- General Tab
- System Settings
- Zoho Reports
- Foster Care System Link
- Custom Side Menu
- Revision Tracking
- Related Topics
This article is meant to provide you with details on the General Tab in Organizational Preferences.
Hover over System Settings and click on “System Configuration”.
Image: “System Configuration Access Screen”
Be sure to begin in “Edit Mode”, by clicking on the “Edit” button at the top of the screen.
Image: “System Configuration: General Tab Access Screen”
Save your changes/additions/edits by clicking on “Save” button at the top of the screen.
Image: “System Configuration-General Tab: System Settings”
|App Header Text|
|NAB File Path|
|NAB Group Prefix|
|Log Replica ID|
|File Detach Dir.|
|Inbox Import Dir.|
|First Month in Contract Year|
|Case Workspace Column|
|ER Monthly Billing Email(s)|
Image: “System Configuration-General Tab: Zoho Reports”
|Database Name||Name of the database that will display in Zoho Reports|
|Db Owner (Email)||Email address of the database owner|
|Username (Email)||Username email address used to login to Zoho|
|Password||Password used to login to Zoho|
|Custom Columns||Create Custom Columns to use in Zoho|
|Upload Started||Date and time the last sync to Zoho started|
|Upload Finished||Date and time the last sync to Zoho finished|
Foster Care System Link
If your agency has a Foster Care module in extendedReach as well, the two will be linked together in this section. This enables caseworkers to work in both modules and transfer cases. extendedReach staff will link the modules together – the information in these fields do not need to be modified by anyone at the agency.
Image: “System Configuration-General Tab: Foster Care System Link”
Custom Side Menu
Use the Custom Side Menu field to add links to the side menu on the main workspace screen under Custom. Use the format “title | URL” to add links.
Image: “System Configuration-General Tab: Custom Side Menu”
Revision tracking allows users to track specific changes made to a case via the Case File. This could be client name changes, address change, caseworker change, rate change, etc. Use the format “group-title | field-title | field-name | prompt for date”. For the Prompt for Date field, enter in a 1 if you want to track the date the change was made; if you do not want to track the date of the change, enter in a 0.
Image: “System Configuration-General Tab: Revision Tracking”
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