How do I Customize the Business Settings?

Updated on August 16, 2016 01:52am by Admin

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There are many different things which can be customized to the needs of your business. This customization brings you the effective appearance of your business account with a lot of features including sync services with Google. Now we shall step ahead to customize the business settings. 

Steps to Customize Business Settings

  1. Log in to your account and click on your name located at the top right corner of the header bar.
    Business Name
  2. Click on “Business Settings” from the listed options.
  3. You will find the set of configuration features in the left column and their actual attribute values in the right column.

Business Information

Business Information settings, the attributes explain about the business name, branding name, business location, currency and time zone.

  • Business logo - You can customize the general settings to change your business logo. Read more
  • Business name - You can change the business name. Read more
  • Time zone - To set the standard time for your business. Read more

The contact information encoded may be of address, phone numbers and the fax. The contact information storing the address, phone numbers and fax information which users might need information. 

Customize Home

In this setting user can allow to select the views of your business apps. This setting will be set as default to all of your users. You can also change the header color of your home dashboard. 

Collaboration

Collaboration settings allows you to set left panel views to be shown in your home page dashboard. You can “Enable/Disable” objects from the home page.

Collaboration Security

Collaboration security helps you to configure objects to be displayed to the users. For collaborations you have two options:

  • Show Collaboration objects assigned to Signed In employees and their Sub-ordinates.
  • Show all collaboration objects to everyone.

Select any of the above to show collaboration objects.

Auto Copy Email

Auto Copy Email allows you to quickly configure the auto copying sent emails. Whenever you need the backup of sent emails, you can enable the “Auto Copy Email” option wherein your email id(email address used for login) will be added in “cc” field automatically while composing a new mail. This feature applies in both homepage and in other apps email tab.

Currencies

Choosing to use the multi-currency option will allow you to send sales invoices or receive bills and payments in currencies other than your own base currency(the default currency already in place for your organisation). This will also impact the item line to set their currency.

Installable Demos

This demo will provide you the sample customers and sample projects. Once you install this demo, you cannot remove the installed data.
To install the demo, click the “Install Demo” green button.

Partners

You can set your Apptivo Partner Name here. Once you set then the partner history shows you the list of partners with the name.

  1. To set the Partner name click the “Change” button directed to the Partner name.
  2. Choose and select the names listed in the pop up.
  3. If you want to become the partner then click the “Become Partner” button.

Sync Services

It allows you to integrate generically with Google. You can make use of one or all if you’d like.

Calendar Sync

It will sync all your appointments and call log with the Google Calendar. Click here to obtain more description about syncing the calendar.

Tasks sync

It will sync your tasks with the Google tasks. Click here to get more about Sharing the tasks in Google

API Access

The API Access is the http based programming interface allows the developers to interact with the  platform to extend and enhance the functionality with Business site Plugins (with Wordpress). The API key is a type of user id. You cannot change the API Access key.

Delete Account

Delete account feature allows you to delete your account permanently.

Single Sign On

One Login's secure single sign on integration with apptivo saves your organization time and money while significantly increasing the security of your data in the cloud.

Session Timeout

Session time out represents the event occurring when a user do not perform any action on a account. You can set a time duration for the session time out.