さまざまな設定を構成する方法は？

ここでは、ChetsPMS ツールの設定を構成する方法についての完全なガイドを紹介します。

1. 会社概要

会社の詳細を効率的に更新するには、次の手順に従ってください。

• 名前:会社の正式名称を入力します。

• 短縮名:該当する場合は、会社名の短縮版を入力してください。

• 電子メール:連絡用の会社の電子メール アドレスを更新します。

• 電話:会社の連絡先電話番号を入力します。

• ウェブサイト:会社のウェブサイトの URL を更新します。

• 住所:会社の実際の住所を入力します。

• さらに、毎日の作業レポートの電子メール通知を受信するには、「毎日の作業レポートの電子メール」を設定に追加してください。
  
  

これらの手順に従うことで、会社の情報が正確かつ最新であることを簡単に確認できると同時に、重要な毎日の作業レポートの通知も有効にすることができます。

2. システム設定

   
   

包括的なシステム設定により、ChetsPMS エクスペリエンスのカスタマイズは簡単です。次のフィールドを使用して、ニーズにぴったり合うように設定を調整します。

• 言語: 14 種類の組み込み言語から選択して、好みの言語で ChetsPMS を操作します。

• 通貨記号:現地通貨に合わせて通貨記号を定義します。

• 通貨 ISO コード:金融取引を正確に表すために、通貨の ISO コードを指定します。

• 日付形式:地域の慣例に合わせて日付形式をカスタマイズします。

• 時間形式:時間管理の好みに合わせて、12 時間形式と 24 時間形式を選択します。

• タイムゾーン:現在地を正確に反映するようにタイムゾーンを設定します。

ChetsPMS の直感的なシステム設定により、ユーザー体験のカスタマイズがこれまでになく簡単になりました。ChetsPMS を正確な仕様に合わせて微調整し、ニーズに合わせたシームレスなナビゲーションをお楽しみください。

3. テーマ設定

   
   

To change your company logo, sidebar logo, and favicon in the system's theme settings, follow these steps:

• Company Logo: Upload your company's logo image to replace the current one displayed in the system's header.

• Sidebar Logo: Upload a logo image specifically designed for the sidebar, ensuring it fits appropriately and maintains clarity.

• Favicon: Upload a favicon image to represent your company's branding in web browser tabs and bookmarks.
  
  

By updating these theme settings with your company's logos and favicon, you can ensure consistent branding and visual representation across the system, enhancing recognition and professionalism.

4. Email

To configure your email settings effectively, please follow these steps:

• Mail Protocol: Specify the protocol used for sending emails (e.g., SMTP).

• Mail Host: Enter the hostname of your email server (e.g., smtp.example.com).

• Mail Port: Provide the port number used for email communication (e.g., 587 for TLS).

• Mail Username: Enter the username required for authenticating with your email server.

• Mail Password: Provide the password associated with the email username for authentication.

• Mail Encryption: Choose the encryption method for secure email transmission (e.g., TLS or SSL).

• Mail From Address: Set the default email address that will appear in the "From" field when sending emails.

• Mail From Name: Specify the name that will be displayed alongside the "From" email address.
  
  
  

• Test Email Feature: Use the Send Test Mail button to verify your email configuration. Enter an email address in the provided field to send a test message, ensuring that your settings are correct and functional.

  
  

By completing these steps, you will ensure that your email settings are properly configured for reliable communication, allowing your team to send and receive emails seamlessly.

5. Email Templates

To modify the content of email templates and include dynamic variables for personalized subject lines and messages, follow these steps:

• Subject: Customize the subject line of the email template to include dynamic variables such as {USERNAME}, {COMPANY_NAME}, etc. These variables will be replaced with actual user-specific or system-specific values when the email is sent.

• Message: Modify the body of the email template to include dynamic variables for personalized messages. Incorporate placeholders such as {USERNAME}, {COMPANY_NAME}, etc., which will be replaced with relevant information based on the recipient or system context.
  
  

By leveraging dynamic variables within email templates, you can tailor communications to individual users or situations, enhancing engagement and relevance.

6. Email Notification

   
   

To manage email notifications for specific modules, follow these steps:

• Access the Email Notifications section in your system settings.

• You will find a list of modules for which email notifications can be configured. These may include:

• Create User or Client

• Change Email

• Announcement

• Meeting

• Project

• Project CoCo

• task

• Overdue Reminder

• Estimate

• Invoice

• Payment

• Campaign

• Leave

• Toggle the settings for each module to turn email notifications on or off based on your requirements.

• Save the changes to update your email notification preferences.

By customizing email notification settings for individual modules, you can tailor your communication preferences and stay updated on specific activities relevant to your workflow.

