Basic System Setup

Below are some basic steps for setting up your new JForce CRM. Please hover over a number to read the corresponding help text.

Show Help
Choosing yes on this radio button will provide you with sample help text on the majority of your list views. This will not show if there are any items created in that section already.
Document Path
Enter the path for your document repository here. This is NOT the project repository.
Currency
Choose your site currency from the dropdown.
Tax Rates
Enter your standard tax rates for quoting and invoicing. Notice you can add these dynamically with the 'Add Tax' link.
Owner Company
Enter your main company information here. This will show on the bottom of quotes, and invoices and other areas throughout the system.
Categories
These categories are used throughout the site for any place not handled by specific categories (as see on other tabs).