Custom Settings and Configuration Options
1min
ELTON utilizes Custom Settings to configure various functionalities and features, allowing for tailoring the system to your specific needs and workflows.
Note: These settings are modified using Salesforce Setup. However, to ensure proper implementation and avoid potential issues, contact AccountAbility Solutions for help in modifying these settings.
- Loan management
- Adding additional date fields to loan records.
- Enabling changes to record ownership during loan and return processes.
- Recording billing or shipping addresses on accounts associated with loans.
- Equipment management
- Configuring the equipment calendar and its color scheme.
- Mobile app
- Controlling the display of tabs and additional fields within the mobile app.
- Hiding specific assignment or loan selection options (user, contact, account, or opportunity) on the mobile app.
- Integrations
- Enabling custom object integrations.
- Loan processing
- Allowing recording of return shipment information before the actual loan return.
- Configuring automatic equipment reassignment at loan start or return.
- Label printing
- Defining the content and field mapping for equipment labels.
- Automation
- Enabling automatic equipment assignment upon addition or cloning.
- Configuring field sets for copying data from requests to reservations.
- Specifying fields to be updated on the "Assign," "Reserve," and "Loan" Visualforce (VF) pages.
- Controlling triggers are used to maintain consistency between assignment and loan data on equipment records.
- Data validation
- Setting validation rules to prevent or allow past dates for loans and reservations.
- Consumables
- Enabling the use of consumable records.
- Configuring whether consumable quantities can go negative.
- Request management
- Controlling default margin settings (before and after) for request dates, globally or by user.
- Inventory management
- Allowing reservations of inactive equipment.
- Specifying equipment statuses that permit reservations.