General Configurations

Toolbox

• Toolbox Introduction
• Toolbox To-Do's
• Toolbox Contacts
• Toolbox Projects
• Toolbox Object Classes

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Custom Fields

• What are Custom Fields?
• How to create a new Custom Field?
• Custom Field Permissions and Confidential Fields
• Types of Custom Fields
• Custom Field Widget: Table

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Users Setup

• How to set up Users on the Server

Object Setup

• Icon library
• Adding Custom Icons for Self-hosted Servers
• How to setup and use Booking Object Custom Fields
• Server Setup: Objects tab & setup
• Use Groups to load a bunch of people into a Hourline, Object or Personnel Tree

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Booking Setup

• Bookings Settings (Server Application Setup)
• Timereport & Task Settings (Server Application Setup)

Projects Setup

• General Project Settings
• Project Views and Filters
• Project folder format
• Project Numbers
• Web Visibility - define what Project Bookings are visible for Web Users

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Contacts Setup

• How to import contacts from CSV file?
• Additional Contact settings

Financial Setup

• General financial settings
• Invoice related settings
• Budget settings
• Financial report settings
• Purchase Order and Incoming Invoice settings

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Cirkus Integration

• Using Cirkus with farmerswife
• farmerswife - Cirkus Integration