Define CRM Default Values
Explanation
This activity is used to view or modify default values and settings for CRM
and SRM. The following settings can be configured:
- Use Business Mail subject as description when create Business Activity
from Business Mail: When a business activity is created from a Business
Mail, the mail subject is used as default value for description in the Create
Activity dialog if this setting is TRUE.
- Preset Account No with Lead ID when Convert Lead: When a lead
is converted to an account, the Lead ID will be used as default value for
the Account No in the Convert Lead dialog if this setting is TRUE.
- Default time zone code for new users: Time zones are used to
control how the business activity start and end time is displayed for users
in different time zones.
- Close Business Opportunity when Create Customer Order: If this
setting is TRUE, the Close Business Opportunity option in the Create Customer
Order dialog will be selected by default. This option is applicable when
creating customer order directly from the business opportunity, not from
a sales quotation.
- Default Business Activity Type when create normal Business Activity:
When a business activity is created in the Business Activity page, this
activity type is used as default value.
- Default currency for Machine Learning: The default currency that
is used when calculating the opportunity score.
- Use machine learning (AI) for Business Opportunities: If this
setting is TRUE, the score field is shown in business opportunity. In order
to get a value in the score field, Machine learning (AI) must be configured
properly.
- Use background job for machine learning (AI) for Business Opportunities:
If this setting is TRUE, the calculation of the score value will run in
the background and in order to get the result, the page should be refreshed.
If the setting is FALSE, the value will be visible once the calculation
is done.
- Delete converted Leads: If this setting is TRUE, leads will be
deleted after it has been converted into a new account. Leads created against
an existing account will not be removed.
- Filter Marketing Campaign by User Allowed Company: If this setting
is TRUE, you will only see marketing campaigns which belong to a company
where you are a user.
- Marketing Campaign Budget Currency: The currency used to calculate
the Total Cost/Budget Curr for marketing campaigns. If a currency
is not selected or the currency does not have valid currency rates, the
Total Cost/Budget Curr field will be empty.
- Update Business Opportunity line cost when Sales Quotation cost is
changed: If this setting is TRUE, the cost value of the opportunity
line will be updated if the cost value of a linked sales quotation line
is changed. If the setting is FALSE, the new sales quotation cost will not
be synced to the opportunity line.
- Valid Activity Types: This setting is used to control what type
of activities you are allowed to create manually, for example on the
Business Activity page. By default, this setting will show only
TASK and MEETING but if you want to add Call and/or Mail as possible values
to select as activity types, you can add them as valid activity types. Note
that values should be listed in the following order in uppercase (MEETING,TASK,CALL,MAIL).
Prerequisites
This activity has no prerequisites.
System Effects
Values can be defined for defaults in CRM and SRM and is available for use.