Knowledge Base

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Within the Database area of the Configuration Landing Page you can:

  • Create new databases
  • Control access grants to existing databases
  • Rename databases
  • View Databases that may be in differing states i.e. currently unavailable/archived*
  • Change the login domain for a database
  • Manage your storage usage for your account
  • Set the Prefixes and Numbering of record types
  • Export your Database to SQL.
  • Other Settings (not limited to the below):
    • Changing how Party Relationships are displayed
    • Controlling how Supplier Orders can be created
    • Changing the discount calculation for transaction documents

*An archived database can take up to 30 minutes to become "available" again, due to the processes that occur behind the scenes to bring the Database back to a Live state - please be patient when waiting for an Archived database to be made available

Related content

What databases settings you can apply, and what each of them do, including how discount is applied to line items, how Sales Leads are converted, if the primary contact is displayed on meetings etc.

A step by step guide on how you copy a process from one database to another, normally used in the case where a process has been tested on a test database before applying to the live one.