General System Settings Form
Use the General System Settings form to establish settings used across your company, such as automatic numbering and audit trail options.
Related Topics:
- Display the General System Settings Form
You display the General System Settings from in General Configuration. - Lookups Tab of General System Settings Form
Use the Lookups tab to configure lookups, dashboards, and Info Center grid views. - Email Tab of General System Settings Form
Use the Email tab to configure system-wide options for sending email messages for alerts or errors. - Servers Tab of General System Settings Form
Use the Servers tab to configure process queues and application servers. - Labels Tab of General System Settings Form
Use the Labels tab to rename key fields to reflect the terminology used in your industry or firm. The new names display on forms, fields, reports, and so on. - Numbering Tab of General System Settings Form
Use the Numbering tab of General System Settings to view the current formats for your firm's record identification numbers, and to set up auto numbering for records. - XE.Com Rates Tab of General System Settings Form
If you use the Multicurrency feature, you can schedule and automate the updating of exchange rates. Deltek partners with XE.com, an online foreign exchange tools and services company, to supply up-to-date exchange rates to Vision users. After you establish a contract and payment process with XE.com, you can use the XE.com Rates tab of General System Settings to enter configuration settings. - Document Management Tab of General System Settings Form
Use the Document Management tab to enable the Document Management feature and convert SharePoint document links to URL file links. When you add or modify information on this tab, you must save it. When you save it, the SharePoint server entered in the Server field becomes the active SharePoint server for Vision. - Audit Trail Tab of General System Settings Form
Use the Audit Trail tab to enable and set up the Audit Trail feature. - Azure Active Directory Tab of General System Settings Form
Use this tab to enter settings that will interface with Microsoft Azure Active Directory (Azure AD) to provide single sign-on for the Vision cloud offering, Deltek First Vision Essentials, or on-premise Vision. - Miscellaneous Tab of General System Settings Form
Use the Miscellaneous tab of General System Settings to enter various system-wide settings, including enabling workflow logs and instant messaging, setting polling intervals for alerts, and setting the default font for the Text Editor.
Parent Topic: Fields and Options