Settings Overview

Almost all areas can be configured with various settings by going to the section, e.g. Projects and clicking on the cog icon.

The page will generally list the following…

General Settings

A list of settings for that area

Lookups & Fields

For populating drop down lists and select options

Custom Fields

Extend Devi with your own groups and input fields to suit your business

Triggers

Trigger an email, notification or slack message on certain conditions, e.g. a project was created

Templates

Generate document templates quickly and mail merge them with your data