To access Settings tab, Press Ctrl + Shift + S OR Click Application –> Settings menu.
Choose your number label set. See Number Control.
Set the month in which your financial year starts. This is a key field for various analysis like Lead Analysis.
Choose your preferred date format.
Specify the number of search results (rows) per page. Example: If you select 25, for every search, 25 rows be displayed at a time in the 'Search Result' grids.
Number of days for Next 'N' days. If N is set to 25, Next 'N' Days menu will read as 'Next 25 Days'. Value of N can be between 1 and 2000.
Number of days for Past 'N' days. If N is set to 60, Past 'N' Days menu will read as 'Past 60 Days'. Value of N can be between 1 and 2000.
Year for which lead analysis is sought. Example: To analyze leads for the year 2005, select 2005.
Example 2: Analyze leads between 1st April 2005 and 31st March 2006. Select 2005 in 'Lead Analysis for the Year' combo. Select 'Apr' in 'Fin. Year Starts In' combo.
Year for which Issue Resolution (IR) analysis is sought.
Year for which contract analysis is sought.
Year for which Service Call Analysis is sought.
Year for which Target Versus Actual Analysis is sought.
After you change Settings, ensure you save the settings.
Saves current settings. Settings will be 'remembered' for later use.
Refreshes the current settings.
When you press fetch, Business Manager will fetch the earliest and latest date for analysis. It'll then extract the year from these dates and populate them in the pull down.
Example: Press fetch button for 'IR Analysis for the Year'. Business Manager will fetch earliest and latest issue years for Issue Resolution Analysis.
These settings are required to send Emails from Business Manager.
Consult your System Administrator/ Internet Service Provider (ISP) fro more details.
'Send Test Mail' will help you test your settings.