Customize date format and default settings

Default settings provide a standardized starting point for users, reducing the need for manual configuration.

To navigate to the Default Setting:

• In your sBizzl account, go to the Settings menu at the top right corner.
• ate to Company > Profile > General menu option.
• Default settings allow users to personalize their experience by setting preferences such as date format, language, week start day, currency, and more.
  

• Only the system owner has permission to access and modify these settings. Configuring the date format allows the system owner to customize how dates are displayed within the system.
• The owner can specify their preferred date format (e.g., MM/DD/YYYY, DD/MM/YYYY, YYYY-MM-DD).
• Choose the preferred date format from the dropdown menu based on personal preference or organizational standards.

• Only the system owner has permission to access and modify these settings. 

• Currency settings can vary based on regional conventions and organizational preferences.

• Configuring the currency allows the system owner to customize how currency values are displayed within the system.

• The system owner will see a dropdown menu with various currency options. Choose the preferred currency from the dropdown menu based on personal preference or organizational standards.

• Only the system owner has permission to access and modify these settings.

• Defining the week start day allows the system owner to specify which day marks the beginning of the week for timesheet purposes.
• This setting helps ensure consistency in timesheet reporting and scheduling activities.
• Choose the preferred starting day of the week from the dropdown menu based on organizational requirements or personal preference.

• Only the system owner has permission to access and modify these settings.

• The weighing unit used for displaying weight can be set to either Pounds (Lb) or Kilograms (Kg) based on user preference.

• By default, the weighing unit is set to pounds, but users can change it to kilograms based on their preference.

• The weighing unit displays weight in outbound shipments, packing processes, and box measurements, ensuring accurate and consistent tracking.

• Click on the dropdown so users can easily change the weighing unit between pounds and kilograms with just one selection.

• Users can access and modify their language preferences independently.
  

• Selecting the preferred language allows users to interact with the application interface in their native or preferred language.

• This customization enhances user experience and accessibility for users across different language preferences.
• Choose from a list of supported languages to customize the user experience.

• Only the system owner has permission to access and modify this setting.
  

• The default customer type setting allows the system owner to specify the default classification for newly added customers.

• This streamlines the customer creation process and ensures that all users adhere to consistent data entry practices.

• Once the default customer type is configured, newly added customers will be automatically categorized according to the selected default.

• This eliminates the need for users to manually specify the customer type for each new entry, saving time and reducing errors.

• Only the system owner has permission to access and modify this setting.

• Enabling the task code display option adds a column for task codes to the task lists in both deal tasks and project tasks.
• Task codes provide a unique identifier for tasks, facilitating the organization and tracking of tasks within projects or deals.

• Only the system owner has permission to access and modify this setting.

• Automatic job execution allows the system to periodically check for customers without any associated deals or projects and automatically activate or inactivate them based on predefined criteria.