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About Settings

The Settings tab allows administrators to configure global settings, manage role types and relationship options, establish connection information to ERP systems, and set up additional fields throughout the application.

Tip: A search box is available on the left, at the top of the Settings tab to search for a specific setting throughout all available ones.

Note: When configuration files are merged, there sometimes may be inconsistencies between the configuration files and the switches on the page. In these cases, an error message will appear about the conflict. If clicking Resolve does not fix the problem, disable the switch, save the settings, and re-enable it.