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Account settings

Setting up the duplicate lead flag

Setting up the…


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Setting up SLA's (Service Level Agreements)

Setting up SLA’s…


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Customising your 'Contacted' field options

Customising your…


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Setting up your project type and project stages

Adding project types…


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Setting up the draft stage in your report submission flow

Setting up the draft…


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Setting up Microsoft Azure Single Sign On

Single Sign On User…


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A guide to your overall account settings page

Your Account Settings…


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A Guide to your Customer Portal Settings

A guide to your…


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Panel Settings

A guide to setting up…


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Adjusting your company and user notification settings

Setting your…


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