BusinessMan Live Help

  FileMaker Business Software For Mac Compatible Software FileMaker Business Software For Windows Compatible Software

Settings

Settings

  • Company Address Details
  • Company Logo
  • Module Set-up
  • Default Paper Size
  • Document Management Path

Summary

The Settings Module is where you configure BusinessMan. This Module is only accessible if you have the user privleges to do so.

Features

  • Set-up company details
  • SMS Configuration
  • Email Configuration
  • Configure Document management location
  • Scheduler Configuration

Screen shots

Menu

Menu: Main Menu with navigation

Open image in new windowOpen in New Window

FileMaker CRM Menu Software Template

Menu

System settings for configuring BusinessMan.

Open image in new windowOpen in New Window

FileMaker CRM Menu Software Template

Settings Document Locations

An example of a settings page. This one shows the document paths for different modules that use document management.

Open image in new windowOpen in New Window

FileMaker CRM Settings Document Locations Software Template

Settings Admin

The administrator settings can be changed here including system users and staff.

Open image in new windowOpen in New Window

FileMaker CRM Settings Admin Software Template

Settings Documents

The documents added to the settings module. Installation notes and other system wide documents can be stored here.

Open image in new windowOpen in New Window

FileMaker CRM Settings Documents Software Template

Settings Email

Prune email which will remove all email not relating to an existing contact.
You can also set plain text and HTML signatures in this area.

Open image in new windowOpen in New Window

FileMaker CRM Settings Email Software Template

Settings Modules

In this area you can set the custom names for each module along with other module specific settings.

Open image in new windowOpen in New Window

FileMaker CRM Settings Modules Software Template

Settings Plugins

Here you can view all of the plugins needed for BusinessMan and if you currently have them installed.

Open image in new windowOpen in New Window

FileMaker CRM Settings Plugins Software Template

Settings SMS

SMS Configuration

Open image in new windowOpen in New Window

FileMaker CRM Settings SMS Software Template

Settings Web Access

Allow staff and customers to view their data online.

Open image in new windowOpen in New Window

FileMaker CRM Settings Web Access Software Template

Settings Overview

The system settings area incorporates all the fundamentals that you need for the configuration of businessman, including your company details, company documents, which are available to all system users through their my desk area which will be covered later, e-mail system configuration, SMS system configuration, basic job settings and the plug-in management. We have used plug-ins to enhance the capabilities of the system. Should they fail to install automatically they can exported and installed manually from here.



Help

BusinessMan dedicated help center:

FileMaker Business Alliance
FileMaker Certified Developer

Computech IT Services Ltd are certified FileMaker Pro Software Developers and are a member of the FileMaker Business Alliance. BusinessMan is a complete Business Management solution incorporating CRM Software, FileMaker Scheduling and booking software, FileMaker timesheet and Job management software, FileMaker Templates and Order processing software for your business. BusinessMan is your only complete Business Software for Mac and Windows.