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Options

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Version: 10
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In the Options screen, you define settings that are valid for the whole system, specifically for freetext searches, time zones, number allocation, and labels. Most companies do not need to alter the default settings supplied with SuperOffice CRM. However, if you do need to change them, use the Options screen.

Tabs in the Options screen

Tab Description Read more
Free-text search Here you can manage how the free-text search function works in SuperOffice CRM. Free-text search
Time zones Here you can manage time zone functionality. Time zones
Number allocation Specify here a start number for the Number fields in the Company screen, Project screen, Sale screen and the contact card, and for document templates. Number allocation
Labels Here you can change the name of specific fields in SuperOffice CRM. Labels
Customer languages Here you can configure the customer languages, making it easy to communicate with customers in different languages. You can also set up category names in SuperOffice Customer Centre. Customer languages
Note

If your organization has a licence for SAINT, the Options screen also contains the Status monitors tab.

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