The Settings app is the control centre of iSuite. Every option that changes how an app behaves for the whole company is set here.

Open the settings

1. From the main menu, open Settings.
2. The left column lists every installed app. Click an app name to jump to its options.
3. After changing an option, click Save at the top of the page. Changes are not applied until you save.

Add a language

1. Go to Settings ‣ General Settings ‣ Languages and click Add Languages.
2. Choose the language (for example French or Spanish) and click Add.
3. Each user can then pick their own language in My Preferences (click your avatar, top right).

Turn on developer mode

Developer mode shows technical menus and field names. Use it only when you need it.

1. In Settings, scroll to the bottom and click Activate the developer mode.
2. To leave it, click the bug icon in the top bar and choose Deactivate.

iSuite can run several companies in a single database. Each company keeps its own address, currency, taxes and accounting, while sharing contacts and products if you wish.

Edit your company details

1. Go to Settings ‣ General Settings ‣ Companies and click Update Info.
2. Fill in the legal name, address, tax ID, phone, email and logo. These details appear on quotations, invoices and other printed documents.
3. Click Save.

Add another company

1. Go to Settings ‣ General Settings ‣ Companies ‣ Manage Companies and click New.
2. Enter the company name, currency and address, then save.
3. Open each user who should work in the new company and add it in the Allowed Companies field.

Switch between companies

When a user has access to more than one company, a company selector appears at the top right of the screen. Tick one or several companies to see their data.

Each person who logs in needs a user account. The account decides which apps the person can open and what they are allowed to do inside them.

Create a user

1. Go to Settings ‣ Users & Companies ‣ Users and click New.
2. Enter the person's name and email address. The email is also the login.
3. Save. iSuite sends an invitation email so the person can choose a password.

Set access rights

On the user form, the Access Rights tab lists each app with a level, for example:

• User: can create and work on their own records.
• Administrator: can see everything in the app and change its settings.

Leave an app blank if the person must not see it at all.

User types

• Internal user: an employee who works in the back office. Internal users count towards your subscription.
• Portal user: a customer or vendor who only sees their own documents (quotations, invoices, tickets) through the website portal.

Deactivate a user

When someone leaves, open their user, click the gear icon (Actions) and choose Archive. Their history is kept, but they can no longer log in.

Products are shared by Sales, Purchase, Inventory and Accounting. Setting them up correctly once saves time everywhere else.

Create a product

1. Open Sales ‣ Products ‣ Products (or the same menu in Inventory or Purchase) and click New.
2. Enter the product name and choose the Product Type:
   • Goods: a physical item. Tick Track Inventory to follow its stock.
   • Service: work or time that is not stocked.
   • Combo: a bundle of several products sold together.
3. Fill in the Sales Price, Cost and Customer Taxes.
4. Add a picture and an internal reference (SKU) if you use them. Save.

Units of measure

Turn on Inventory ‣ Settings ‣ Units of Measure to sell by piece but buy by box, for example. Each product then has a sales unit and a purchase unit.

Product variants

For products that exist in several sizes or colours, enable Sales ‣ Settings ‣ Variants. Then, on the product, open the Attributes & Variants tab and add the attributes (for example Size: S, M, L). iSuite creates one variant for each combination.

You can move data in and out of iSuite with spreadsheet files (.xlsx or .csv). This is the fastest way to load contacts, products or opening balances.

Export records

1. Open a list view, for example Contacts in list mode.
2. Tick the records to export (tick the top box to select all).
3. Click Actions ‣ Export, choose the fields you need and click Export.

Import records

1. Open the list view of the records you want to load.
2. Click the gear icon next to the page title and choose Import records.
3. Click Download Template if you need an example file, fill it in, then click Upload File.
4. Check that each column of your file is matched to the right iSuite field.
5. Click Test first. If no errors are shown, click Import.

Update existing records

Export the records with the ID column included, change the values in the file, then import it again. iSuite uses the ID to update the existing records instead of creating duplicates.

Every list and kanban view has the same search bar. Learning it once makes every app faster to use.

Search

Type a word in the search bar. A small menu proposes where to look (for example Search Customer for: …). Press Enter or click the line you want.

Filter

Click the arrow at the right of the search bar to open the panel:

• Filters: ready-made filters such as My Quotations or Late. You can also click Add Custom Filter to build your own rule.
• Group By: group records, for example by salesperson or by month.

Several filters and groupings can be combined.

Save a search as a favourite

1. Set up the search, filters and grouping you need.
2. In the same panel, under Favorites, click Save current search.
3. Give it a name. Tick Default filter to open the view with it every time, or Shared to make it available to other users.

The chatter is the area on the right (or at the bottom) of most records. It keeps the full history of the record: messages, notes, changes and scheduled tasks.

Send a message or log a note

• Send message: the text is emailed to all the record's followers, including the customer if they follow it.
• Log note: internal only. Customers never see it. Type @ followed by a name to notify a colleague.

Followers

Click the people icon to see who follows the record and add or remove followers. Followers receive the messages and updates posted on the record.

Schedule an activity

1. Click Activities in the chatter.
2. Choose a type (call, email, meeting, to-do), a due date and the person responsible.
3. Click Schedule. The activity appears on the record and in the clock icon of the top bar.

When the task is done, click Mark Done and add a short feedback note.