Options

Enables a firm to set their own personalisations to HowNow

Firm Details
Name: Enter the name of your organisation – e.g. ABC Partners. This will be the name displayed at the top of the HowNow main screen and embedded in merge do...
Tue, 7 Mar, 2017 at 11:08 AM
System Settings
This area is accessed from >File > Options Log-on Guest User Disabled: Only select this checkbox once HowNow has been set-up. When this checkb...
Thu, 1 Nov, 2018 at 11:58 AM
Home Tab
This area is accessed from File > Options. The Home Tab only displays documents from the Knowledge area of HowNow. Enable HowNow Home Tab: This f...
Tue, 30 May, 2017 at 8:42 AM
Knowledge & Contacts Tab
This area is accessed from File > Options Knowledge Management Force Revision Note on Edit: Check this option to force a note to be entered wh...
Tue, 30 May, 2017 at 8:45 AM
Records Tab
This area is accessed from File > Options Setup Mode: Check this option to disable all record storage operations while the Records module is bein...
Wed, 1 Nov, 2017 at 11:54 AM
Workflow Tab
This area is accessed from File > Options Name for 'Job': The text entered here will be used instead of the word 'Job' wherev...
Tue, 30 May, 2017 at 8:58 AM
HowNow Portal
This area is accessed from File > Options If you have HowNow Portal connected to HowNow, a Portal administrator's details needs to be entere...
Tue, 30 May, 2017 at 9:03 AM
Alerts
This area is accessed from File > Options Alerts are available as reminders about items that require action. Alerts Enabled: check this box to...
Tue, 30 May, 2017 at 9:06 AM
Updates
This area is accessed from File > Options Business Fitness Login Details Website Username: Enter the username that has been provided duri...
Tue, 30 May, 2017 at 9:12 AM
Server Settings and Add-in Defaults
Email or Print SMTP Server: Enter the name of your email SMTP server. This setting is used by the Email or Print function to send email.
Tue, 7 Mar, 2017 at 12:24 PM