Amending Configuration Values

Custom Settings

To edit PSA custom settings, from Setup, click Develop | Custom Settings. For further information about modifying custom settings, see the Salesforce Help.

Configuration Groups

To edit a PSA configuration setting in a configuration groupA collection of configuration options contained in the configuration groups tab that defines behaviour of a FinancialForce PSA object or feature.:

  1. Click the Configuration Group tab.
  2. Click the configuration group name of the group that contains the settings you want to change.
  3. Click the name of the configuration option you want to change.
  4. Edit the value that you want to change.
    Note
    Do not add or delete values unless advised to do so by your FinancialForce.com consultant.

Concept Information

Administrator Guide

Custom Columns Overview

Managing Configuration

Setting up Accounts and Opportunities

Actuals

App Log

About Contacts and Resources

Currency

Overrides

Permission Controls

Rate Cards

Regions, Practices and Groups

Managing Profiles, Security and Sharing

About Time Periods, Work Calendars and Holidays

Work Queue Manager

Field Sets

Setting up the Application

Reference Materials

Configuration Settings

© 2009-2015 FinancialForce.com, inc All rights reserved. FinancialForce and FinancialForce.com are registered trademarks, and the FinancialForce.com logo is a trademark. Other product names appearing herein may be trademarks.
This document contains proprietary information of FinancialForce.com, inc and its licensors, and is subject to change without notice.