Build – Creating a Configuration

A Build in the SolutionView Admin groups together all the essential details that define your operational setup. Think of it as a comprehensive package of settings for your business.

Each Build configuration comprises the following:

• About Us: Information about your company.
• Accounting Details: Your financial and billing information.
• Contract Details: Standard contract terms and conditions.
• Pricing: Your product or service pricing structures.
• Meetings: Settings related to scheduling and managing appointments.
• Email & Text Messaging: Configuration for automated communications.
• Distribution List: Contact lists for sending out information.
• Document Packet: Collections of forms and documents.

This allows for different configurations to be assigned for separate locations/branches. 

Where is this located?

1. From the navigation in App Configuration, click on the drop-down that will show options. 
2. Click on Build to open the Configuration page.

Configuration Editor

1. Configuration - This button creates a new configuration that you can customize   
2. Any available configuration can be edited by clicking the pencil.  

Editing and Creating Configurations  

1. Name: This is where you would fill in a new name for this configuration, or it will show the name of the one you are editing.
2. Assigning to different areas configuration: For each of these app features, select the variation.
   • When nothing has been created, it will automatically be set to default. 
   • For example, re: Company Info: The dropdown will show any variation you have built. If a company has multiple locations, there may be alternate versions of company info with differing addresses and contact information. The version of company info desired for this configuration should be selected.
3. Save: After selecting the wanted forms for this configuration, you will click Save