Use this form to set the default values for the form, select whether to use duplication check, and define the number sequence for the .

Navigating the form

The following tables provide descriptions for the controls in this form.

Tabs

Tab

Description

Set up the default values that you want to appear in the form and select whether you want to check for duplicate records.

View the reference type, and select the number sequence code to use with the reference.

Fields

Field

Description

Select this check box to search for duplicate records in the form by using all search options.

Select this check box to include names when searching for duplicate records in the form.

Select this check box to include directory types when searching for duplicate records in the form.

Select this check box to include Zip Codes/Postal Codes when searching for duplicate records in the form.

Select this check box to include city name when searching for duplicate records in the form.

Select this check box to include phone numbers when searching for duplicate records in the form.

Select how you want the directory record name to appear if it is an individual person.

Select the default sign-in address for Microsoft Office Communicator.

Select the automatic directory type for a new directory record in the form.

Select the check box to share the address in the directory.

Select the automatic directory type for a new customer record in the form.

Select the check box to share the address in the directory.

Select the automatic directory type for a new vendor record in the form.

Select the check box to share the address in the directory.

Select the automatic directory type for a new business relation record in the form.

Select the check box to share the address in the directory.

Select the automatic directory type for a new competitor record in the form.

Select the check box to share the address in the directory.

Select the automatic directory type for a new contact record in the form.

Select the check box to share the address in the directory.

Select the automatic directory type for a new employee record in the form.

Select the check box to share the address in the directory.

Select the automatic directory type for a new organization record in the form.

Select the check box to share the address in the directory.

Select this check box to delete the address record when an entity record is deleted.

View the reference type for the directory identification.

Select the number sequence code to use with the reference.