Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 4 Next »

Organisation Preferences is where you can adjust settings that apply across your organisation.

Several features have to be enabled from Organisation Preferences. E.g.

  • Contact Numbering

  • SMS Messaging

  • Email Messaging

  • Skills

  • Contact Flags

  • Signposting

  • Referral Pages

Watch the walkthrough

Explanation video: https://www.loom.com/share/f4ac4b1d202241db99b711894f493cef

How to access Organisation Preferences

  1. Go to More in the top menu

  2. Select Control Panel

  3. Scroll down until you see Preferences

  4. Click the button

  5. You arrive on Organisation Preferences

  6. From here you can edit a range of settings

  7. Once done, press Save at the bottom of the page

  8. You are then returned to the Control Panel

  • No labels