Note: The following topic is for Premium Mobile administrators.
To configure General Settings for this Premium Mobile instance, perform the following steps:
1. From the Organize tab in your Tool Bar, click Client Settings.
2. In the Client Settings menu, click the General Settings link.
3. In the General Settings area:
a. Add or edit your information using the radio buttons, drop-down lists, and text boxes.
b. To change the product name from Premium Mobile, update the Client Banner Title.
c. If the Use enhanced filtering for Departments property is set to Yes, advanced search widget is displayed instead of regular Department drop-down list, through out the application.
d. To add Company Messages to the Home page, click the Edit link to open the Client Home Page Messages screen. Select the display Language from the drop-down list, enter company and/or system message titles, enter your company and/or system messages, and click the Save button.
e. To administer Employee User Agreement information, click the Edit link to open the Wireless Policy Review & Acceptance Settings screen. Select the display Language from the drop-down list, use the tools to configure wireless policy and acceptance, and click the Save button.
f. Do one of the following to display contact information in the footer across the application:
1. Set Contact URL Enabled field to Yes.
The Contact URL and Contact Description fields are enabled.
2. In the Contact URL and Contact Description fields, enter relevant information.
Or,
1. Set Contact URL Enabled field to No.
The Contact for Support field is enabled.
2. In the Contact for Support field, specify a valid email address.
h. Set Home Page Currency Selector Enabled to Yes if you want to display Currency Selector drop down on the report widget (Home Page).
i. Set Remove Mangling Character from All Exports to Yes, if you do not want to include space after each value in the CSV or Excel export file. By default, this option is set to No.
You can export records in CSV format from Employee, Service, Asset, Carrier
account charges, Cost Analyzer, Analyze Department, Cost Controller>Activity
Details, Cost Controller>Call Details, Analyze> Activity Investigator,
User Account Charges, Company Device Catalog, Company Plan Catalog, Fulfilment
policies pages.
j. Set Excel Export Limit Enabled to 'Yes' if you want to configure the number of records exported in to Excel.
The Excel Export Limit field is enabled.
k. In the Excel Export Limit field, specify the number of records that users can export directly into Excel. For example, if you specify 10000, users can export up to 10000 records.
Note: Ensure that the Excel export limit is greater than 1000 but less than 1000000.
l. If the Use enhanced filtering for Models property is set to Yes, advanced search widget is displayed instead of regular Models drop-down list on order checkout page. This is suggest box for existing models dropdown for easy searching of the models from the dropdown during order checkout page – existing device cases.
m. Number of Models to display in Enhanced filtering for Models property is determine how many models to displays under Models suggest box. Default value is 100, but we can change this to any number greater than 10 but less than 1000.
n. Search Type for Enhanced filtering for Models property is determine which type of search to be used during filtering of the models in the suggest box. Default value is Both, Other values are Starts with Search and Separate word search. If both is selected, then it will first search the filter text with starts with search - model name – starts with – user entered filter text then that model is selected for display. and then followed by Separate word search to fill up number of models selected to displayed in the suggest box.
o. Click Save.
