# Questions about System Settings
## Question 1. How to add, edit, and delete relationships on Getfly?
To add, edit, or delete customer relationships, follow these instructions:\
\
**Note:** You must have CRM setup permissions to perform these actions.
\
**1. Add a new relationship:**\
\
**Method 1:** Action from the settings screen\
To add a new relationship: Go to Settings → System Configuration → CRM Configuration → Customer → Relationships (Status)→ Create.\
In the add new screen, enter the relationship name, choose the color for the relationship, add a description, and click Add New.
\
**Method 2:** Action from the Customer Management screen\
To add a relationship from the Customer Management screen, go to Customer Journey → Click the plus sign in the corresponding journey to add a new relationship.
2. **Edit the relationship name:**
Go to Settings → System Configuration → CRM Configuration → Customer → Relationships (Status)→ Select the relationship you want to edit, click Edit, modify the relationship name, and click Update.
3. **Delete a relationship:**
To delete relationships in the system: Go to Settings → System Configuration → CRM Configuration → Customer → Relationships (Status)→ Hover over the relationship you want to delete → Click the trash icon to delete it.
**Note:**
* The relationship must not contain any customers (both active and deleted) to be deleted.
* The first system relationship cannot be deleted.
* Deleted relationships will be stored in the Deleted tab and can be restored if needed
## Question 2. How to set up code generation rules on Getfly?
Getfly allows you to automatically generate codes for various objects, such as:
* Customer Code
* Fund Transfer Code
* Employee Code
* Task Code
* Payment Voucher Code
* Receipt Voucher Code
* Temporary Advance Request Code
* Reimbursement Request Code
* Payment Request Code
To set up, you need permission to access Role Management.
Steps to set up automatic codes:
**Step 1: Access Settings:**
* Log in to your Getfly account.
* Click the Settings icon (gear icon) in the top left corner of the screen.
* In the System Configuration tab, select Code Generation Rules.
**Step 2: Edit Code Type:**
* From the list of code types, choose the one you want to edit (e.g., Customer Code).
* Click the Edit button.
* Here, you can change the Code Type Name and select the Number of Code Segments.
**Step 3: Set Up Code Generation Rules:**
* Click the gear icon to open detailed setup options.
* For each segment, you need to set the following parameters:
Length: The number of characters for the segment.
Source: Where to pull data for the segment:
Date/Month/Year: From the actual date.
Auto-increment: A sequential number.
Fixed string: A constant string.
Random string: A random string.
Position: The position of the segment relative to the data source (left, right, or center).
**Example:**
Set (Length = 3, Source = Date, Position = Right, Auto-fill = abcd)
If today's date is "24", and you want a length of 3, the generated code would be "24a".
If the length is smaller than the date source, it will generate a truncated value.
**Step 4: Save the Settings:**
Once the setup is complete, click Update to save the rules.
**Note:** The new code generation rules will only apply to newly created data. Existing data will not be affected.
## Question 3. Can a user account be assigned to multiple positions in the organizational chart on Getfly?
Currently, Getfly CRM does not allow a user account to be assigned to multiple positions in the organizational chart. This ensures consistency and accuracy in permission management and task allocation.
However, you can consider the following alternatives for more flexibility:
1. Create a new permission group: Assign the required permissions for multiple positions to the same user.
2. Reorganize the organizational chart: For example, a sales admin can support multiple sales teams but cannot be in multiple teams at once. You can create a parent department and assign the admin as a member of the parent department, with permissions to view customers in the child departments.
For further assistance or a solution tailored to your organization, please contact Getfly with detailed information about the roles and responsibilities of each user in your organization.
## Question 4. How to add a new permission group on Getfly?
To add a new permission group on Getfly, your account needs to have Role Management permissions. Follow these steps:
**Go to Settings → Permissions → Set up Permission Groups → Click the + button.**
**Choose a parent group (leave blank if it is a new, independent group).**
* Name the new permission group.
* If it's a new group (no parent group), leave the permission table blank, and manually select the permissions for the group.
* If it's a child group, the permissions from the parent group will be inherited. You can adjust the permissions as needed.
**After creating the permission group, you can quickly add users to the group by clicking the + sign under Users**
## Question 5. How to add, edit, and delete payment methods on Getfly?
To add, edit, or delete payment methods, follow these steps:
1. **Permissions:**
You need to have CRM setup permissions to add, edit, or delete payment methods.
2. **Steps to add/edit/delete payment methods:**
* Go to Settings → System Configuration → CRM Configuration → Orders → Payment Methods.
* To add a payment method, click Create, enter the name of the payment method, and click Create.
* To edit a payment method, click the Edit button.
* To delete a payment method, click the Delete button.
**Note:**
Default payment methods such as Cash, Change, Bank Transfer, and Points cannot be deleted or renamed.
## Question 6. How to delete a relationship on Getfly?
To delete a relationship, follow these steps:
1. **Permissions:**
You need CRM setup permissions to delete relationships.
2. **Steps to delete relationships:**
**+ If the relationship contains customers:**
* First, filter all customers in the relationship and move them to another relationship.
* Go to Settings → System Configuration → CRM Configuration → Relationships → Select the relationship → Click Delete.
\+ **If the relationship does not contain customers**, simply go to Settings → System Configuration → CRM Configuration → Relationships → Select the relationship → Click Delete.
**Note:**
Some default relationships cannot be deleted.
Deleted relationships will be moved to the Deleted tab and can be restored if needed.
## Question 7. How to get the customer group ID on Getfly?
**Purpose**: This is useful for data integration with other platforms like Ladipage or websites.
**Permissions:** You need CRM setup permissions to retrieve customer group IDs.
**Steps to retrieve customer group IDs:**
Go to Settings → System Configuration → CRM Configuration → Customers → Customer Groups.
You will see a column showing the ID corresponding to each customer group.
## Question 8. Why can’t I delete a customer relationship even though I have the required permissions?
There could be several reasons:
1. Default Relationships:
Some default relationships in the system cannot be deleted. These are relationships that do not have a creator recorded.
2. Active Customers in the Relationship:
You cannot delete a relationship if it still contains active or deleted customers.
**Solution:** Filter out all customers in the relationship and transfer them to another relationship before deleting.
