Contacts module settings
List of paragraphs:
Contact group
When creating a new customer, enter Contact group:
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- In order to add more choices for field Contact group, click Setup - > Contacts -> Contact group;
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- Select New contact group:
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- Fill in the details;
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- Press Save.
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- Use Actions to edit or delete value:
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Contact types
You can identify Customer type when creating new customer:
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- To add more options for Customer types, select Setup -> Contacts -> Contact types.
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- Click New contact type:
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- Insert the information and press Save.
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- In order to edit or delete type, use Actions menu.
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Contact levels
When creating new contact, enter contact level:
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- Contact level indicates when to create an automatic task if the client hasn't bought anything from you for X days. To enter new contact level, select Setup> Contacts > Contact level and click New value:
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- Insert name and indicate number of days - if there are no invoices in the system for this customer for X days, system will create an automatic task that indicates for how long client hasn't bought anything.
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- Press Save. In order to edit or delete value, use Actions menu:
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Activities
When creating new customer, enter Activities.
To add more Activities options, select Setup -> Modules picklists -> Activities.
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- Click New value:
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- Insert the information and press Save.
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- Select default value.
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- In case you want to hide value from the list, mark it inactive.
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- To edit or delete value, use Actions menu.
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