile) plus the Files and Recycle bin tiles.
- Finance – System configuration Reference All settings of the "Finance" admin area: the sections of the Settings tile (documents, articles, items, travel expenses, DATEV export and much more) and the admin tiles. Field search via the Configuration search.
- General – System configuration Reference The settings of the "General" admin area: tenant master data and layout (Settings tile), module switches (Modules tile), security and password rules (Security tile) plus the remaining admin tiles.
- Messages – System configuration Reference The settings of the "Messages" admin area: email style, system identifier, categories and pfChat (Settings tile) plus the Mails, Mail Accounts and Chat groups tiles.
- Open items – System configuration Reference All settings of the "Open items" admin area: every field of the Settings tile with all options, plus the Open items, Open-items lists, Synchronisation and Recycle bin tiles with their columns, dialogs and actions.
- Projects – System configuration Reference The settings of the "Projects" admin area: project fields, project structure, new projects, backlog/sprint, capacities and milestones (Settings tile) plus the admin tiles (project types, project phases, project statuses, workflows, calculations, layouts …).
- QM – System configuration Reference The settings of the "QM" admin area: QM document rules, default review, field visibility and key figures (Settings tile) plus the admin tiles (QM documents, Layouts, Conditions, Reviews).
- Ticketing – System configuration Reference The settings of the "Ticketing" admin area: ticket behaviour, New ticket/New activity, ticket fields and preset columns (Settings tile) plus the admin tiles (ticket statuses, workflows, ticket channel, SLAs, mail templates …).
- Time tracking – System configuration Reference The settings of the "Time tracking" admin area: working/attendance times, project times, locking and month-end closing, timesheets and time matrix (Settings tile) plus the admin tiles (categories, office hours, leave rules, public holidays …).
- Users & permissions – System configuration Reference The settings of the "Users & permissions" admin area: the visibility of all employee and HR fields (Settings tile) plus the admin tiles Users, User groups, Group rights, Project roles, Skills and Employee attributes.
- Wiki – System configuration Reference The settings of the "Wiki" admin area: recently viewed pages, categories, group-specific headers/footers and custom wiki CSS (Settings tile) plus the Wiki pages tile.