How to Configure Application Settings

OneMerge Training – How to Configure Application Settings

The purpose of this article is to provide step-by-step instructions on how to configure the default Application Settings within OneMerge.

Option 1 – Guided Setup

To configure the default Application Settings, follow these steps:

  1. From the OneMerge Application Home Page, click Guided Setup in the footer.
  2. On the first screen select the Setup Action Manage Application Settings, and click the Next button (as shown below).
  3. On the next screen, the default Application Settings are displayed which can be retained as they are or amended. Click the Save button.
  4. The next screen should show a success message, click the Finish button.
  5. The changes can be verified either in Guided Setup or by following the steps in Option 2.

 

Option 2 – Custom Settings

To configure the default Application Settings, follow these steps:

  1. Open the Salesforce Setup menu.
  2. Select Custom Code>Custom Settings.
  3. Click on the Manage link next to App Settings.
  4. Click the Edit button.
  5. Change the default settings as required, click on the Save button (as shown below).

Article last reviewed: 2024-10-04