General system settings
General guides and information on system settings.
By Cristiana1 author11 articles
- Product requests/changesThis article explains how to get access to our ideas portal which will allow you to submit product enhancement requests to us directly.
- List of permissions levelsThis article provides a list of the permissions available that can be given to users.
- Sort columns by ascending or descending orderSort columns in your forms by ascending or descending order to organise your data.
- Add reports to the home screenLearn how to add reports to your Dashboard, adjust panel sizes, and manage Dashboard tabs for a personalised view in Access Charity CRM.
- Use the Access Charity CRM dashboardLearn how to add reports and adjust panels in your CRM dashboard for a tailored overview.
- Valid file types and extensionsThis article provides a list of valid file types and extensions.
- Create a new field that uses a dropdownThis article explains how to create a dropdown field using the In-App developer.
- Use Global UpdateThis article explains how to use global update and how to blank or delete values out of the Contact table.
- Use auditingAdd fields to the audit trail and audit on a specific account user or serial number by following these steps.
- Clear your browser historyFollow these steps to clear your browser's history, cache and cookies.
- Slow PerformanceFollow this guidance if your system is slow or if you are getting timeout errors when trying to perform a task.