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Welcome to System Settings Administration 1 min
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System Settings Administration - Settings and Terminology 4 min
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System Settings Administration - Custom Fields 2 min
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System Settings Administration - Document Types 1 min
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System Settings Administration - Financial Periods 2 min
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System Settings Administration - Organizations 2 min
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System Settings Administration - Prompts 1 min
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System Settings Administration - Import/Export 6 min
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System Settings Administration - Import/Export Administration
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System Settings Administration - To-Do Types 1 min
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System Settings Administration - To-Do Templates 1 min
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Survey
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Goodbye
COR-RBT-300_System Settings Administration
Corrigo Enterprise Role-Based Training
Welcome to Corrigo Enterprise!
The System Settings Administration course introduces configuring a handful of Features including, utilizing the Import/Export Feature, configuring Global Settings & Terminology, adding Custom Fields and Financial Periods, managing and reviewing Organizations, and configuring Prompts, To-Do Types, and To-Do Templates.
We'll Cover:
- Global Configurations
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- Settings & Terminology
- Customer Fields
- Document Types
- Financial Periods
- Organizations
- Prompts
- To-Do Types
- To-Do Templates
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- Import / Export