System Config

This is where you can configure Perenso 9 for your company or business use

General - Overview
General Tab The General tab will allow you to set up company or business information such as name, address or phone number. You can configure or update th...
Fri, 14 Sep, 2018 at 2:03 PM
Account Types - Overview
This is where you can configure the settings for Account Types and Account Fields. An Account Type is useful when you want to group your accounts and ...
Fri, 14 Sep, 2018 at 4:24 PM
Account Types - Creating and Editing Account Types
Creating an Account Type To create a new Account Type, click the Create New Type button found in System Config > Account Types. Give your ...
Tue, 30 Jul, 2019 at 3:21 PM
Account Types - Adding an Account Field
Click on System Config > Account Types from the left menu. Choose the Account Type you would like your Account Field to appear in. Go...
Fri, 14 Sep, 2018 at 2:57 PM
Account Types - Adding a Group to an Account Group Field
Click on System Config > Account Types from the left menu. Scroll down the page to search for and click on the Name of the Account Group Fiel...
Fri, 14 Sep, 2018 at 3:01 PM
Account Types - Adding/Removing an Account from being a member of a Group
Summary Membership allows you to associate accounts to a Group within an Account Group Field. If the Account Membership is Manual, on the Membership tab, ...
Fri, 14 Sep, 2018 at 4:15 PM
Visibility Rules - Overview
A visibility rule is a collection of accounts that are based on specified rules. It is used to determine the visibility for things such as Deals, Products...
Fri, 14 Sep, 2018 at 4:29 PM
Visibility Rule - Creating a Visibility Rule
Create a new Visibility Rule  Click on System Config > Visibility Rules. Click on Create New Visibility Rule.  Enter in a Description th...
Tue, 18 Sep, 2018 at 2:24 PM
Product Config - Overview
Product Config is used to configure fields for products. The main features of the page are: Adding a Product Field A product field is use to record the...
Mon, 5 Mar, 2018 at 3:29 PM
Product Config - Adding a Product Field
Click on System Config > Product Config from the left menu. Click on Create New Field. This will load popup screen. In the Field Type...
Tue, 18 Sep, 2018 at 2:49 PM
Product Config - Adding Structure Groups to a Product Structure Field
Summary Product Structures are a way of grouping products into a hierarchical order. They are useful for grouping products in brands and sub brands. Field...
Tue, 18 Sep, 2018 at 3:05 PM
Product Config - Adding a Group to a Product Group Field
Click on System Config > Product Config from the left menu. Click on the Description of the Field type that you want to add products to. ...
Wed, 28 Feb, 2018 at 12:14 PM
Product Config- Adding/Removing a Product from being a Member of a Group
Summary Membership allows you to associate products to a Group within a Product Field. Here, you can either: Move products to another group in the...
Tue, 18 Sep, 2018 at 3:10 PM
User Types - Overview
Here you can: Create a User Type This may help you group users according to their role and provide them with the correct user permissions. Exc...
Tue, 18 Sep, 2018 at 3:22 PM
User Types - Creating a User Type
Summary Perenso offers an option to create different user types. This may help you group users according to their role and provide them with the correct use...
Tue, 18 Sep, 2018 at 3:20 PM
User Types - Include/Exclude Specific Users from Reports
Summary You may want to include or exclude specific users from reports. For example, it makes sense to have Rep's in a Sales Report as they are usua...
Tue, 6 Mar, 2018 at 11:34 AM
User Types - Restricting the editing of existing Call Objectives
Perenso Administrators have the option to allow and prevent editing of completed call objectives based on User Type. There are 2 ways to disallow the ...
Tue, 4 Sep, 2018 at 1:57 PM
Work Calendars - Overview
The main intention of Work Calendars is for reporting. The Work Calendar allows the administrator to set up what days the users are working and how ma...
Tue, 18 Sep, 2018 at 3:26 PM
Work Calendars - Creating and Assigning Work Calendars
Creating a Work Calendar Log into Perenso Administrator and click on System Config > Work Calendars. Click on Add New Work Calendar. ...
Wed, 23 May, 2018 at 4:28 PM
Periods - Overview
On this page, you can create cycles or time frames that relates to your company. These can then be used for reporting purposes. You can view Periods...
Tue, 18 Sep, 2018 at 3:30 PM