Settings

This is the module where users can perform all available customizations in the system.

Modules

In this section, users can configure various module settings, including:

• Configuring columns that appear within module views, reports, and charts.
• Changing visibility and behavior of existing columns.
• Adding new columns.

Configure Module Fields

This section allows you to add new fields to any module including Proposals, Enquiries, Customers, and Orders. Common tasks include:

• Adding custom fields to Proposals
• Creating new columns in Enquiries
• Customizing Customer form fields

Users need to select the Module and View they want to modify (unless they accessed this section by clicking the ‘cog’ icon available in most views). The names of modules and views will be displayed appropriately to help guide users. If users want to review which fields are displayed, they should select the appropriate field. The following tasks can be performed (unless the field is greyed out, meaning it is not editable):

• Change the Label and rename the field itself (‘View Label’) – This updates how the field is displayed.
• Description – This is an optional field that can help clarify the label, especially if it is an acronym or not easily understood. It can also be used to train the AI model in understanding business data if required.
• Column Order – A mandatory field that determines the order of fields from top to bottom. Newly added fields will appear at the bottom and be assigned the number 99, which can be changed later.
• Form Type – A locked field that describes the type of data input allowed, such as:
  • Choice – A list of predefined options that can be managed in the Reference List View.
• Blank Entries Allowed (by system) – A non-editable field. If set to "Yes", users can leave the field blank. Otherwise, it is mandatory.
• Requires Values on Forms – A toggle switch that determines if a field is mandatory (red asterisk in views) or optional.
• Core App Column – A non-editable field indicating whether the field is part of the core system or was added later by users.
• Column Active – A toggle switch:
  • Active – The field will be displayed and used.
  • Inactive – The field will be hidden and no data will be stored, but it will not be deleted from the database.
• Hide Column on Tables – A toggle switch that determines if the field is visible in the Tracker Table View:
  • Hide – The field will not be displayed in the main table view but will still be accessible when editing an entry.
  • Show – The field will be displayed in the table view.
• Filter Tables by this Column – Determines if users can filter the tracker table by this field:
  • Filter – Enables filtering by this field.
  • No Filter – Filtering by this field is disabled.

Adding a New Field

To add new fields to any module (including Proposals, Enquiries, or Customers), users can use this configuration section. After clicking the "Add" button user will see a multi-step form to create a new field. Steps are as follows:

• view the list of existing fields to avoid duplicates, then use the Next button to proceed.
• Type a name for the new field, which will be used as the label in the system.
• select the type of field from the options listed, including short text, long text, boolean, text option, currency, integer, number or date / time.
• complete format options which will depend on the type of field selected. For example, if a text option is selected, users will be able to select from a list of options or create a new one.
• Enter any required default values for the field, which will be used when creating new entries in the module. Follow the step-by-step instructions in the system to create new fields while avoiding duplicate data. New fields are not created until submitted. If a field was created incorrectly, users can:
• Disable it if it's no longer needed.
• Delete it if it's a non-core field (core fields cannot be deleted).

Configure Module Access Restrictions

Configure access permissions for application modules.

• Restricted modules require users to be assigned to E2E App Roles in the Resources Module to gain access.
• The system supports editing and data extraction restrictions. All users have viewer access by default. Instructions:

1. Select a module below to add or remove restrictions.
2. Toggle the switch to enable editing.
3. Toggle the Editors switch to allow data editing for all users or only specific users.
4. Toggle the Data Extract switch to enable or restrict data export permissions.
5. For restricted editors, assign users to E2E App Roles in the Resources Module to grant access.

Configure View Content

Manage which cards are visible within module views. Instructions:

1. The table below lists app views and the cards available to show or hide.
2. Select a card to see details.
3. Toggle Edit Mode to make changes.
4. Toggle the Enabled switch to show or hide the card. Note - Content not in plan means it's not included in price plan.

Configure KPI Charts

Modify the layout, content, and configuration of KPI charts within the KPI modules. Instructions:

1. Select a KPI Card from a module below to configure it.
2. The user will be directed to Views > Chart Layouts > ‘Selected Chart’.
3. Toggle Edit Mode (if permissions allow).
4. The Ribbon Section provides three editing options:

• Layout (Rearrange KPI Cards)
• Outline (Resize and Group KPI Cards)
• Card (Add/Remove KPI Cards)

Layout – Rearranging KPI Cards

• Enable Edit Mode.
• Select a KPI container (highlighted in red).
• Drag the container to reposition it.
• Wait for the outline to turn blue, indicating a valid position.
• Use the Ribbon Controls to Save, Revert, or Undo changes.

Outline – Grouping KPI Cards

• Adjust the size of KPI containers by entering numerical values.
• Click Preview to check the layout.
• Use the History button to revert to a previous version.

Card – Adding/Removing KPI Cards

• Click "+" to add a new KPI card.
• Modify card settings, including:
  • Card Name
  • Tooltip
  • Data Source (linked to different system views)
• Click Preview, then Save once satisfied.

Configuration Change Log

This view displays a history of all added or removed fields in the system setup.

• Users can export the change log or search recorded data to track modifications.

Notifications

Users can configure email notifications in two sections:

1. Reminder Emails End to End sends daily reminders to help users manage activities.

• Select a rule from the table to view its description.
• Toggle Edit Mode to modify the settings.
• Adjust the Offset (days) – number of days before the target date to send a reminder.
• Adjust the Repeat (days) – interval between repeated reminders (1–28 days, or 0 for no repeats).
• Optionally add CC email recipients.
• Toggle Enabled to activate/deactivate the rule.

2. Notification Emails These are instant notifications triggered by activities like task assignments.

• Select a rule from the table to view its description.
• Toggle Edit Mode to modify the settings.
• Optionally add CC email recipients.
• Toggle Enabled to activate/deactivate the rule.

Option Groups

Option Groups allow users to select predefined choices from dropdown lists when creating or editing records. Instructions:

• Use this view to create, edit, or delete option groups.
• Use the Choices View to add, edit, or remove choices for each group.
• Core Groups and Choices (system defaults) cannot be edited or deleted. To edit an option choice:
• Click "View / Edit Choices" to access the choice list for the selected group.

To edit an option group:

• Select the correct grouping and modify it.
• Use the "Add" icon to create a new group. Clicking a field name will show its description for clarity.

Reference Tables

Manage Reference Tables relevant to business processes. Instructions:

• Select a Reference Table to view all available options.
• Add, update, or disable options as needed.
• Avoid modifying existing options if they have been used—disable them instead and create new options.