Group

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Group

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PRIMARY OPERATOR - Please note that in order to protect the integrity and stability of the system, the capabilities mentioned below apply to the Administrator role (primary operator); if you are not the primary operator and you need any changes made to the system that require the use of the following instructions, please contact your primary operator with your request(s).

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Layout

The group settings window provides a means to configure several aspects of the RT services for use specifically within your group of Stations. This window can be accessed from Settings.

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The group details is separated into several tabs; General, Address, Options and Text.

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General

The general tab contains the name of the group, automatic cart assignment settings and more.

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Automatic Cart Assignment

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The automatic cart assignment section configures the feature that provides a means to provide a pool of values that can be used to automatically generate a cart number when creating a new piece of Copy. This section provides the ability to configure whether or not it's active, the pool of values, how the values are determined (numeric or alpha/numeric) and how often (if at all) to recycle expired cart numbers.


CS It is possible to modify the settings related to automatic cart assignment at any time; however, this will not modify any of the existing cart numbers on existing Copy. Existing Copy (cart numbers) will be utilized to determine available cart numbers for new Copy based on the updated configuration.

Settings

There are a lot of optional features available in the RT services. When some of these options are enabled, additional settings may be visible in this section.

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Address

The address tab provides a means to specify the address, phone and logo used when printing order confirmations and statements.

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See Common UI Behaviors.


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CS The logo should also be either a .PNG or .BMP file format which are "loss-less" image formats, .JPG should be avoided as it is "lossy" (meaning that it is more concerned with making the file smaller than it is about the integrity of the image). Additionally, the resize algorithm included in RT is basic; for best results, we highly recommend resizing the image using software specifically designed for graphic editing.


Note: The above information will be used when generating Statements and Confirmations. For Invoices, see Station.

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Options

Although the application does a lot of things as provided "out-of-the-box," it is possible to tweak the behavior of several feature to better fit your particular needs using one or more options. The options that will be visible are determined by which product and add-ons you have.

Enable per contract invoice print count:
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With this option checked it changes the contract page slightly:
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You will notice that the Invoice Type dropdown has shrunk slightly and a new window was added that you can place a number in. This number will be the amount of times you will print said invoice.
EC If you set this number to zero it will not print this contract's invoices if you don't need them printed


★ Not available in Essentials..

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Text

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Provides a means to define (if any) the footer summary text (the section below the bottom line of each page between the date and page number) that will be included on Confirmations and/or Statements.

Each document has its own configuration and accessible via their respective sub-tabs.

Confirmations


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See Confirmations.

Statements


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See Statements.

Table of Contents [Hide/Show]


Group
   Layout
   General
   Address
   Options
   Text