The "Configuration" menu should only be accessible to your ProgressionLIVE account administrators.
You will find all information regarding your account, such as configuring taxes, in this section.
Important: We strongly recommend against making changes in the following sections without first discussing it with your ProgressionLIVE project manager or with technical support. The changes could have a serious impact on your account.
Table of Contents
This section lets you upload files to your account. The files will then be usable when creating tasks.
Example: Upload a comprehensive service offer for your clients that will eventually be attached to all "Quote" type tasks.
You will find all your task types in this section. You can configure them, change their name or prefix, their underlying form, etc.
Important: We strongly recommend against making changes in the following sections without first discussing it with ProgressionLIVE your project manager or with technical support.
In this section, you can create entities (tasks, products, customers, etc.) that can contain dynamic fields adapted to your needs. Forms are created in this section. Advanced training, however, is needed to create your own forms and apply them in your account.
In this section, you can create tags that will help in your searches in ProgressionLIVE.
Examples of tags: "Territory A" and "Territory B"
You could add those tags to each of your tasks, which would group them into Territory A or B. This would make it easy to display your tasks one territory at a time.
In this section, you can configure the lists (pull-down menus) appearing in your task fields.
In this section, you can manage and configure properties. For example, you can determine which fields cannot be left blank in the tasks. Or, you can make the signature field compulsory for certain kinds of task. You can also configure default values for selected fields.
This section is normally reserved for the programmers. It contains automated actions specific to your ProgressionLIVE account.
This section is normally reserved for the programmers and project managers.
It is where access rights for each role (administrator, dispatcher, client, etc.) are configured.
This section is normally reserved for the programmers.
It contains the list of standard and custom reports.
In this section, you can add or change tax configurations associated with a client, task, product or category of products.
Click "Add" to create a new tax, then enter its configuration information.
Tax configuration window:
