System Settings

To learn more about a System Setting, click on a link below. 

Can't find a setting?

You may find your System Settings page has fewer links than displayed below. Speak to your eKeeper CRM admin if you need access to a certain setting, but don't have permission.

If you have Administrator access, you can change what settings appear by navigating to User Permission Groups & Set Permissions > Edit.

Product Setup

• Products
• Product Groups
• Policy Types
• Purpose of Loans
• Repayment Methods
• Stages
• Task Statuses 
• Simple Tasks
• Cancellation Reasons
• Secondary Cancellation Reasons
• Case Abandoned Reasons
• Interest Rate Types
• Sources
• Automation Rules
• Product Relationships
• Custom Fields

Manage Your Users

• Users (OLD)
• User Permission Groups & Set Permissions
• User Teams
• Edit Your Details
• Edit Your Company Details
• How to Assign Licence to a User (Maintain MortgageKeeper Licence)
• Maintain Permitted IP Addresses

Customer Setup

• Customer Custom Fields
• Titles

Document Production, Telephony & Texting

• Document Templates

• Letter Groups

• Email Templates
• Email Server Details
• SMS Templates
• List Sent Messages
• SMS Billing Enquiry & SMS Messages Sent
• Telephony Provider 

Customise Your System

• Actions (Case Notes)
• Branches
• Diary Entry Statuses
• Diary Entry Types
• Document Library
• Fact-Find Structure(s)
• Files Categories
• Maintain Birthday Communications
• Participant Clubs
• Participant Types
• Participant Networks
• Participant Firms
• Participant Custom Fields
• Spreadsheet Mappings
• System Settings
• Global Settings
• Search Views
• Supporting Document Categories
• Supporting Document Category Groups
• Supporting Document Phrases
• Supporting Document Statuses
• Supporting Document Custom Fields
• Supporting Document 'From Who' Entries