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

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Menu

System settings for configuring BusinessMan.

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Settings Document Locations

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

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Settings Admin

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

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Settings Documents

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

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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.

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Settings Modules

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

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Settings Plugins

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

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Settings SMS

SMS Configuration

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Settings Web Access

Allow staff and customers to view their data online.

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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:

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.