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PORTFOLIO
Setup
Settings
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To properly display this page you need a browser with JavaScript support.
Settings
The
Settings Module
allow you to configure general, notification, checklist, clause and toolbox settings. It also allow you to turn on the audit feature, make fields required, create default layouts for users and configure record numbering.
The contents of Settings
General Settings
Show/Hide Tabs
Audit Trail
Fields
Record Numbers
My Settings
Grids & Sub-grids
Manager Pages
Toolbox Settings
BI Reporting