Click
Navigation to see existing navigation already set up.
Click
Financial Dashboard to see the Primary Org Financial Dashboard. From there you can change the
Back to Primary Org button to show the correct company name. It is mirror copied so will change everywhere it is copied to.
Also check the
Setup Page to change Site Name and Site Email Name are updated.
Check
Template to change the Favicon and make other basic template changes. Click
Delete Favicon to delete the current favicon so you can add a new one.
Othe pages and functionality already set up:
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Accounting
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SMS & SMS Templates
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Email & Email Body & Content Templates
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Communication Dashboard
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Email Queue
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Shop
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BPA
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Ajax Groups
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Maintenance Mode
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Forgot Password
Accounting note:
Check and configure the financials years required.
Required pages for accounting system to work - first term is the page keyword which must be exactly the same as it is here for the functionality to work:
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Accounting page containing the Accounting module
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Business-process-administration page containing Business Process Administration module
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Quotation page containing Quotation System module
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Invoices page containing Bank module
Global ID Generation is already set up including relevant APIs
See here: docs.google.com/drawings/d/1pRlNgCs74kDrIl8KEZEBgdu1bd2ADRGRTjzdhbF6T00/edit