The table below provides an overview of the site admin settings that control the behaviour of user and contact cards.
Click the blue links on the left to access full instructions for each setting.
Setting |
Description |
|---|---|
| Custom Fields | Set up extra fields for recording additional information on user and contact cards. |
| Positions | Set up positions that may be assigned to users and client and supplier contacts. |
| Default User Note Restrictions | Set the defaults for who has access to user notes. |