The following Corporate Settings are available:
| • | General — Selecting or changing base currency for accounting, default payment terms for freelancers and postal address format.
|
| •
|
Users and Access — Adding or deleting users, modification of users' access rights.
|
| •
|
ODBC Access — Enable ODBC access to Projetex database.
|
| • | Access Roles — Creating and editing templates for access, which can be used when creating or editing access rights of individual users.
|
| •
|
Codes — Viewing and editing of global codes (projects, invoices, POs) and mode of naming of .rtf files.
|
| •
|
Folders — Settings for folder automation.
|
| •
|
Salutation — Default contact salutations, which are available for contacts.
|
| • |
Custom Fields — Creation and modification of company-wide custom database fields for clients, projects, corporate experts, freelancers and corporate expenses. |
| • | Custom Variables — Custom global template variables, used for generation of .rtf files. |
| • | Custom Queries — Create custom queries to retrieve necessary data out of the database. |
| • | Custom Reports — Create custom reports to fit your reporting needs and requirements. |
| • | CATCount — Enabling and disabling CATCount feature and selecting CATCount units. |
| • | Sound Alerts — Manage sound notification under set conditions. |
