Settings & Customization

API

• Centerbase Developer's API DOC
• 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

• How to bill for only fees or expenses?
• How to add an exception to a rate table?
• Bill Templates Workshop
• How to Set a Default Rate Table
• Bill Template Planning and Tips
• Bill Template Column Customization

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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

See all 11 articles

System Settings

• Changing File Names after their generation
• Configuring the Navigation Bar
• How to Grant Access to System Settings
• Consolidated Bill Web Copy
• User Profiles
• Finding Item and Field Types for Custom Items

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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

• Configuring the Centerbase Mobile App
• Accessing Charts in the Admin 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

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