System Logo, System Features, and Payment Gateway

Before you put your system in action, it is important that you set first the following:

System logo – The symbol or brand found in the header area of the system’s interface.  We strongly advise you to use your own logo for this will help your company build and spread its corporate identity.

System Features – The system properties that can be directly turned on or off

  1. Invoice Feature – Once activated, clients can see other invoices from same company.
  2. Time Tracking Feature – Once activated, PM and analysts can add time entry.
  3. Start of the week – Choose either from Sunday or Monday.
  4. Email notifications – With this option ON, users can receive email notifications informing them of the changes inside their accounts such as updates to cases, credit card transactions, etc.
  5. Set case priority to Emergency if case is reopened – With this option ON, reopened cases will automatically get an Emergency priority.
  6. Billing Information – With this option ON, analysts can see the projects’ Billing Info through the Projects tab.

Payment Gateway – An e-commerce application service provider that authorizes payments for transactions made online.  It is used in ChangeRequest to allow the clients to pay an invoice via Credit Card or Paypal during a one-time payment and recurring transactions. Before they become available in your system, the payment gateway information should be provided first.

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To set your system logo, system features and payment gateway, do the following:

  1. Go to Settings > System Settings > General.
  2. In the System Logo area: Click on the Upload new logo button to select the image. The logo image should be in GIF or JPG format and should not be larger than 400 x 80 pixels.
  3. In the System Features area: Select the option/s that you want to apply in the system.
  4. In the Authorize and Paypal Information area: Provide the payment gateway information being asked. You can acquire this information when you register on a payment gateway website (e.g., https://www.paypal.com, http://www.authorize.net).
  5. Click on the Save Changes button.

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