The company profiles tab (found in the company menu) contains advanced configuration options for a client.
To modify a client's profile a user must have the Super User role and the Client Company Maintenance task
Configuring client profiles
- Select a company from the Companies Menu
- Click the Profile Tab
- Select a profile accordian
- Update/ Configure accordian options
- Click the Save button to apply your changes
Booking Profile
Configuration options for a client's job bookings; such as defaults, the initial status of their jobs if they book them and what booking features they can access. For more information see the Company Profile - Bookings article
Dispatch Profile
Configuration options related to dispatching. For more information see the Company Profile - Dispatch article
Financial Profile
Configuration options related to your financial accounts integration and invoices generated for this client. For more information see the Company Profile - Financial article
General Profile
Configuration options for the default date ranges on a client's job list workbench and text fields. For more information see the Company Profile - General article
Localisation Profile
Configuration options related to what locations a client can see. For more information see the Company Profile - Localisation article
Notifications Profile
Configuration options for Proof Reports and who will receive them when a client's jobs have been completed. For more information see the Company Profile - Notifications article
Pickups Profile
Configuration options related to pickups. For more information see the Company Profile - Pickups article
Reporting Profile
Configuration options for consignment notes and reports generated by a client. For more information see the Company Profile - Reporting article