User Settings

To customise your individual system preferences, head to Your Settings in the main menu:

Main Menu > Your Company > Your Settings > Settings Options > User Settings

Simply click Edit to modify any of the following options:

Dialogue settings

In BE the windows that pop up on your screen are called Dialogues (sometimes referred to as Modals).

You can choose how these windows behave and close, allowing you to tailor the interface to your preferred workflow.

Autosave settings

You can decide whether you want your quotes to Autosave automatically or if you prefer to manually control when they are saved.

Autosave: If you enable this, you can specify exactly how often the system saves your changes (e.g., every 5 minutes).

Default: Manual save.