Cyclos functional setup & configuration

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The following points normally need attention.

  • Define monetary model
  • Create & check custom fields (profile, loan, advertisements)
  • Setup accounts, transaction types, loans, contributions, taxes & fees
  • Setup admininstrator, member and broker groups permissions
  • Make category list for the advertisements
  • Configure the system settings (security, mailing, logging, access)

transaction password (on what accounts/groups), login name = username?, generated user names? transaction number?, layout, logo etc