Helpdesk

2.1 System Settings (admin only) 10

• 2.1.1 Company information
• 2.1.1.1 Company information: Bank / invoice information
• 2.1.1.2 Company information: GDPR email content [video content]
• 2.1.2 Users
• 2.1.2.1 Users: Edit user information

View all 10

2.2 Customisation (admin only) 18

• 2.2.1 Custom fields
• 2.2.1.1 Custom fields: Type of field
• 2.2.1.2 Custom Fields – Custom Groups (PRO FEATURE) [video content]
• 2.2.2 Coding [video content]
• 2.2.2.1 Coding: Creating a coding category

View all 18

2.3 Management Information (admin only) 12

• 2.3.1 Invoices
• 2.3.1.1 Invoices: View an invoice
• 2.3.1.2 Invoices: Download an individual invoice
• 2.3.1.3 Invoices: Download all invoices
• 2.3.1.4 Invoices: View invoices by company

View all 12