🌍 Global Settings

Financial Year Start, First Day of Working Week, Timezone.  All of these impact the day-to-day use of Pipeliner from Target Settings through to the Appointment Timezone Checker (for Business and Enterprise Customers).

📧 Email Settings

When using the background email capture option, by default email file attachments are not uploaded into your Pipeliner database when the email is copied into Pipeliner (you can still access them from the original email, of course). If you do want attachments to be saved into Pipeliner, and accessible from the Feeds tab, enable the options here and specify a file size limit if you choose (this can be helpful to prevent large presentation files being uploaded, for example).

📎 Attachments Settings

You can limit the size of files attached to the Documents tab of a record in the same way as you can for email file attachments and can also specify file types that cannot be attached. There’s a list already populated for you with the obviously dangerous file types already excluded!

Related Articles/Next Steps

Did this answer your question?