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

Permissions Required

To access the "System Customization" module, you will need to have the appropriate permission. Those permissions are as follows: 

You must have the "System Administrator" checkbox.

You must also have the "Manage System Customization" permission.

Navigate to System Customization

Once you have the appropriate permissions, navigate to "Settings" and "System Customization."

A new window will open that has your System Customization options.


Back to top of page