The Custom Settings screen
Audience: admins · Scope: the Custom Settings screen · Last reviewed: 2026-07-25
What this does — Custom Settings is the single screen where most of the site's features are configured — Pipedrive, Quote Follow-ups, the Google/Infor connections, performance data, tracking, and more. This article explains how it's organised so you can find a setting and change it safely.
Before you start
- Be signed in — see Log in to the admin area.
- Many settings here hold secrets (tokens, passwords, keys). Change them only when you know what they do, ideally with your Beta-Calco contact.
How it's organised
- Click Custom Settings in the menu. You'll see a short list with one row per environment — live, staging, and dev.
- Open the row for the environment you're changing (usually live). Each environment keeps its own values, so a change to one doesn't affect the others.
- Inside, the settings are split into collapsible groups by feature. Click a group heading to open it, make your change, and Save.
The groups (what lives where)
All 25 groups, numbered in the order they appear on the form, and where to read more. Groups with no article are set-once plumbing — they were configured when the site was built and there is no routine reason to open them. Everything is on one long page, so counting down the headings is the quickest way to find one.
| # | Group | What it's for | Read more |
|---|---|---|---|
| 1 | Product overview page settings | The Google Sheet behind the Products page filter panel, and the Refresh Product Filters button that re-reads it. | Manage the browse filters |
| 2 | Google Cloud Integration | The single Google key the site uses for every Google Sheet, Drive and BigQuery job. | Set-once. Changing it affects most integrations at once. |
| 3 | Pipedrive Integration | The Pipedrive token, the webhook login, the deal-field keys and how long the change log is kept. | Pipedrive connection settings |
| 4 | Infor REST API Integration | The connection to Infor for live data (host, username, password). | Specialist — BOM & costing tools |
| 5 | Infor Database Integration | The direct database connection to Infor. | Specialist — same as above. |
| 6 | Infor CPQ Integration | The CPQ endpoint used for BOMs, plus the two addresses that get BOM failure reports. | BOM fetching fail reports |
| 7 | Website User Tracking | The analytics tag snippet and the privacy-policy link used by the cookie banner. | Analytics & cookie consent |
| 8 | Email recipients for requests | The fallback addresses for brochure print, specifier quote and registration requests — used when the customer group has none of its own. | What a customer group controls |
| 9 | Joomla group assignment | Which website user group new specifiers, agents and quote makers are put into. | Set-once. |
| 10 | Reps Synchronization | The Rep Master sheet and its column names, for the reps on the Where-to-Buy page. | Update Where to Buy |
| 11 | Branches Synchronization | The same sheet read a second way, for branches. | Manage branches |
| 12 | Price list imports | The price-list spreadsheet and the tabs the import reads and writes. | Import a price list |
| 13 | Shipment tracking | The sheets behind shipment lookups, ship-to addresses and PO numbers. | Track orders and shipments |
| 14 | Quote Console | Quote expiry, default commission and discount, and the default quote email and terms. | Quote Console setup |
| 15 | Quote Follow-ups | Everything behind the follow-up link, the nudges and the tracking sheets. | Quote Follow-Up |
| 16 | Order Scheduling | The spreadsheet and tabs the order/item schedule is written to. | Set-once; part of the schedule exports noted in Pricing, BOM & ERP. |
| 17 | Scheduled Job BOM Calculation | The job-list sheet the overnight BOM run reads, and the sheet it writes results to. | BOM fetching fail reports |
| 18 | Volume Discount | The help text shown to customers about volume discounts. | Volume discounts |
| 19 | Setup Charge line items | The setup-charge codes and their price in each currency. | Add or edit a product (Setup Charges) |
| 20 | Functional Test Harness | A secret used by automated testing. | Leave alone. |
| 21 | Google Sheet Exports | The fabrication, engineering, assembly and kitting schedule sheets. | SQL to Sheet exports |
| 22 | Margin Analysis Tool | Default exchange rate and labour rates for the margin tool. | BOM & costing tools |
| 23 | Cold Quotes | The sheet the cold-quote report is written to. | Cold quote prompts |
| 24 | Performance Data | The two sheets the photometric import reads. | Import performance data |
| 25 | Acoustic Calculator | The calculator's connection and its three data files. | Update the acoustic calculator |
Good to know
- Per environment. Live, staging, and dev each have their own row and values. Make sure you're editing the right environment — usually live.
- Secrets live here. Tokens, passwords, and keys are in these groups. Don't change them casually, and don't screenshot or share the settings form.
- Save applies on the next request. After saving, the new value is used from then on.
- Most of these are set once. Day to day you rarely open this screen — the individual feature articles point you at the specific setting you need when there is one.
Screens and labels can differ slightly between environments — if a label doesn't match what you see, check with your Beta-Calco contact.