System Customisation

Many of Entities flows, wizards, fields, settings, user roles, and other components can be adjusted to suit your organization’s specific needs. Administrators can configure the Entities system in detail from System Tools.

To find out more about system tools, refer to System Tools.

Administrators can set default values for the system. To learn how to set defaults at various system levels, see:

• System Options

• Company Options

• Setting up Company Defaults

You can customize data library types to fit your organization's needs. For more information, go to Data Library.

As an administrator, you can create new fields for selected types of entities. To lean more, refer to User-Defined Fields (UDFs).