Additional Configuration Settings
There are many default settings your firm can enter and maintain in the System Settings section of DesignSmart. However, there are additional settings that are set once and then rarely, if ever, changed.
A brief description of the settings is listed below. Only your DesignSmart Project Manager has access to these configuration settings so please contact your Project Manager to schedule a time to review these configuration options in more depth.
| Feature | Options |
|---|---|
| Show all active projects? | When staff log into DesignSmart they can either see all of the active projects or just those that are assigned to them. The designer can still access all projects. |
| Show all active projects in DesignSmart Companion? | If your firm has lots of active projects at one time, it can be easier for designers if this setting is set to “No” so that designers only see the active projects they are assigned to in the Companion. |
| Have DesignSmart auto create sidemarks? | Most firms will have this set to “Yes”, but the option is to enter sidemarks manually. |
| Set as default that all Product Notes and Item Notes are added to purchase orders? | Most firms will have this set to “No”. |
| Sort projects so the newest appear at the top of the list? | Most firms will have this set to “Yes”. |
| Should all template attributes be set to appear in a PO by default? | Most firms will have this set to “Yes”. |
| Should all template attributes be set to appear in a proposal by default? | Most firms will have this set to “No”. |
| Show MSRP fields on the Item Detail View? |
This will cause the MSRP pricing to appear on proposals and invoices along with your pricing. Some residential firms will have this set to “Yes” and others “No”. Most commercial firms will have this set to "No". |
| Show allowance fields on the Item Detail View? | For the most part, residential firms will set this to "Yes" and commercial fields will set this to “No”. |
| If you are using QBO, you will need to indicate if you are going to use Auto Sales Tax or Manual Sales Tax. |