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  • Client Code is the instance you are connecting to.  Normally you will be provided with a client code to use.
    • Super User is only used by Developers
    • I am a developer checkbox is only used by Developers
  • URL is the url the forms will try to connect to and is filled in by the client code
  • Configuration is the default account to use
    • Production 

      • is the production system used by your business

    • Test

      • The test system may have new features in it so you can run tests of improvements going into the system.  
      • Some things may not work and new features may not be finished - this is the reason for a test system - so you can check new features or train users.
      • The data in test is a copy from live.  We refresh this data on a regular basis simply by copying the live database to test.
      • Emails from the test system are diverted at the last possible moment to system administrators - this ensures the email system works ok and that your customers/suppliers do not get emails while people are testing
      • The only way to get an email from the system directly is to use "Send test to self" from Entering Email Templates

Proxy Tab

is used by developers

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Used to identify possible keyboards or other devices like bar code scanners that could be used for data entry that are connected to your machine - see Setting up Barcode Scanners