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Settings

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Created by Camille Marshall, last modified on Aug 15, 2017

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This page contains sections for each Ubersmith Settings section.

Global Settings

Global Settings - Client Interface

Global Settings - Customization

Global Settings - Getting Started

Global Settings - Integrations

Global Settings - Your Company

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Clients

Clients Settings - Billing and Payment

Clients Settings - Clients

Clients Settings - Communications

Clients Settings - Services

Clients Settings - Taxes

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Support

Configuring Additional Email Addresses for Ticket Submissions

Configuring Staff and Client Avatars

Configuring Ticket Activity Notifications

Configuring Ticket Types

Deleting Support Tickets

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Devices

Adding Custom Device Fields

Adding Custom Location Fields

Adding Device Group and Device Type Modules

Adding Device Types

Adding Locations

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Sales & Orders

Adding Opportunity Stages

Adding Opportunity Types

Adding Order Forms

Adding Service Agreements

Configuring Quotes and Contracts

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