From 637830622eaca3ddea54702b0e2f90c4d9457c78 Mon Sep 17 00:00:00 2001 From: John Cardinal Date: Tue, 23 Nov 2021 21:56:36 +0000 Subject: [PATCH] --- docs/8.0/ayanova/docs/adm-global-settings.md | 32 ++++++++++++++++++++ 1 file changed, 32 insertions(+) diff --git a/docs/8.0/ayanova/docs/adm-global-settings.md b/docs/8.0/ayanova/docs/adm-global-settings.md index e254e4a1..8fdd9aa0 100644 --- a/docs/8.0/ayanova/docs/adm-global-settings.md +++ b/docs/8.0/ayanova/docs/adm-global-settings.md @@ -54,8 +54,40 @@ The order for what source is used to set the Complete by date automatically is: ## Company information settings +Enter your company contact information here. The stock AyaNova report templates will use the values here for various reports. + ## User interface settings +### Business logos + +This button will take you to the business logo upload form where you can upload various sized logos. +Log's are displayed on login forms and the stock AyaNova [report templates](ay-report-edit.md) if set. +You do not _need_ to upload a logo however it's strongly recommended if you are going to give your Customers access to AyaNova so they are confident they are in the right place. + +A good starting point for sizes are: + +- Small 150 pixels wide by 50 pixels high +- Medium 300 pixels wide by 100 pixels high +- Large 600 pixels wide by 100 pixels high + +However it's not mandatory they be those sizes or formats, it's what is used in testing and development so most likely to fit properly. + +The small logo is the most commonly used on reports and the small and medium are most commonly used for the login form logo dependent on the size of the device's screen in use. +The large is not currently used for any stock report templates however it's available to any report template if required. + +### Select list templates + +Searchable [select lists](ay-start-form-select-list.md) are used throughout AyaNova for areas where you need to select another AyaNova object on a form, for example selecting a Customer on a Work order or a Part on a Purchase Order. This button will take you to the select list templates form where you can configure what information is displayed in select lists for each object type depending upon your specific requirements. The templates allow you to control which fields from the source object are displayed and searched in that type of objects selection lists. + +Note that this setting affects select lists only for searching and identification purposes, not how names of objects are displayed generally in AyaNova forms or on reports. These templates are for the Users to help them more quickly select objects. + +Select list templates are Global and apply to *all* users of AyaNova. + +In the template form you can select the sources of information that are displayed in each select list and the order in which they are displayed. You can also turn on or off [Tags](ay-start-form-tags.md) for each object. + +The fields you select will also be searched when typing search characters into a selection list to limit the list to the desired selection. + + ## Customer access settings This section controls the rights granted to [Customer type Users](cust-contacts.md) (known as **"Contacts"**) who log into AyaNova using their Customer Contact AyaNova User account for self service options.