How to Navigate and Edit Each Setup Table

The first step is to customize Virtus Flow tables to familiarize yourself with the platform's structure.

Everything that you need to know about Virtus Flow user customization is here. These sections are to help you add the internal parts of making up the building blocks of each section.

Access the Setup page from the left menu - gear icon.

You now have access to all Virtus Flow's configuration tables!

We suggest you follow the following sequence (but you can jump the tables that you don't need for your configuration). Keep in mind, we pre-set many of these options for you before giving you access; but feel free to delete all the examples that are not relevant.

Suggested order:

1. System Configuration

System configuration tables allow you to change vital initial aspects of the system configurations. You can add a company logo, change the language, etc. Again, most of these will be pre-set for you but you can make adjustments or request changes as needed.

2. Email Settings

The email settings table allows for the configuration of different default emails, settings, or shared emails.

3. Internal Companies

The internal companies section allows you to easily view all the Internal Companies and their internal information. This information pulls the information from processes run earlier, saving the Company Information, any Vendor Information, and Banking Information.

4. Internal Resources

The Internal Resources page allows us to add fields that will appear inside the Resources inside workflows. By adding them in these sections, they will appear to be used in the dropdown fields of the Internal Resources (for example, internal contacts).

5. External Resources

The External Resources settings page allows you to control all of the preset information for External Contacts. This allows for specified fields according to your company needs and who you do business with. You can also customize multiple tables to specify your needs. 

6. Projects

The Projects section helps you to specify your needs relating to the Projects and add things like new project typologies, categories, and and time report typologies.

7. Documents

The Documents section allows you to add more specific document types depending on the type of business you typically do.

8. Tickets

The Tickets section allows you to add new typologies, topics, and custom tables.