Usage: This section is the main configuration screen for DLCPMWeb. The Settings consists of two categories: General and CRM List.

 

Navigation: Administrator > Settings  or   on Home Page

 

There are several options in this section that impacts the behavior of the application. It is strongly recommended that you examine, review, and define these settings prior to using the application.

 

•Global - Refers to the global settings which will affect the entire application.

•CRM Lists - Options used for the Customer Relationship Management portion of DLCPMWeb.

•Personal - Users specific settings

 

Settings menu

 

Under each of these three categories are various options that will help you find and maintain records easily.

 Setting menu structure:

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