The system customization tool allows you to further customize specific areas of BestNotes. Several areas of BestNotes can be customized within this tool. Here are a few examples:

  • Calendar
  • Contacts
  • Documentation
  • Modules
  • Reports

To access the "System Customization" module, you need to log in with the "sysadmin" login, or you will need be a "System Administrator" user and have the appropriate permissions. 

To set up a user to use the "System Customization", follow these steps:

  1. Navigate to the "User Details" screen of the user you would like to give access.
  2. Make sure the "System Administrator" checkbox is checked.
  3. Give the user the "Manage System Customization" permission located in the "Settings" permissions.
  4. Select "Save."

Once you have the appropriate permission, you will see the "System Customization" button within the "Settings" area.

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