General System Settings Form
Use the General System Settings form to establish Vision settings used across your company, such as automatic numbering and audit trail options.
Related Topics
- Display the General System Settings Form
You display the General System Settings from in General Configuration. - Lookups Tab of General System Settings Form
Use the Lookups tab to configure Lookups, Dashboards, and Info Center grid views. - Email Tab of General System Settings Form
Use the Email tab to configure system-wide email options. Identify your company’s email servers and passwords so that Vision can send email messages for alerts or errors. - Servers Tab of General System Settings Form
Use the Servers tab to configure process queues and application servers. - Labels Tab of General System Settings Form
Use the Labels tab to rename key fields to reflect the terminology used in your industry or firm. Vision then uses the new names on forms, fields, reports, and so on. - Numbering Tab of General System Settings Form
Use the Numbering tab of General System Settings to view the current formats for your firm's record identification numbers, and to set up auto numbering for records. - Multicurrency Tab of General System Settings Form
If you use the Multicurrency feature, use the Multicurrency tab to set up XE.com licensing information. - Document Management Tab of General System Settings Form
Use the Document Management tab to enable the Document Management feature in Vision. When you add or modify information on this tab, you must save it. When you save it, Vision stores the information and makes the SharePoint Server entered in the Server field the active SharePoint Server for Vision. - Audit Trail Tab of General System Settings Form
Use the Audit Trail tab to enable and set up the Audit Trail feature. - Miscellaneous Tab of General System Settings Form
Use the Miscellaneous tab of General System Settings to enter various system-wide Vision settings, including enabling workflow logs and instant messaging, setting polling intervals for alerts, and setting the default font for the Text Editor.
Parent Topic: Screens