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.
- 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.
- Create Business Mail reference when E-mail address is not
identified or a Person: If this setting is TRUE, a reference of type
"Not Referenced" will be added to the business mail for E-mail addresses
which cannot be identified as e.g. contacts. If an E-mail address is
listed as communication method for a Person, a reference of type
"Person" will be added to the business mail. If this setting is FALSE,
references of type "Not Referenced" or "Person" will not be created.
Prerequisites
This activity has no prerequisites.
System Effects
This activity has no system effects.