Settings and Admin
System preferences and other important setup.
By Mykyta and 1 other2 authors14 articles
- Bulk Imports and Exports
- Pilot AI usage credits: spend limits, buying credits and auto-reloadHow Pilot AI uses credits, and how to set a monthly spend limit, buy credits and turn on auto-reload
- Shipping RoutesWhat shipping routes are, how to set them up, and how they're used
- Billing LabsWhat billing labs are, how they work, and when you need another one
- Outsourcing PartnersHow to create and manage outsourcing partners
- App SettingsAvailable configurations to customize Pilot for you
- Domains and EmailsSet up your outbound and inbound emails, authenticate domains to ensure deliverability
- File Management
- SandboxPractice and build your setup in a separate copy of your lab without touching live data
System Customization
How to customize the structure and behavior of Pilot
- Case TagsWhat tags are, how to create them, how to apply them on cases, and how to search for them later
- Custom FieldsWhat custom fields are, what are the different types of custom fields, and how they work
- Dropdown ValuesHow to customize the values in various dropdowns
- PDF TemplatesHow to customize Pilot's PDF Templates
- Email TemplatesHow to create and customize email templates