e-office User Manual
  • Overview
    • Chinese Online User Manual
    • e-Office Training Video
  • Server
    • 1 Preparation
    • 2 Installation
    • 3 License
    • 4 FAQ
    • 5 Service Management Platform
  • Mobile APP
    • 1 Preparation
    • 2 Installation
    • 3 Configuration
  • Quick Start Guideline
  • Design a new workflow
    • 1 New Form - Leave Application
    • 2 New workflow-Leave Application
    • 3 Initialize new leave application
    • 4 Regular Expressions(Regex) in Field validation
  • App Studio - New Application
    • 1 New application - Customer Management
    • 2 Approval flow
    • 3 User Menu
    • 4 All the controls
  • Open API
    • 1 Overview
    • 2 Attachment
    • 3 User Management
  • Customisation
  • Expense
    • My expenses
    • Expense List
    • Enter expense
    • Budget Statistics
    • Setting
      • Budget
      • Permission
        • Expense List
        • Budget Statistics
        • Expense Category
      • Basic Settings
      • Expense category
    • Expense Report
  • Project
    • My project
      • Project Details
    • New project
    • Project Task
    • Report Management
    • Settings
  • CRM
    • CRM Homepage
    • New Customer
    • Details
      • Customer List
        • List Data
        • Data Operation
        • Customer Detail
      • Contact
      • Contact Log
      • Opportunity
      • Sales Record
      • Contracts
      • Customer Pool
        • Pools I Managed
        • Pools I Joined
        • Pool Configuration
    • Suppliers
    • Product
    • More
      • Import/Export
      • Transfer
      • Merge
      • Recycle Bin
      • Request to access
      • Permission Approval
    • Customer Report
    • Settings
      • Field Settings
      • Homepage Configuration
      • Pool Configuration
      • Permission Setting
      • Related Business Setting
  • Assets
    • New asset
    • Application for use ~ WIP
    • Application for approval
    • Changes
    • Maintenance
    • Asset inventory ~ WIP
    • Return of assets ~ WIP
    • Analysis ~ WIP
    • Settings ~ WIP
  • Leave
    • My Leave
    • Leave List
    • Leave Type
    • Leave Setting
  • Attendance ~ WIP
Powered by GitBook
On this page
  1. CRM

Settings

Last updated 8 months ago

Field Settings
Homepage Configuration
Pool Configuration
Permission Setting
Related Business Setting