6. Configuring Application Settings

After the CT Pharma package installation, creating the additional remote site, and assigning the CT Pharma licenses, profiles and permission sets to users, manage the Global record of Application Settings or create a new one if you want to specify more than one marketing cycle.

To manage the Global record of Application Settings or create a new one, you can customize sets of data in the CT Pharma Control Panel or follow these steps:

  1. Go to Setup→ Custom Code → Custom Settings → click Manage next to Application Settings.

  2. Click Edit next to the Global record, or click New to create a new record.

  3. Specify the required parameters.

    • Read the description of each parameter here.

    • It is necessary to update records of Application Settings in case of using new divisions.

  4. Click Save.

The setup is complete.

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