Display tab
Other Options
In this tab, customize which
modules appear in the Left pane menu in the web account or in the Sales main screen on mobile: Deals, Quotes, Invoices, Catalog, Packing Slips, Purchase Orders, Contracts.
Reports: when checked,
Staff Activity,
Closed Deals and
Commission reports are accessible in the web interface.
By default, Deals, Quotes, Invoices, Catalog and Reports appear. Packing Slips, Purchase Orders, Contracts need to be selected in this screen to appear in the interface.
Show Dashboard as default screen: in the web account, display the Dashboard first when selecting a module from the Left pane, or if unchecked, display the list of items directly (Deals, Quotes, Invoices, Products,...)
N.B.: Standard users always see the List first, never the Dashboard.
