My Shortcuts

There is a set of shortcuts that link to each item on this settings page. You can customize your own set of shortcuts, up to 12. Next to each item on the page, there’s a bookmark icon (solid if saved as a shortcut, hollow/empty if not saved), and an information icon (roll over it to see more detail about the item).

Insights

This section displays high level information about the Module, such as Logins (Last 30 days), Data Flow (Last 30 days) and other summary data points. You can click the graphs to enlarge, and refresh the data.

All the settings are grouped by category:

Module Setup

This currently includes basic settings such as the Module name.

Module Content 

Manage content-related items such as statuses, text replacements, categories and units; as well as field setup, activity types, note types and attachment types.

User Account Management 

Manage In-processing settings, and handling the moving/transferring of people.

Template Management 

(Performance Module only) Manage template related options.

System Logs and Reporting

For monitoring activity, configuration and logging.

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Version(s): GideonSoft 2024 Release 3 or later