Pages
- System Manager Tutorials
- Company License and Registration
- Login
- Signatures
- i21 Menu Header
- Home Menu - Favorites
- Master Menu
- How to Update Global Configuration Database
- How to Update Origin Companies
- User
- User Roles
- How to Add User Role Type
- How to Duplicate a User Role
- How to Enable Administrator Rights in User Role
- How to Export a User Role
- How to Import a User Role
- How to Restrict Company Locations Permissions on a User Role
- How to Setup Control Permissions
- How to Setup Sub-Roles
- How to Setup the Screen Permissions
- How to Update then Apply User Role to a User
- Locked Records
- Emails
- Custom Tab Designer
- Languages
- Letters
- Modules
- Security Policies
- Company Configuration
- Company Configuration System Manager Details Tab Fields
- How to Add Keyboard Shortcuts
- How to Add Pricing Levels
- How to Configure Company Setup
- How to Configure Credit Card Processing
- How to Configure Default Rate Types
- How to Configure Unrealized Gain or Loss
- How to Create a Copy of the Existing Company Database
- How to Create a Fresh Company Database
- How to Disable Origin Integration
- How to Enable Origin Integration
- How to Set the Default Fields
- How to Setup Multi-Company Replication
- How to Setup SMTP Email Settings
- How to Upload a Company Logo for Reports
- How to Setup Logo for Reports
- Configure the report Logo Header
- Configure the Attachment Logo Header
- Logo Size and Configuration
- Report Labels
- Screen Labels
- Starting Numbers
- Announcements
- File Downloads
- Imports and Conversions
- License Types
- Company Locations
- SM Recurring Transactions
- Batch Posting
- VoIPstudio Settings
- Calendar
- How to Add a Calendar Event from any Module
- How to Add an Event directly in Common Info's Calendar
- How to Add Existing Public Calendars
- How to Create Public and Private Calendars
- How to Delete a Calendar Event
- How to Download a Calendar
- How to Drill into Event's Transaction Screen
- How to Invite Attendees to a Calendar Event
- How to Remove Invitation
- Currency
- Currency Exchange Rate Types
- Currency Exchange Rates
- Cities
- Country
- Freight Terms
- Lines of Business
- Payment Methods
- Purchasing Groups
- Report Messages
- Terms
- Approval List
- Approvals
- Approver Configuration
- Approver Groups
- Tax Classes
- Tax Codes
- Tax Groups
- SM Usability
- Ship Via [OBSOLETE]
- Zip Code [OBSOLETE]
- Tax Group Masters [OBSOLETE]
- Tax Types [OBSOLETE]
- Common Info - Reminder List [OBSOLETE]
- Intercompany Transaction Configuration
Overview
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