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Note

Italicized terms represent clickable icons on the specific screen being discussed.

Terms in blue are links to additional information about the described functionality. 

You must be signed into CallPotential's web version as an Administrator to access the Settings icon and define variables at the location level.

Access

  • (A) Settings icon - Click to access all available administrative settings.

  • (B) Locations - Click to access the complete list of locations.
  • (C) Edit icon - Click to edit a specific location’s settings.

  • (D) Location Details - After clicking a specific location’s edit icon, this will be selected by default.
  • (E) Edit Variables - Click to access the Override Variables popup and edit location variables. Note: Depending on your property management software, you may need to scroll to the bottom of the page to access this.


Define Variables

  • (F) Variable Override - Enter the new variable value that will override the custom variable at the selected location.
  • (G) Confirm - Click to apply edits and close the Override Variables popup. Note: You will still need to scroll to the top of the page and click Save to finish the process.
  • (H) Cancel - Click to discard any edits made and close the Override Variables popup.


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