You will need to configure options on different Tabs depending on which modules of Information Manager you are running. Refer to each section for details.
Setup Document Management Link
The options you choose on the Information Manager Options form determine how your Information Manager system operates and the types of data that it stores and displays. You can also use the form after setup to review your entries and, as needed, change most of them.
| I/M Option Tab | All Modules | Notes | Optional Tables | Document Management Link | Report Runner |
| Contact | √ | ||||
| Notes/DML Hotkey | √ | √ | |||
| Notes Categories | √ | ||||
| Report Runner | √ | ||||
| √ | |||||
| Sup. Data | √ | ||||
| SharePoint | √ | ||||
| Updates | √ |
For Details on the Options fields and controls, refer to Information Manager Options Form - Overview
