The Setup module gives you control over preferences, user settings, class creation, some application-wide settings, application settings such as file locations, and automated responses to certain types of queries. You can control what theme a user sees (look and feel) as well as the organization they belong to, automation settings—even the stationery they use. The Setup module is where you create your class types which can be linked to online catalogs when you also purchase web interface modules.
- Create class types and details
- Manage user options
- Create and manage templates, merge letters, and linked templates
- Set application-wide preferences including file locations, graphics, stationery, and licenses
- Create and edit application-wide organization settings such as address, name, logo, telephone number, and email