User Settings

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To enter the User Settings area

 

select the entry from any  Go to ...  menu, OR
from the  Administration  menu while in Start screen.

 

The User Settings section provides many options for customizing TOM.

 

Sub-sections

General / Master data: invoicing data, VAT rates, currencies, number/date format, password protection etc.

Jobs: folder management, job processing options, standard phrases, dropdown lists, database maintenance (jobs/job items)

Serial no.s/ID's: options for the automatic assignment of client/job IDs etc.

E-Mail settings/Address formats: address formats, printing, fonts

Tools: TM pricing and reporting scheme

Sources: price chart, languages/ISO codes, technical fields, article/services list, recurring expenditure items

Forms/Templates: layouts of letters and faxes, text shown on invoices, order confirmations, offers etc., e-mail templates