Expo - Settings

Settings are customized by selecting the settings to be used according to the company's preference from the General Settings menu.

The color of the application is saved by selecting the preferred color.

The application can be customized by defining phases with Use Phase Feature.

Can create status definitions under Stages with Use Status Feature.

With the feature of parsing the application according to my companies, all records can be defined to companies other than the default company.

If stage definitions are desired to be used; A new stage is added after the Use Stage Feature feature is turned on from the settings.

Control in the relevant area can be limited by granting authorization to users.

Adding a Stage Definition

A new stage is added by entering and saving information such as Stage Name/Description/Sequence.

If situation definitions are desired to be used; The new status is added after the Use Status Feature feature is turned on from the settings. Control in the relevant area can be limited by granting authorization to users.

Adding New Status

A new situation is added by entering and saving information such as Stage / Status Title / Description / Sequence.

Having certain authorities in the company is an important element that increases organizational efficiency and workflow. Delegation ensures a clear distribution of tasks and responsibilities.

On the Authorized Users screen, users are registered by giving them the necessary permissions.