System Administrator Settings
- System Administrator Settings
- Settings Overview
- Setting Firm Preferences
- Setting Home Preferences
- InterAction+™ AI Calendar Sync: Microsoft® Exchange Online
- Manage Contact Sync, Outlook Contact Sync, and Smart Connect
- Modifying System Nomenclature
- Adding and Editing Opportunity Types
- Configuring Opportunity Stages
- Adding and Editing Origination Source
- Updating Outcome/Outcome Reasons
- Adding and Editing Opportunity Types of Work
- Working with Custom Fields
- Group Management
- Third Party Management
- Data Change Management Rules and Ticket Review
- Manage Folders and Folder Settings
- Activity Type and Task Type Management
- Global Additional Fields
- Dictionaried Fields