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:
- Navigate to the "User Details" screen of the user you would like to give access.
- Make sure the "System Administrator" checkbox is checked.
- Give the user the "Manage System Customization" permission located in the "Settings" permissions.
- Select "Save."
Once you have the appropriate permission, you will see the "System Customization" button within the "Settings" area.