Settings & Customization

API

• API New Beta Lookup Update
• Centerbase Developer's API

Security

• Grouped Record Types
• Controlling Access to Billing Data
• Making Items Read Only, Restricting Edit or other Permissions

User Settings

• User Settings Overview
• Definitions for User Security Permissions in the Web
• Replacing a User (Windows Administrative Tool)
• How to Manage User Security Permissions in the Web

Configuring Billing Settings

• Bill Templates Workshop
• How to Set a Default Rate Table
• Bill Template Planning and Tips
• Bill Template Column Customization
• Bill/Invoice Template Editor
• Flipped Task & Activity Codes in Your Ebilling Template

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Web Version Customization

• Setting Records Inactive and Active
• Item Manager in the Web
• Customizing Grid Columns On Record Lists
• Turning Related Items into Individual Tabs
• Centerbase Item Types
• Unable to Save Form Layouts on Items

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System Settings

• User Profiles
• Finding Item and Field Types for Custom Items
• How to Manage Column Width on Grid Views
• System Settings Overview
• Navigation Bar Settings (Web)
• System Health

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System Utilities

• Copy Field Values using System Utility
• Setting Originators on Matters using System Utility
• Trust Transaction Utility

Windows Administrative Tool

• Auto-Naming with the Item Manager.
• Adding New Fields with the Windows Admin Tool (PC Client)
• Windows Administrative Tool
• Definition of Lookup Field Options
• Tagging Fields
• Windows Admin Tool - Item Manager Fields out of Date

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