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Introduction to Settings in the CRM Module

Settings concerned with Hansa's contact and time management tools are located in the CRM module. To access them, use the Modules menu to enter the CRM module and then select 'Settings' from the File menu or click [Settings] in the Master Control panel. The 'Settings' list opens, listing the settings to be found in the CRM module:

To edit a setting, ensure you are in the CRM module using the Modules menu and click the [Settings] button in the Master Control panel or select 'Settings' from the File menu. The list shown above appears. Then, double-click the relevant item in the list.