General

Set up default values for the selected fields.

The default values that are defined in the fields will be transferred to a newly created business relation. The defined default values will not be transferred if the business relations were imported into the application.

Documents

Set up the document handling parameters.

You can define the age limit of the document display in the Documentsform and the mailing file directory, and you can select the various document types from the drop-down lists in the respective fields.

Campaigns

Set up default values for newly created campaigns for selected fields.

Activities

Define the default start time and end time for newly created activities.

Define whether follow-up activities should be created automatically when creating certain types of records.

Set up default values for the automatically created activities based on certain specific actions.

Transaction log

Set up the transaction logging of all database transactions ( Insert, Deleteand/or Updateactions) for the listed tables.

The default log period can also be set on this tab.

Note
Logging transactions on many tables will have a noticeable negative impact on application performance if you are working with a large database of business relations.

Telephony

Define the default activity type to be automatically created whenever an inbound or outbound telephone call is registered.

Additionally, you can define a prefix for outbound phone calls.

Number sequences

Define the number sequences that are required for the CRMsection.

Language

Select the default language for a new business relation when it is created in the Business Relation Detailsform.

Customer group

Select the default customer group for a new business relation when it is created in the Business Relation Detailsform.

Vendor group

Select the default vendor group for a new business relation when it is created in the Business Relation Detailsform.

Currency

Select the default currency code for a new business relation when it is created in the Business Relation Detailsform.

Type

Select the default business relation type for a new business relation when it is created in the Business Relation Detailsform.

The business relation types are defined in the Relation typesform.

Opening time

Enter the default opening hours of business for a newly created business relation.

Closing time

Enter the default closing business hours for a newly created business relation.

Status

Select the default business relation status from the drop-down list in the field.

Open main forms

Select this check box to open either the Vendorsform or the Customersform when a business relation of the corresponding type is created.

Period code

Select the period that you want information about.

Periods are set up in the Periodsform.

Start date

Select the default start date for business relation statistics and sales targets.

End date

Select the default end date for business relation statistics and sales targets.

Copy type

Select how e-mail messages sent through e-mail groups are sent to the recipient.

Mail

Select this check box to automatically include the address from the business relation entry when you create a new contact person.

E-mail

Select this check box to automatically include the e-mail address from the business relation entry when you create a new contact person.

Phone

Select this check box to automatically include the phone number from the business relation entry when you create a new contact person

Create business relation with new name

Select this check box to create a new business relation when a new lead record is created.

Create opportunity when qualified

Select this check box to automatically create an opportunity record when a lead record is qualified.

Create customer when qualified

Select this check box to automatically create a customer record when a lead record is qualified.

Create opportunity for sales quotation

Select whether to create an opportunity record when a sales quotation is created.

Create opportunity for project quotation

Select whether to create an opportunity record when a project quotation is created.

Update opportunity when sales quote status changes

Select whether to update an opportunity record when the status of a sales quotation is changed.

Update opportunity when project quote status changes

Select whether to update an opportunity record when the status of a project quotation is changed.

Age limit

Enter the lower age limit of the documents to be displayed in the Documentsform.

This lower age limit is defined as the present date minus the number (of days) in this field.

If you enter 10, only documents created between 10 days ago and today will be displayed.

Mailing file directory

Select a directory to use for storing mailing files.

Document type e-mail in

Select the document type to use when saving incoming e-mail messages as standard documents from the drop-down list. Document types are set up in the Document typesform.

Document type e-mail out

Select the document type to use when saving outgoing e-mail messages as standard documents from the drop-down list. Document types are set up in the Document typesform.

Document type files

Select the document type to use when saving files by using the drag-and-drop feature. Document types are set up in the Document typesform.

Campaign status

Select the default campaign status from the drop-down list. The status will appear when a new campaign is created in the Campaignsform.

Campaign type

Select the default campaign type from the drop-down list. This will become the default campaign type when a new campaign is created in the Campaignsform.

Group

Select the default campaign group from the drop-down list. This will become the default campaign group when a new campaign is created in the Campaignsform.

Target

Select the default campaign target from the drop-down list. This will become the default campaign target when a new campaign is created in the Campaignsform.

Expiry days

Enter the default number of days from the start date to the expiry date of a created campaign.

Follow-up days

Enter the default number of follow-up days from the start date to the follow-up date.

Note
Any automatic activities that are generated on the basis of the campaign will use this field.

Select the default Web site user identification for creating campaigns that are broadcast on the Web and gathering responses from the Web.

External URL

Select the default Web site that is associated with a campaign.

This Web site will be used when using the Web broadcast functionality on the campaign form.

Create activity

Select whether activities should be created automatically when you create records using a batch job.

Create activity for quotation

Select whether an activity for the sales quotation is created automatically when a sales quotation is created.

Quotation category

Select the default activity category for the follow-up sales quotation activity.

Quotation activity type

Select the default activity type for the follow-up sales quotation activity.

Quotation activity purpose

Enter the default purpose for the follow-up sales quotation activity.

Quotation activity phase

Select the default activity phase for the follow-up sales quotation activity.

Create activity for campaign

Select whether a follow-up activity for the campaign should be created automatically when a campaign is created.

Campaign category

Select the default activity category for the follow-up campaign activity from the drop-down list.

Campaign activity type

Select the default activity type for the follow-up campaign activity.

Campaign activity purpose

Enter the default purpose for the follow-up campaign activity.

Campaign activity phase

Select the default activity phase for the follow-up campaign activity.

