Organization Settings - Global Settings ⚙️

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Why This Matters to Your Business 🧠

The Global Settings in Movegistics 5.0 help tailor how your team interacts with the system’s search and filtering features. By customizing what appears in global search results and enabling modules like Work Requests, Estimates, Payments, or Contacts, you can streamline how users find the information they need. This creates a faster, more focused workflow across your organization.

✅ What This Means for You:

• Faster search results with detailed information at a glance

• More accurate lookups to improve daily efficiency

• Customizable search parameters so you only see what matters

👉 Whether you're managing a large team or simply want to reduce clutter for new hires, properly setting up Global Settings can enhance usability and improve team productivity.

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How to Access and Configure Global Settings 🛠️

1. Click the gear icon in the upper-right corner of your Movegistics screen.

2. From the Settings menu, click Organization.

3. Select the Global Settings tab.

4. In the Global Settings panel:

   • Use the toggle to enable smart filtering for Work Requests.

   • Select which modules to include in Global Search. These may include:

     • Leads

     • Contacts

     • Estimates

     • Payments

     • Documents

5. After making changes, click Update to save your preferences.

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Best Practices ✅

• Only include modules in global search that your team regularly uses.

• Enable Work Request smart filtering if your coordinators need quicker access to filtered job data.

• Revisit these settings as your team structure or process changes.

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For further assistance with configuring Global Settings or deciding what modules to include, reach out to us at [e-mail].