In the "Settings" section, the basic parameters of the CRM portal are set, and reference books necessary for working in the system are created.
To work with a section, select "Settings" in the main menu, and then select the desired subsection:
- General settings- organization data, SMS and IP telephony settings, tariff and balance information.
- My profile - active user profile settings.
- Application - generation of a directory of application statuses for events.
- Games - creation of reference books necessary to describe the games held in the club.
- Payment - setting up loyalty programs, tariffs and forms of payment.
- Cash - creating a directory of expense types.
- Clients - generation of directories necessary for classifying club clients.
- Employees - setting up parameters for CRM system users and club employees.
- Equipment - generation of reference books necessary for the classification of gaming equipment.
- Products - creating a directory of product categories.
- Other services - creating a directory of additional services provided by the club.
- Mailmail - setting up mailing parameters for employees and clients.