In the General Settings, you can customize account-wide preferences and configurations to better suit your needs.
Story Fields
Activate and manage fields displayed on the Detailed Entry Mask. The following fields and functions can be managed here:
- The Slug field: Learn more about this feature here.
- The Location field: Check a box to allow a location and address to be specified in the topics/dates.
- Confidentiality: Stories can be marked as confidential. Confidential stories can only be viewed by people who have been assigned a task for that story.
- Notes field (enabled by default).
- Attachments (enabled by default).
Content Fields and Features
Enable and manage content input fields that can be uploaded or entered for stories on the Content tab. A detailed explanation of how to enter content and the different options can be found here.
The following fields and functions can be managed here:
- Headline: Activate a heading field for entering text and define a maximum number of characters.
- Lead: Activate an additional text field for entering a preamble and define a maximum number of characters.
- Text formatting: Activate various options for text formatting.
- Line counter: Activate a line counter for all text fields when entering content.
Pages and Features
Activate Kordiam functions or manage the behavior of overlapping functionalities.
The following fields and functions can be managed here:
- Calendar (enabled by default): The entry of events and separate task appointments as well as the calendar pages can be deactivated.
- Costs: Enables budget control via the entry of standard or individual costs for assignments. You can learn more about this feature here.
- Slack integration: Install the Kordiam app for Slack. Click here for a detailed installation guide.
- Phone link format: Choose which default protocol Kordiam should use when clicking on phone numbers.
- Custom email footer: Enter a text to be displayed at the end of notification emails sent by Kordiam. This can include legal information, links or help text. You can find more information here.
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