General PMS Setup

The "General" section of the PMS "Setup," allows you to determine some general default settings for the Project Management module.

Here, you can select a default customer contact type which will be used in searching for contacts within the CRM and assigning tasks or projects to particular customers, unless you specify otherwise.

This section also allows you to set a default time zone, which will be displayed in your "Time Zone" bar and used to determine all times within the system.