Define CRM- and SRM-panel Settings
Explanation
This activity is used to view or modify default values and settings for CRM- and SRM-panel.
The following settings can be configured:
- End tag for auto connections of Business Mail: When a mail is
created from a business opportunity or business activity, a tag is added
to the mail body. This tag is used to connect the opportunity or
activity as a reference if the mail is saved as a business mail. The end
tag is added as a suffix to the opportunity or activity number.
- Business Activity start tag for auto connection of Business Mail:
When a mail is created from a business activity, a tag is added to the
mail body. This tag is used to connect the activity as a reference if
the mail is saved as a business mail. The start tag is added as a prefix
to the activity number.
- Business Opportunity start tag for auto connection of Business
Mail: When a mail is created from a business opportunity, a tag is
added to the mail body. This tag is used to connect the opportunity as a
reference if the mail is saved as a business mail. The start tag is
added as a prefix to the opportunity number.
- Enable call logging: If call logging is activated, the
Create Activity dialog will be opened in the CRM/SRM-panel and
the call can be logged as an activity.
- Default Business Activity Type when create call logging Business
Activity: When a business activity is created from a call, this
activity type is used as default value in the Create Activity
dialog.
- Call Business Activity Type: The activity type used for
calls. If this activity type is used when a business activity is created
via call logging, the activity will be shown as a call in the
interactions section in the CRM-panel.
- Document class used to save attachments in CRM Panel: The
document class that should be used when mail attachments are saved from
the CRM- and SRM-panel. Document classes are entered in the
Document Class page.
- Document format used to save attachments in CRM Panel: The
document format that should be used when mail attachments are saved from
the CRM- and SRM-panel. Document formats are entered in the
Document Format page.
- Save email body to Document Management from CRM Panel and show
content as HTML for Business Mail: This setting controls how html
content in a mail should be handled when the mail is saved from the CRM-
or SRM-panel. If this setting is TRUE, the html content will be included
as an attachment to the Business Mail. From the Business Mail
page you can open a separate browser tab to view the mail body.
- Skip attachments when saving emails from CRM Panel: If this
setting is TRUE, attachments will not be included when a mail is saved
from the CRM- or SRM-panel.
- Hide Create Customer/Supplier: If this setting is TRUE, users
will not be able to enter new customers (customer of category=customer)
in the CRM-panel or suppliers (supplier of category=supplier) in the
SRM-panel.
- Hide Create Prospect: If this setting is TRUE, users will not
be able to enter new prospective customers (customer of
category=prospect) in the CRM-panel or prospective suppliers (supplier
of category=prospect) in the SRM-panel.
Prerequisites
This activity has no prerequisites.
System Effects
This activity has no system effects.