With Magnetic you can customise every detail of your account to your heart's content! 


This includes settings for your Opportunities / Jobs and how they relate to the following: 


  1. Signed Opportunity Display Name: Choose the name you want to use in your industry/ company for project/job/order/case. Please use the singular form of word.
  2. Next Job Number: Choose the job number you want to start numbering from as it relates to another app you may be using. This will keep your systems in sync with each other.
  3. Default Opportunity Billing Rate: Choose if the billing rate for this opportunity will be billable or non-billable by default.
  4. Budget Warning Threshold: The level at which Magnetic will alert you regarding jobs/ opportunities which have gone overtime or financial budget. Click on the "Deactivate" button to deactivate this feature.



Follow the steps below access these settings: 

  1. Hover the mouse cursor over your name.
  2. Click on Company Settings.
  3. Click on Opportunity / Job.
  4. Change your settings.
  5. Save.

See the screenshot below: