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:
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- Include attached documents when sending E-Mail from IFS Cloud Web: If this setting is TRUE,
attached documents are listed in the Send-Email dialog that is used when sending
e-mails from an opportunity or activity. Selected documents are added as attachments to the e-mail. If the
setting is FALSE, attachments from the opportunity or activity cannot be included with the Send E-Mail dialog.
Adding attachments from IFS Cloud Web with Send E-Mail dialog is not supported by all versions of Outlook.
Include attached documents should only be activated if your Outlook version is supported. To check if your
Outlook version is supported, open the CRM-Panel and go to Settings.
- 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.
- Use machine learning (AI) to add contacts in the CRM panel: If this setting is TRUE, AI will
be used to extract information from the mail signature when a new contact is created from an e-mail with the
CRM-panel.
Prerequisites
This activity has no prerequisites.
System Effects
This activity has no system effects.