1stBase Help

The following window is displayed when you select System - Global System Settings from the Maint Menu.

The settings made in this window determine how 1stBase operates in a network environment. In a single user, non-networked, environment then the Global Settings can only affect operation on this PC

1stBase also has a Local System Settings window that determines how the system operates on an individual PC..

Esc Key Action: Determines what happens when you press the Esc key from either the Notes or KeyFields windows.
Team/Group/Area Must Be Set: Customer Record Validation: If selected then 1stBase will not accept a blank entry for this item in the customer record.
Set Incept Date To Current.. If selected then the Incept Date is automatically set to the current date when you add a new customer record.
Only Supervisor Can Edit.. If selected then contract expiry date can only be edited by users with Supervisor access level.
Log Appointments: If selected and you make or change a customer appointment then 1stBase will automatically add an event note to the customer notes.
Machine List Shows... Modifier for the list of machines shown against each customer. Allows you to show/hide the list of machine attachments (zip brush, rug renovator etc.) and/or warranty expiry date

Show Records For.. When 1stBase starts up it automatically displays a list of Hot Customers. When a hot customer is set 'Hot' it is flagged against the user that set that status. This setting determines whether the Hot Customer window shows every hot customer or just the ones set by the current user.
Timer Interval: If this setting is greater than zero then the Hot Customer window will be displayed every x minutes.

Operator Name: if selected then the users name is printed at the top of each report
Log Letters: If selected a log entry will be made to the customer notes when a letter is printed.
Log Emails: If selected a log entry will be made to the customer notes when an email is sent.
Log Customer Reports: If set then a log entry will be made to the customer notes when a short or long form report is printed.