General Settings Tutorials

  • Certain settings affect multiple modules. These are the general settings.
  • Each setting has a default value. You only need to add a setting to change its default value.
  • When you click Add/Update (button), only the settings that are not yet on the list appear; however, a checkbox lets you Show All settings.

💡These tutorials explain how to add, edit and delete general settings to change their default values.

Navigation Example

Main Menu > Setup > Settings

How to Add General Settings

  1. Navigate to Settings.
  2. Click Add/Update (button).
  3. Click the settings you want to add (use Ctrl + left-click to select more than one).
    • Note: If a setting’s default value (see Settings Explained) meets your needs, you do not have to add the setting. Settings that you previously added do not appear; to see them, check the box next to Show All. If a setting is added twice, it still appears only once.
  4. Click Add/Update (button).
  5. Confirm the addition on the popup.
  6. Edit the settings as needed.

How to Edit General Settings

  1. Navigate to Settings.
  2. Click Edit (button).
  3. Click the Value column next to the setting you want to edit.
  4. Make the necessary changes.
  5. Click Save (button).

How to Delete a General Setting

Info

Deleted settings revert to their default values. They can be added again to change their default values.

  1. Navigate to Settings.
  2. Right-click the setting you want to delete and select Delete.
  3. Confirm the deletion on the popup.

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