Friday, January 29, 2010

How to chage the system defaults within CSI Applications

1. Click on System Setup and Edit System Default Controls


2. Type in the Organization Address press Tab
3. Type in the City, State, and Zip
4. At this point any of the other fields may also be filled out.
5. When all desired fields are filled in with your organizations information click Save and then close this window.

Note: If at any time it is noticed that the organizational information is incorrect on a report or bill format then the information is incorrect on this screen and should be updated. (This holds true unless the report is hard coded and the report does not pull from this table. If this is the case contact support for assistance.)

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