To configure your general settings, click the Settings tab and then the General Global Settings link.
- Customer Name - The name of your company. This field will be displayed throughout your system, and on various email notices that are sent.
- Customer Website - Your website address (if you have one). If you have a website, enter it here and you can display it in your email templates.
- Account Subdomain - The subdomain used to access your account. Subdomains can only contain letters, numbers, and dashes. For example, if your subdomain is demo, you would type https://demo.viewcases.com to access your system. You can change your subdomain at any time, as long as it's not taken by another customer.
- Important: Changing your subdomain will immediately change your access URL, thus making old links (including those including in emails) and bookmarks outdated. It's usually a good idea to let your staff and clients know before you change this setting.
- Default Country - The country you primarily operate out of. This setting simply controls the default values when entering things such as new clients and contacts.
- Default Language - The default language that your system will use. This is typically configured when entering a new contact or staff member.
- Default List Limit - For most lists in the system, such as the case list, or invoice list, we incorporate a paging system to limit the number of results. You can configure the default number of results to be displayed. Each user can also customize their own limits on each list.
- Distance Measurement Unit - Choose the metric you use to measure driving distance (either miles or kilometres. This unit is used when calculating driving distances between locations.
- Login Request Expiration Hours - When someone is sent an invitation email or when someone requests a new password, the system generates an email with a special link inside. This link allows that person to setup or reset their password. For security purposes, it's usually better to have these links expire after number of hours.
- External Maps - Addresses throughout the system often provide a Get Map link to load the address in an external map (e.g. Google Maps). Trackops offers several external mapping providers to best suit your needs.
- System Timezone - The default timezone that you operate out of. For consistency, all dates and times in your Trackops system operate off of the same timezone.
- Work Week Start Day - The day that your work week begins. This setting is primarily used for scheduling and payment slips that utilize overtime.