Options
In the Options screen, you define settings that are valid for the whole system, specifically for freetext searches, time zones, number allocation, and labels. Most companies do not need to alter the default settings supplied with SuperOffice CRM. However, if you do need to change them, use the Options screen.
Tabs in the Options screen
| Tab | Description | Read more |
|---|---|---|
| Free-text search | Here you can manage how the free-text search function works in SuperOffice CRM. | Free-text search |
| Time zones | Here you can manage time zone functionality. | Time zones |
| Number allocation | Specify here a start number for the Number fields in the Company screen, Project screen, Sale screen and the contact card, and for document templates. | Number allocation |
| Labels | Here you can change the name of specific fields in SuperOffice CRM. | Labels |
| Customer languages | Here you can configure the customer languages, making it easy to communicate with customers in different languages. You can also set up category names in SuperOffice Customer Centre. | Customer languages |
🛈 Note
If your organization has a licence for SAINT, the Options screen also contains the Status monitors tab.