Set-up
Configure, customize and manage your System Settings as relevant features,
- Configuring System Settings
- Familiarizing yourself with your System Desktop
- Login Error Codes
- Managing Payment Gateways and Enabling Live Credit Card Processing
- Managing Multiple Currencies
- Managing Transaction Methods
- Creating Taxes and Fees
- Setting up Activity Notes & Restrictions
- Managing Custom Fields
- Managing Marketing Responses
- Managing Meal Options on Activities
- Managing Guide/Driver Assignments and Access
- Allowing Pop-ups in Google Chrome for Reports and Receipts