Navigation: System > System Setup > PM Company Details
Purpose: Company Details and Preferences are used to set your Company details such as Company name, contact details, logo, and preferences. This is also where you can also find your Global settings.
Note: The default Preferences are already in place and serve as your pre-set guidelines for how the systems function for you, for example. Put into owner Correspondence, you will automatically have it checked off when writing letters
Comments
1 comment
This article requires information about the selectable items and fields in the Preference options. For instance, what does “Corporation Proportion Threshold” change? Obviously, many items will require little or no explanation (the name is a full explanation). But some of these fields, like Corporation Proportion Threshold requires a short, but detailed, explainer.
Please sign in to leave a comment.