Setup This section covers conceptual information, procedures, and field descriptions for all setup-related workspaces. Related Topics:Absence Submenu You can manage vacation calendars, absence types, and employee teams in the web client. Workspaces supporting these features are available under the Absence submenu. Access Control Submenu Use the workspaces under this submenu to perform access control setup and update these settings as needed. Conversations Submenu Use the workspaces under the Conversations submenu to view conversations and configure conversation types. CRM Submenu Use the workspaces under this submenu to create and manage event flow types, event plans, and opportunity types, and maintain CRM-related system parameters and popup fields. Document Archives Submenu Use the workspaces under this submenu to store, access, and manage documents attached to different records in Maconomy. Notifications Submenu Workspaces that support the creation and configuration of notifications and email alerts are available under this submenu. E-Forms Submenu You can use customized e-forms with different field types to accommodate various requirements within your company, such as storing additional information on jobs. Workspaces that support the creation and maintenance of e-forms are available under this submenu. Fixed Assets Submenu Import Submenu Use the workspaces under this submenu to work with simple import programs as well as data import packages. Job Cost Submenu Various workspaces are available under this submenu to help you set up and configure job cost in the web client. Sales Orders Submenu Notes Submenu Use the workspaces under this submenu to create and maintain notes and note types. System Setup Submenu Various workspaces are available under this submenu to help you perform basic system set up in the web client. HomeSetup
Setup This section covers conceptual information, procedures, and field descriptions for all setup-related workspaces. Related Topics:Absence Submenu You can manage vacation calendars, absence types, and employee teams in the web client. Workspaces supporting these features are available under the Absence submenu. Access Control Submenu Use the workspaces under this submenu to perform access control setup and update these settings as needed. Conversations Submenu Use the workspaces under the Conversations submenu to view conversations and configure conversation types. CRM Submenu Use the workspaces under this submenu to create and manage event flow types, event plans, and opportunity types, and maintain CRM-related system parameters and popup fields. Document Archives Submenu Use the workspaces under this submenu to store, access, and manage documents attached to different records in Maconomy. Notifications Submenu Workspaces that support the creation and configuration of notifications and email alerts are available under this submenu. E-Forms Submenu You can use customized e-forms with different field types to accommodate various requirements within your company, such as storing additional information on jobs. Workspaces that support the creation and maintenance of e-forms are available under this submenu. Fixed Assets Submenu Import Submenu Use the workspaces under this submenu to work with simple import programs as well as data import packages. Job Cost Submenu Various workspaces are available under this submenu to help you set up and configure job cost in the web client. Sales Orders Submenu Notes Submenu Use the workspaces under this submenu to create and maintain notes and note types. System Setup Submenu Various workspaces are available under this submenu to help you perform basic system set up in the web client. HomeSetup