Create activity for campaign targets

Select whether an activity should be created automatically for the responsible employee when a campaign target is assigned to that responsible employee.

Campaign target category

Select the default activity category for the campaign target activity.

Campaign target activity type

Select the default activity type for the campaign target activity.

Campaign target activity purpose

Enter the default purpose for the campaign target activity.

Campaign target activity phase

Select the default activity phase for the campaign target activity.

Create activity for follow-up

Select whether an activity should be created automatically when a telemarketing call list is created.

Follow up activity category

Select the default activity category for the telemarketing call list activity.

Follow up activity type

Select the default activity type for the telemarketing call list activity.

Follow up activity purpose

Enter the default purpose for the telemarketing call list activity.

Follow up activity phase

Select the default activity phase for the telemarketing call list activity.

Create activity for call back

Select whether an activity should be created automatically when the status of a call list target in a telemarketing call list is changed to Call back.

Call back activity category

Select the default activity category for the telemarketing call back activity.

Call back activity type

Select the default activity type for the telemarketing call back activity.

Call back activity purpose

Enter the default purpose for the telemarketing call back activity.

Call back activity phase

Select the default activity phase for the telemarketing call back activity.

Create activity for telemarketing targets

Select whether an activity should be created automatically for the responsible employee when a telemarketing call list target is assigned to that responsible employee.

Telemarketing target category

Select the default activity category for the telemarketing call list target activity.

Telemarketing target activity type

Select the default activity type for the telemarketing call list target activity.

Telemarketing activity purpose

Enter the default purpose for the telemarketing call list target activity.

Telemarketing target activity phase

Select the default activity phase for the telemarketing call list target activity.

Customer table

Select this check box to include the Customer tabletable in the transaction log.

Note
Selecting many tables to be included in the transaction logs will negatively affect application performance, especially when working with large amounts of data and many transactions.

Customer transactions

Select this check box to include the Customer transactionstable in the transaction log.

Note
Selecting many tables to be included in the transaction logs will negatively affect application performance, especially when working with large amounts of data and many transactions.

Vendor table

Select this check box to include the Vendor tabletable in the transaction log.

Note
Selecting many tables to be included in the transaction logs will negatively affect application performance, especially when operating with large amounts of data and many transactions.

Vendor transactions

Select this check box to include the Vendor transactionstable in the transaction log.

Note
Selecting many tables to be included in the transaction logs will negatively affect application performance, especially when working with large amounts of data and many transactions.

Contact

Select this check box to include the Contacttable in the transaction log.

Note
Selecting many tables to be included in the transaction logs will negatively affect application performance, especially when operating with large amounts of data and many transactions.

Activities table

Select this check box to include the Activitiestable in the transaction log.

Note
Selecting many tables to be included in the transaction logs will negatively affect application performance, especially when working with large amounts of data and many transactions.

Document references

Select this check box to include the Document referencestable in the transaction log.

Note
Selecting many tables to be included in the transaction logs will negatively affect application performance, especially when working with large amounts of data and many transactions.

Sales orders

Select this check box to include the Sales orderstable in the transaction log.

Note
Selecting many tables to be included in the transaction logs will negatively affect application performance, especially when working with large amounts of data and many transactions.

Quotation table

Select this check box to include the Quotationtable in the transaction log.

Note
Selecting many tables to be included in the transaction logs will negatively affect application performance, especially when working with large amounts of data and many transactions.

Mailings

Select this check box to include the Mailingtable in the transaction log.

Note
Selecting many tables to be included in the transaction logs will negatively affect application performance, especially when working with large amounts of data and many transactions.

Business relation table

Select this check box to include the Business relationsin the transaction log.

Note
Selecting many tables to be included in the transaction logs will negatively affect application performance, especially when working with large amounts of data and many transactions.

Call lists

Select this check box to include the Call liststable in the transaction log.

Note
Selecting many tables to be included in the transaction logs will negatively affect application performance, especially when working with large amounts of data and many transactions.

Campaigns

Select this check box to include the Campaigntable in the transaction log.

Note
Selecting many tables to be included in the transaction logs will negatively affect application performance, especially when working with large amounts of data and many transactions.

Opportunities

Select this check box to include the Opportunitiestable in the transaction log.

NoteSelecting many tables to be included in the transaction logs will negatively affect application performance, especially when working with large amounts of data and many transactions.

Leads

Select this check box to include the Leadstable in the transaction log.

NoteSelecting many tables to be included in the transaction logs will negatively affect application performance, especially when working with large amounts of data and many transactions.

Days old

Enter the age of the transactions to appear in the log tab pages for business relations and contact persons. The age is given in number of days.

Insert

Select this check box to include insert transactions in transaction log.

Insert transactions are transactions that insert a new record in the relevant table, for example, when creating a new business relation or campaign.

Delete

Select this check box to include delete transactions in transaction log.

Delete transactions are transactions that delete a record in the relevant table, for example, when deleting a business relation or campaign.

Update

Select if the transaction log should create a new transaction log every time an update has been made, update the last record, or not create transaction logs when updates have been made.

Type inbound

Select the default activity type when an inbound telephone call is registered.

Type outbound

Select the default activity type when an outbound telephone call is made.

Standard outbound phone number

Enter a prefix to use with the phone number when calling outbound.

Reference

View the reference type.

Number sequence code

Select a number sequence to associate with the reference.

To define number sequence codes, click Basic> Setup> Number sequences> Number sequences .