How to...

In General System Settings, you establish system-wide defaults for organizations, communications, unit tables, firm hierarchies, and so on.

Related Topics:

  • Establish Firm Hierarchy Levels
    You can determine the number of levels that are available for users to include when building firm hierarchies in the Firms hub. You can set up a maximum of four parent hierarchy levels, and provide a label for each level. The hierarchy and names for each level are then used when grouping firm information on reports.
  • Disable Firm Hierarchy
    Use this disable option to disable the firm hierarchy feature.
  • Activate New DPS Modules
    If you implement DPS and later purchase one or more additional applications, use the Modules tab on the General System Settings form to activate those new applications.
  • Set Up Your Organization Structure (CRM or Resource Planning)
    You have the option to associate employees, generic resource, projects, and opportunities with organizations. To do that, you first use the Organization Structure Setup dialog box in the browser application to select the type of structure and other properties of the structure. (The information in this topic applies only if your only activated modules are CRM and/or Resource Planning. If you have any other modules, you set up organizations in the desktop application.)
  • Add Organizations (CRM or Resource Planning)
    If you configured DPS for a Fixed organization structure, add your organizations on the Organization tab of the General System form. (The information in this topic applies only if your only activated modules are CRM and/or Resource Planning. If you have any other modules, you set up organizations in the desktop application.)
Parent Topic: General System Settings (Browser)