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Both sides previous revision Previous revision Next revision | Previous revision | ||
sa_maintenence_1 [2022/05/04 09:35] – [E-mail Signatures] Shelley Hunter | sa_maintenence_1 [2023/04/17 10:11] (current) – [Boilerplate Text] Shelley Hunter | ||
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Full instructions for configuring Boiler Plate Text [[hat_12|are given here]]. | Full instructions for configuring Boiler Plate Text [[hat_12|are given here]]. | ||
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+ | If you have a long list of Boiler Plate Text it is possible to split the list to make it more readable by setting a value in General Setting, group of Layout, number 1850 Menu Break Split. | ||
**(2.3.5+)**Convert Boiler Plate Text: [[convert_boilerplate|Click here]] WIP | **(2.3.5+)**Convert Boiler Plate Text: [[convert_boilerplate|Click here]] WIP | ||
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These fixed states cannot be deleted, however the Name can be edited. A Fourth default state of **Supplier** is provided in the database. Add others if required. **Sort Order** and **Grid Order** organise the position of the lines in a list or grid. | These fixed states cannot be deleted, however the Name can be edited. A Fourth default state of **Supplier** is provided in the database. Add others if required. **Sort Order** and **Grid Order** organise the position of the lines in a list or grid. | ||
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+ | generally the default state of a new client record is P, if you wish to have a different initial state set General Setting group of Settings number 3350 ' | ||
==== Company Sales States ==== | ==== Company Sales States ==== | ||
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SMTP user profiles for use by IQXHUB Services etc. \\ \\ If your email provider enforces two-factor authentication, | SMTP user profiles for use by IQXHUB Services etc. \\ \\ If your email provider enforces two-factor authentication, | ||
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==== Agency Questionnaire ==== | ==== Agency Questionnaire ==== | ||