Options



Options can be found in the System toolbar or in the Quick Access Menu and are used to configure how you view and use Bp Allied.
Options
 
Please note: Bp Allied needs to be running as administrator for any changes to Options to write to HKey Local Machine (HKLM). If it is not running as Admin, all user changes in options will write to HKey Current User (HKCU) and only be visible for the logged-in Windows user.
 
If changes in options need to be applied to all users on the computer, please contact Support so that they can assist.
 
1

Appointment Book

1. Appointment Book
Click here to see how to configure the Appointment Book options
2

Calendars

2. Calendars
There are two parts to the calendar options section:
3

Certificates

3. Certificates
This is where all the certificates are installed / attached for a number of services.
4

Client Details

4. Client Details
Click here to see how to configure the Client Details options
Client details screens can also be customised. Click here for details on how to do this.
5

Database Backup

5. Database Backup
Click here to see how to configure your back up options
6

Documents

6. Documents
Click here to see how to configure your document options
7

Error Reporting & Updates

7. Error Reporting & Updates
Click here to see how to configure notification of updates and error reporting
8

Invoices

8. Invoices
Click here to see how to configure your invoice options
9

MailChimp

9. MailChimp
Click here to see how to configure your MailChimp options
10

Financial Exports

10. Financial Exports
Saves the MYOB and Xero Export settings. Click for MYOB here or Xero here to see how to configure your options.
11

Outlook Options

11. Outlook Options
Click here to see how to configure your outlook options
12

Practice Information

12. Practice Information
Click here to see how to configure your Practice Information
13

Reminders

13. Reminders
Click here to see how to configure your SMS or Email reminder settings
14

Secure Messaging

14. Secure Messaging
Click here to see how to configure sending documents using Secure Messaging
15

TYRO Eftpos

15. TYRO Eftpos
Click here to configure integrated TYRO Eftpos
16

User Administration

16. User Administration
Click here to see how to configure your User Access
17

System Options

17. System Options
Access to MPSettings.exe and ability to run system related options.