Directories
The "Directories" section is designed for configuring and managing directories in the Brainysoft system. Directories are a key tool for the correct operation of the software, as they contain the necessary data for performing various operations.
Purpose of Directories
Directories are used to store structured data that is applied in the process of working with clients, contracts, payments, and other system objects. They allow you to:
- Simplify data entry through the use of predefined values.
- Ensure data uniformity in the system.
- Automate processes through the integration of directories with Brainysoft functionality.
Main Topics of the Section
1. Creating and Configuring Directories
Description of the process of creating new directories and configuring their parameters. Includes adding fields, setting up display rules and required values.
2. Using Directories in Work
Instructions for using directories in various system modules, such as client management, contracts, loans, and deposits.
3. Integrating Directories with External Systems
Step-by-step guide for integrating directories with external services, such as payment systems.