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Advanced settings can be used to manage more complex aspects of TO3000, Version 9.0, like global codes, folder settings, database customization and custom report building.
To access Advanced Settings click menu Settings > Advanced.
The following Advanced Settings are available:
| • | General Selecting or changing base currency for accounting, and postal address display format. |
| • | Codes Viewing and editing of global Project and Invoice codes. |
| • | Folders Settings for folder automation. |
| • | Salutation List of default salutations, which can be automatically added to contact names. |
| • | Custom Fields Used to customize database by adding custom fields for Clients and Projects. |
| • | Custom Variables Used to create custom template variables, used for generation of .rtf files. |
| • | Custom Queries Create custom queries to retrieve necessary data out of the database. |
| • | Custom Reports Create custom reports to fit your reporting needs and requirements. |
| • | CATCount Enabling and disabling CATCount feature and selecting CATCount units. |
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Advanced settings