7. Custom Fields

   
   

You have the flexibility to create unlimited custom fields tailored to your requirements for the projects, tasks, and leads modules. Here's how you can manage them effectively:

• Creation: Generate custom fields according to your specific needs within the projects, tasks, and leads modules. These custom fields allow you to capture and organize additional information relevant to your workflow.

• Activation: Activate or deactivate custom fields using the action button to control their visibility within the modules. Only active custom fields will be displayed in the projects, tasks, and leads modules, ensuring clarity and efficiency.

• Editing: Modify the properties or configurations of custom fields as needed. You can adjust labels, data types, default values, and other parameters to align with evolving requirements.

• Deletion: Remove obsolete or redundant custom fields by deleting them from the system. This helps streamline data management and prevents clutter in your interface.
  
  

By managing custom fields dynamically, you can tailor your system to accommodate evolving needs and capture relevant information effectively across projects, tasks, and leads modules.

8. Slack

   
   

• Sign in to Slack: Visit the Slack website and sign in to your account using your credentials.

• Create Workspace: If you don't have a workspace yet, create one by clicking on "Create a workspace" and following the on-screen instructions.

• Create an App Inside the Workspace: Once you're signed in to your workspace, navigate to the "Apps" section.

• Create New App: Click on "Create New App" to initiate the process of creating a new app for your workspace.

• Select "From Scratch": Choose the option to create the app from scratch to have full control over its configuration.

• Name the App & Choose Workspace: Give your app a descriptive name that reflects its purpose. Select the workspace where you want to install the app.

• Activate Incoming Webhooks: In your app's settings, locate the "Incoming Webhooks" section. Activate Incoming Webhooks to enable your app to receive messages from external services.
  
  

By following these steps, you'll be able to set up a Slack integration, create a new app within your workspace, and activate Incoming Webhooks to facilitate communication between your app and Slack.

9. Menu Allocation

   
   

Customize your sidebar menu according to your preferences with ease using the following features:

• Drag and Drop: Click and drag the menu items to rearrange their position within the sidebar. This intuitive action allows you to organize the menu according to your preferred order.

• Activate/Inactive: Enable or disable menu items by dragging and dropping them. Simply move the menu item to the desired section of the sidebar to activate or deactivate it.
  
  

By utilizing the drag-and-drop functionality, you can effortlessly adjust the layout and content of your sidebar menu, ensuring easy access to the most relevant features and functionalities based on your style and workflow requirements.

10. Task Type

    
    

Enhance your task management by creating dynamic task types tailored to your specific needs. Follow these steps to create and customize task types:

• Create New task Types: Generate multiple task types based on your requirements. These task types can represent different categories or classifications of tasks within your system.

• Customize Name, Color, and Icon: Modify the name, color, and icon of each created task type to distinguish them visually and make them easily identifiable. Choose descriptive names, distinct colors, and appropriate icons to reflect the nature of each task type effectively.

• System Default task Types: Note that while you can customize the created task types, you cannot modify the default task types provided by the system. These default types serve as standard categories within the task management framework.
  
  

By creating and customizing multiple dynamic task types, you can effectively categorize and prioritize tasks according to their nature, facilitating streamlined task management and resolution processes.

11. Zoom Meeting

    
    

Set Zoom Meeting Credentials

• Configure Zoom meeting credentials by providing the following information:

• Client Key: Unique identifier provided by Zoom to authenticate your application.

• Client Secret: Secret key provided by Zoom to authorize access to your account.

• Account ID: Your Zoom account's unique identifier.

• Profile Email: Email associated with your Zoom account for identification purposes.

Status for Zoom Meeting

• Activate or deactivate Zoom meeting integration as needed to control access and functionality within the meeting module.

  
  

Zoom 会議の資格情報を設定することで、会議モジュールとのシームレスな統合が可能になり、ユーザーはシステム内で直接 Zoom 会議をスケジュール、ホスト、管理できるようになります。

12. オープンAI

    
    

次の情報を指定して OpenAI 統合を構成します。

• キー: OpenAI が提供する、サービスへのアクセスを認証および承認するための固有の API キー。

• モデル: GPT-3 や GPT-4 など、応答またはコンテンツの生成に使用するモデルを指定します。

• 画像モデル: 該当する場合は、画像の生成または処理に使用するモデルを入力します。

• OpenAI 統合のステータス: OpenAI 統合を有効または無効にして、アプリケーション内のアクセスと機能を制御します。この統合により、ユーザーはシステム内で直接、コンテンツ生成、データ分析などのタスクに OpenAI の機能を活用できます。
  

  
  OpenAI 資格情報を設定すると、OpenAI の強力な言語モデルとのシームレスなやり取りが可能になり、ワークフローと生産性が向上します。

この包括的なガイドでは、ChetsPMS ツール統合内のさまざまな設定の構成について説明します。ユーザーは、各側面を効率的に管理およびカスタマイズして、プラットフォームを特定のビジネス ニーズに合わせて調整し、操作を効率的に合理化できます。