Differences

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--- sa_maintenance_18 [2022/04/15 13:46] – created Shelley Hunter
+++ sa_maintenance_18 [2022/04/15 13:51] (current) – [Setting up Collections/Internal Chat] Shelley Hunter
@@ Line 15: / Line 15: @@
 ==== Setting up Collections/Internal Chat ====
-First, we need to set up some Collection Types. This is done through Maintenance - Agency Set up - Collection Types. Click on add.
+First, to turn on collections set general Setting group of layout number 1910 to Y.
+the in Maintenance - Agency Set up - Collection Types set up the collection types.
   * Name - Name of Collection eg Leads, Invoices
@@ Line 21: / Line 23: @@
   * Sort Order - Not required.
-When using the Collections feature, it is possible to amend the terminology so it appears as "Internal Chat". You can this by amending the Terminology Settings 750, 760 & 770 in General Settings.
+When using the Collections feature, it is possible to amend the terminology so it appears as "Internal Chat". You can this by amending the Terminology Setting number 750 in General Settings.
+Only users who have been given the user layout setting of 'Show Desktop Collections' will be able to access this feature.  The right can be granted in bulk using the Bulk Add Role button.